How to stop wasting hours manually creating your business reports

Stop wasting hours manually creating your business reports. Move beyond outdated spreadsheets and start using business dashboards.

Are you still wasting time on manual reporting?  You know there is always a more efficient and less time-consuming way.

Change your relationship with reporting with automated live reports

We all spend a lot of time reporting and someone higher on the food chain is always looking for data.  It is very common to see excel based reporting and forming the majority of the decision making framework or even board documents.

It’s obvious why.

Excel is easy to use, everyone has it, everyone can use it and you can get done what you need without any help.

The challenge with excel is it doesn’t persist what you are trying to achieve.  It only gives you a single instance of that outcome and only one person can be in control of the master.  Although, Office 365 and Google sheets have changed this somewhat, most people still prefer to work on their desktops.

Level up with automated Business Intelligence

Its time to step things up.

Its time to improve the professionalism and veracity of your reporting.   Level up to something more robust.

Something like:

  • Power BI
  • Tableau
  • Klipfolio
  • Google Data Studio
  • Periscope
  • and so on

Don’t say goodbye to Excel just yet

These tools leverage Excel so you can still play in your comfort zone.

The real value in these tools is the structure they put around your reports. They make sure your reports looks consistent every single month.  They ensure your reports are updated correctly as and when your data is ready.  They also give you a change to QA and govern your data before you let everyone see the dashboards.

Better still, most of these tolls allow you to see who has looked at each report.

The problem with excel is, once you have shared a spreadsheet, it unlikely you’ll know who has looked at it and who hasn’t, let alone

Google stats for your dashboards

With modern business intelligence tools, you have a full suite of users stats you can leverage.  You will know who has viewed it, for how long, what pages they looked and and so on.  You’ll also discover who hasn’t viewed it!

they key difference between excel and BI tools is the automation process.  Everything is manual with excel.  copying and pasting, transformation and pivot table will almost always need you to make them happen (unless you can write macros)

In Summary

Now, not everything is completely manual in BI tools but the dashboard, the bit that the users see at the end, is.

As long as you take care of the data going into the dashboards will do their job, every time. It’s time to rethink manually creating your business reports.