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Analytics & Reporting Automation

It's on the step before you're up

A dashboard waits for you to open it. An automated report comes to you: to a standing order you wrote once, at the hour you asked for, pulled fresh that morning from the source itself. And every door on the round gets its own.

Define · wire · deliver · alert

The standing order

Standing orderweekly summary
Leave it#growth · email
EveryMonday, 07:00
Milkpulled this run

Weekly summary

Mon 07:00

6 runs · pulled this morning

Nobody assembled that. Nobody remembered it was due, and nobody had to ask whether it was the current version.

Built onceSent forever
On the stepNot in a dashboard
FreshNever last month's
Per doorEach team, each client

The brief

You write the note once

Every Monday, before seven.

The growth summary: leave it in #growth.

One more for the board, branded, by email.

Fresh numbers each run. Last week's stay in last week.

If revenue drops below plan, knock. Don't wait for Monday.

Left out once · run every week since

That note is the entire service.

Everything in it is a thing this page does: a schedule, a destination your team already reads, a second copy branded for somebody else, numbers pulled fresh on the run, and a knock when something can't wait for the next delivery.

The work is getting that note right: what it should say, to whom, how often, and where it goes. After that the round runs itself, and it keeps running on the mornings when everyone who asked for it has forgotten they did.

What changes

Built once, sent forever

Stop rebuilding the same report every week. Set it up once and it delivers itself, on time, whether or not anyone remembered it was due.

Where your team already is

Reports land in the inbox or the channel people actually check, instead of a dashboard they keep meaning to open and never quite do.

Always current, never stale

Numbers refresh automatically from your data on every run, so what lands is right, never last month's copy with a new date on it.

What we do

Everything the round carries

Scheduled reports

Daily, weekly, or monthly reports generated and sent automatically on the schedule you set. The round runs whether or not you're awake for it.

Delivery anywhere

Straight to email, Slack, or Teams, wherever your team reads it, as a message or an attachment. The step is wherever they already stand.

Self-updating

Reports pull fresh numbers each run from your data, so they're never out of date. Nothing on this round is yesterday's bottle.

Alerts & anomalies

Get pinged when a metric crosses a threshold or moves strangely, on top of the fixed schedule. Some things warrant a knock on the door.

Formatted outputs

Clean, branded reports and scorecards people can read at a glance and forward with confidence. Presentable enough to pass straight on.

Distribution rules

The right report to the right people: each team or client gets exactly their view. A different order at every door on the round.

What you stop doing

Five chores that come off the list

No more assembling the same report by hand

No more 'is this the latest version?'

No more copy-pasting numbers between tools

No more reports that arrive too late to act on

No more forgetting to check a dashboard

Hours a week back for actual analysis

How we work

Setting the round up

1

Define the reports

We pin down what each report should say, to whom, how often, and where it goes. This is the standing order, and it's the only part you write.

2

Wire the data

We connect the reports to your live data so every run is fresh and correct, pulled at delivery instead of poured from a jug filled last month.

3

Automate delivery

We schedule generation and delivery to email, Slack, or wherever your team works, so the round runs itself from then on.

4

Add alerts

We layer in threshold and anomaly alerts so the urgent things reach you immediately. They don't wait politely for the next scheduled round.

The thinking behind it

Six things we'd tell you before starting

A dashboard waits; a report arrives

Both have a place: dashboards for exploring, reports for the regular numbers people need pushed to them. Automated reporting means the weekly summary lands on time, every time, without anyone building it, so it actually gets seen and acted on.

The saving is hours, every week

For teams that hand-assemble recurring reports it's often hours a week, plus the errors and the wrong-version confusion that manual reporting creates. That time goes back into analyzing the numbers instead of gathering them.

Fresh is pulled, not stored

Reports pull fresh data on each run, so what lands is always current. They sit on top of reliable data pipelines, which we can build too if your data isn't yet flowing dependably.

Some numbers can't wait for Monday

Alongside scheduled reports we set up threshold and anomaly alerts, so if a key metric drops or spikes you hear immediately. Waiting for next week's report means it's already a fire.

Every door gets its own order

Different reports route to different people, so each team or client gets exactly their view. Nobody receives everything and reads none of it.

Clients can be on the round too

Branded, per-client reports delivered on schedule mean your customers get their numbers regularly without your team assembling each one by hand every time.

Why it pays

The report stops being a job

Nobody assembles it, nobody forgets it, and nobody asks whether this is the current version, because there's only ever one and it just arrived.

The numbers get acted on

A report that lands where people already are gets read. One that waits in a dashboard for someone to remember it mostly doesn't.

Bad news travels fast

Thresholds and anomalies reach you the moment they happen, which is the difference between a decision and a post-mortem.

Clients feel looked after

Their numbers turn up on schedule, branded and readable, without anyone on your team spending a morning on it.

What you get

On the step, from then on

  • 01Automated reports on your scheduleincluded
  • 02Delivery to email, Slack, or Teamsincluded
  • 03Self-updating from your live dataincluded
  • 04Threshold and anomaly alertsincluded
  • 05Clean, branded, forwardable formatsincluded
  • 06Per-team and per-client distributionincluded

Industry expertise

Doors we already know the way to

Hospitality & travel

Where the revenue picture matters every morning, and the person who needs it isn't going to open a dashboard before service.

Financial services

Recurring client reporting where branded, on-schedule delivery is the product as much as the numbers inside it.

E-commerce & retail

Trading numbers that need to reach buyers and marketers daily, and thresholds that need to reach them faster than that.

Agencies & professional services

Per-client reports that currently eat a morning a week per account manager, assembled by hand, every time.

Logistics & distribution

Operational reports that are worthless late, going to depots and teams who each need their own slice and nothing else.

SaaS platforms

Usage and health numbers pushed to the teams who own them, with anomalies raised the moment a curve bends the wrong way.

No order on file yet

Tell us what should land, and when

Bring the report someone on your team rebuilds by hand every week. We'll tell you what it takes to have it arrive on its own, and if it turns out nobody reads it, we'll say that too.

Why us for this

We start from the note, then pick the tool

What should it say, to whom, how often, where? Get the standing order right and the automation is the easy part. Get it wrong and you've automated a report nobody reads.

We build on data we trust

Reports sit on top of reliable pipelines. If your data isn't flowing dependably yet, we'll say so: automating an unreliable number just delivers the wrong answer faster.

We ship alerts alongside schedules

A schedule serves the routine; a threshold serves the emergency. Most reporting work ships only the first and leaves you to notice the second yourself.

Working with Flaidex

Delivered where people already are

Email, Slack, Teams: we fit the round to your team's existing habits so nobody has to acquire a new one.

Formats worth forwarding

Clean and branded enough that the report gets passed on intact, straight from the inbox, with nobody retyping it into a slide.

Honest about the saving

If a report is read by nobody, the right move is to stop sending it. We'd rather build you four that matter than eleven that don't.

Questions

Asked before the first delivery

How is this different from a dashboard?

A dashboard waits for you to open it; an automated report comes to you. Both have a place: dashboards for exploring, reports for the regular numbers people need pushed to them. Automated reporting means the weekly summary lands in the inbox or channel on time, every time, without anyone building it, so it actually gets seen and acted on.

How much time does this really save?

For teams that hand-assemble recurring reports, it's often hours every week, plus the errors and "wrong version" confusion that manual reporting creates. That time goes back into actually analyzing the numbers instead of gathering them.

Where can reports be delivered?

Wherever your team works (email, Slack, Teams) as a message, a formatted summary, or an attachment. We can also route different reports to different people, so each team or client gets exactly their view.

Will the numbers always be current?

Yes. Reports pull fresh data on each run, so what lands is always up to date. They sit on top of reliable data pipelines, which we can build too if your data isn't yet flowing dependably.

Can it alert us to problems, not just send on a schedule?

Absolutely. Alongside scheduled reports we set up threshold and anomaly alerts, so if a key metric drops or spikes you hear about it immediately, well before next week's report would have told you it was already a fire.

Can clients get their own reports?

Yes. We can automate branded, per-client reports delivered on schedule, so your customers get their numbers regularly without your team assembling each one by hand.

Have a project?

Let's talk

Running a large platform, shaping a first MVP, or getting a product ready for a funding round? Tell us where you are. We'll shape the process around it, and stay with you after launch.