Reporting & Data Automation

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About this service

Summary

Turn raw data into structured, automated, and insightful reports—no complex tools needed.
Are you spending too much time manually compiling reports? Do you need a clear, structured way to track your business performance? If so, I can help you create automated, easy-to-use reports in Google Sheets or Excel.
With 7+ years of experience in data analysis and reporting, I specialize in designing reports that not only summarize your data but also reveal key trends and actionable insights. My approach is clear, precise, and tailored to your business needs. What’s Included?
🔹 Automated Reports – No more manual updates! Your reports will refresh dynamically, saving you time. 🔹 Advanced Formulas & Pivot Tables – Organize and analyze your data efficiently. 🔹 Conditional Formatting & Custom Templates – Highlight key insights and create reusable report structures. 🔹 Data Consolidation Across Spreadsheets – Aggregate data from multiple sheets into a single, easy-to-read format. 🔹 Basic Visuals & Trend Tracking – Pie charts, sparklines, and summary dashboards for a quick overview (if applicable).

Process

My Process
Step 1: Define & Align We start with a call to define the scope: What do you need to track? How often? What are the key business questions?
Step 2: Data Cleanup & Automation I structure your data, apply formulas, and ensure the reporting process is as automated as possible.
Step 3: Report Creation & Review I design the report, incorporating pivot tables, formulas, and clear data summaries, ensuring it's easy to use and visually digestible.
Step 4: Final Adjustments & Training We fine-tune the report together, and if needed, I train you on how to use and maintain it efficiently.

What's included

  • Initial Consultation & Scope Definition

    We start with a 45-min call to discuss your reporting needs, key metrics, data sources, and desired frequency of reports. I summarize the discussion in a shared document.

  • Data Preparation & Structure

    I analyze and clean your data, ensuring proper formatting, consistency, and structure. I also set up formulas, pivot tables, and cross-sheet calculations to automate the process.

  • Report Creation & Automation

    I build a clear, well-structured report that provides actionable insights and updates dynamically based on your data inputs. You get two revision rounds: Round 1: Review the structure and usability. Round 2: Final tweaks and minor refinements.

  • Training & Handover (Optional)

    If needed, I can walk you through how to maintain and update your reports so you can confidently use them going forward.


Skills and tools

Business Analyst

Data Analyst

Data Modelling Analyst

Google Sheets

Google Sheets

Microsoft Excel

Microsoft Excel