Reports people open themselves

What you get

• —Your data pulled automatically from each system into one place, with no copying and pasting
• —Numbers organised around the questions you actually ask: by team, site, month, funder, customer
• —A set of management reports in Power BI, where each person sees only what they are allowed to see
• —Reports that refresh themselves on a schedule, and we are told if a refresh fails
• —Plain documentation and training so your team can add their own reports

Not included

• Replacing your finance, HR or CRM system
• Data cleansing inside the source systems
• Reports beyond the agreed pack