- 01
You provide the contextSay what the report is for.You pick the reporting period and the question it needs to answer.
- 02
The system handles the routineIt gathers and checks the numbers.It pulls the data, applies your rules, flags anything odd and drafts the report.
- 03
You make the callYou look it over and approve it.It’s the one step that still needs you.
Once it’s set up, the report goes out even when whoever used to build it is on vacation.
- 01
You remember to startYou find the files and export the data.Then you check the calendar and chase whoever hasn’t sent their numbers yet.
- 02
You carry every handoffYou copy, reformat and recalculate.You move the numbers over, check the formulas and build the report again from scratch.
- 03
You remember to finishYou send it and follow up.And if something breaks along the way, you’re the one who has to notice.
The process waits on your attention at every step.