Build a Repeatable Monthly Reporting Workflow
If each month starts with downloading the same files and repairing the same columns, preparation may be taking more effort than the report itself. I can organise the repeated steps in your Excel and Google Sheets sources into a workflow for collection, checks and output. A custom team screen can manage it where useful.
Define the route from source files to report
We agree the reporting period, expected columns and calculation rules. Once files are ready, the data is checked; missing sources prevent an incomplete report being sent as final. Rerunning a period can create a version or refresh record rather than silently replacing an earlier output. Commentary requiring human judgement remains separate from automatically calculated tables.
Test the first workflow with one reporting period
One report and a limited source group provide a focused first version to try quickly. We compare its calculations with an earlier report you trust. Delivery can be an Excel or Google Sheets template, PDF or presentation; a web panel is optional. We define timing, recipients and ownership of errors. You can operate the setup yourself or agree separate ongoing support.
Frequently Asked Questions
Can reports be sent automatically each month?
Yes, once the condition for source readiness is defined. A scheduled or event-based workflow can include a human approval step before delivery.
What if a source file changes its columns?
Structure checks can flag the change. A new field is not assumed equivalent to an old one before its meaning is confirmed, and the import step may need updating.
Discuss your workflow
Describe your workflow on the contact page. Explore other examples of custom web apps for your team.
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How do I work?
Work-hour packages
Tell me about your website and what you need on WhatsApp or by phone; we agree on a work block of somewhere between 5 and 40 hours and I start doing what is needed. What you get is not a calendar window — it is net working hours spent directly on your business. I can use 40 hours working three days straight, or deliberately spread it out and finish it over a year — whatever the work calls for. I do not spend my time estimating how long something will take, I spend it doing the work; every hour I spend has a lasting result on your site. We keep going for as long as you find it useful.
Why not monthly?
Is 40 hours a week?
On a fixed monthly fee both sides are watching the wrong thing: you watch a fixed cost, the other side watches how many more contracts like this they can line up. Working by the hour puts us both in front of the same thing — the real value of the work that got done. I know not having an upfront answer to "how much will this cost in total?" is the natural cost of this model. But instead of paying a fixed fee for months to a setup that is not producing results, you only pay for the qualified time spent on your work — and you see exactly where that time went, start to finish. That is why my clients keep coming back.