Reporting

Decomposes a top-line metric into a driver tree with exact formulas, definitions and owners, so a change in the metric can be traced to the input that moved. Use for metric design and reviews.

Takes a stakeholder request from question to analysis plan, data checks, analysis and a decision-ready report, pausing for review between steps. Use when an analyst takes on a request.

Plans and writes the announcement for a change to how a reported metric is defined, with old and new values side by side, a back-cast series, a parallel-run period and what it does to targets.

Plans the launch of a new dashboard so people use it instead of the old reports, with messages per audience, a demo, a parallel run, retiring the old report and adoption checks.

Predicts the questions leadership or a client will ask about a report before the meeting, and prepares short answers, the backup cuts to have ready and the honest "we do not know yet" lines.

Protects people in published tables by finding small cells, applying primary and secondary suppression or rounding, and checking that totals and other tables cannot be used to recover them.

Designs automation for a recurring report (sources, refresh, transformations, data checks, delivery) with tools matched to the team's skills. Use when a weekly or monthly report eats hours.

Compares an organisation's KPIs with industry or peer benchmarks after checking definitions, sample, period and survivorship, and reports gaps that are real rather than artefacts.

Builds an organisation's metrics glossary with definitions, formulas, grain, sources, owners and caveats, and surfaces conflicting definitions. Use when teams quote different numbers.

Builds one report template in Quarto, R Markdown or Jupyter that renders a separate version per region, client or team, with a driver script, data isolation checks and output verification.

Compares and ranks stores, branches, teams or sites on rates rather than counts, adjusts for size and mix, and uses funnel plots or intervals so small units are not falsely named best or worst.

Builds a slide deck file from analysis results with a script, one finding per slide, charts rendered from the data, speaker notes and a source appendix. Use to present finished analysis.

Checks a draft report or deck for number errors before it goes out - totals that do not add, percent versus percentage points, period and unit mismatches, text that contradicts tables.

Compares performance across periods (YoY, MoM, like-for-like), handling trading days, holidays, seasonality and mix, and builds a variance story that adds up. Use before reporting a period change.

Reviews a draft data report or analysis write-up for its story - headline, so-what, structure, chart choices, jargon, missing context and overclaiming - and returns a ranked rewrite plan.

Builds a data report file end to end, confirming the question, scripting analysis and charts, drafting traceable findings and exporting a document or deck after review. Use to answer a data question.

Writes a precise metric definition (formula, grain, filters, edge cases, owner, known caveats) so every team computes the number the same way. Use when a metric is disputed or about to be launched.

Designs a Power BI data model with a star schema, relationships, a date table, base measures, storage modes, incremental refresh and row-level security. Use before building a report.

Designs a recurring report template with sections, metric specifications, commentary prompts, formatting rules and a production checklist. Use when setting up a weekly, monthly or board report.

Writes the README for a finished one-off analysis so it can be trusted, found and rerun later - question, decision, data versions, steps, assumptions, results, limits and how to rerun.

Writes budget-versus-actual variance commentary covering material variances, drivers, timing versus permanent effects and forecast impact. Use as an FP&A analyst or budget holder at month end.

Explains why the same metric differs between tools or teams by checking definitions, filters, time zones, attribution and tracking, then plans a reconciliation. Use when numbers disagree.

Designs rules and templates, or guarded AI generation, for the written commentary in recurring reports so it states movements accurately and never invents causes or numbers.

Generates personalised letters, certificates or labels from a spreadsheet and a template as Word or PDF files, previewing three records for approval before the rest. Use for batch documents.

Fills a Word report template from data or analysis output with a script, keeping its styles, tables, headings and figure captions, and checks that no placeholder remains. Use for recurring reports.

Reworks a data report or deck so screen reader, low-vision and colour-blind readers get the same findings, with alt text that states the message, accessible tables, colour fixes and reading order.

Plans moving a recurring Excel report pack into Power BI - inventory of tabs and manual steps, formulas mapped to Power Query and measures, and parity tests before cutover.

Runs a monthly reporting cycle in gated steps from data pull and quality checks to metric calculation, variance commentary, review with metric owners and distribution.

Plans self-service reporting with certified datasets, content tiers, rules for user-built reports, training by user type, ownership and the measures that show whether it is working.

Audits a sprawl of recurring reports and dashboards using usage, owners, overlap and upkeep cost, then proposes which to keep, merge or retire and how to retire them without surprises.

Sets on-track, at-risk and off-track rules for each KPI on a scorecard from target, trajectory and normal noise, so statuses stop flickering and a red means someone must act.

Sets up how an analytics team takes in, sizes and prioritises ad hoc data and report requests, with an intake form, triage rules, service levels, a request rota and review measures.

Sets up row-level security in Power BI, Tableau or Looker so each viewer sees only their rows, with a mapping table, the tool-specific setup, a test matrix and the usual bypasses to close.

Diagnoses a slow Power BI report through Performance Analyzer timings, DAX query plans, model size and page design, and returns fixes ranked by expected gain and effort.

Reads a dashboard screenshot and writes a short update for a team channel or email, reporting only what is legible, flagging unreadable values and missing context, and asking before guessing.

Ties every figure in a report back to the source system or ledger with a tie-out sheet, explains each difference (timing, filters, definitions, currency, joins) and lists fixes.

Writes a post-campaign wrap-up report comparing results with the objectives set before launch, full cost per result, incremental impact where measurable, what worked and lessons for next time.

Writes a quarterly customer experience report with NPS, CSAT and effort trends, the margin of error, themes from comments, actions taken and what changes next quarter.

Writes a portfolio customer health report that scores accounts on usage, support, relationship and billing signals, shows revenue at risk, and lists at-risk accounts with reasons and actions.

Writes a monthly support report for stakeholders with contact rate, response and resolution times, CSAT, backlog, top contact drivers and the fixes requested from other teams.

Writes a short user guide for a dashboard covering what each view answers, metric definitions, filters, data freshness and the common ways people misread it, for its business users.

Writes the notice that tells readers a published figure, report or dashboard was wrong, with old and new numbers, the cause, what it changes and what was done to stop it recurring.

Writes the methodology and caveats note for a report or dashboard, covering sources, definitions, cleaning, known biases and how to read the numbers, for the audience who will use them.

Writes a data quality report for a system or dataset, scoring completeness, validity, uniqueness, consistency and timeliness by field, with trends, business impact and named owners.

Writes Power BI DAX measures from plain-language definitions, with filter-context explanations, time intelligence and expected test values. Use as a BI developer or analyst building a report.

Writes a weekly trading report for an online store with sales split into traffic, conversion and order value, margin after discounts, top and falling products, returns and stock risks.

Writes a monthly engineering delivery report with DORA metrics, cycle time by stage, incidents and where time went, framed at team level to avoid gaming and unfair ranking.

Writes a post-event report with attendance against registrations, feedback with response rates, full cost per attendee, outcomes against objectives and recommendations for the next one.

Writes a nonprofit fundraising report for the board with income against target by stream, net return, restricted and unrestricted split, donor retention, pipeline and year-end outlook.

Turns analysis results into a decision-oriented report with a headline finding, evidence, caveats and a recommendation. Use when you need to share an analysis with people who will act on it.

Writes the narrative for a monthly management accounts pack covering profit, margin, cash, working capital and balance sheet movements in plain words, with open questions for finance.

Writes a monthly cross-channel marketing report with spend, leads, cost per lead, pipeline or revenue contribution against plan, and next month's moves, using the CRM as the source of truth.

Writes a monthly business review with headline results, performance against plan by area, drivers, outlook, risks and the decisions needed from leadership. Use as an analyst or operations leader.

Writes an OKR progress report with baseline-adjusted scores, confidence, trends, blockers and the decisions needed from leadership. Use for monthly check-ins and end-of-quarter grading.

Writes a quarterly people report for leadership with headcount, hiring, attrition and absence, using standard formulas and small-group privacy rules, and flags what needs attention.

Writes a monthly product metrics review with active users, activation, cohort retention, feature adoption and experiment outcomes, separating real change from mix shifts and tracking breaks.

Writes a monthly quality report with defect rates, first pass yield, cost of poor quality, customer complaints, supplier quality and corrective action status for management review.

Writes a monthly recruiting report with hires against plan, open and aged roles, time to fill, stage conversion, source of hire quality, offer acceptance and a hiring forecast.

Turns stakeholder asks into a build spec for a report or dashboard with audience, decisions, questions, metric definitions, filters, refresh, access and acceptance checks.

Writes the runbook that lets someone else produce a recurring report without its usual owner - sources, steps, checks, known quirks, sign-off and what to do when something breaks.

Writes a health and safety performance report with incident rates on a stated basis (TRIR, LTIFR), leading indicators, significant incidents, action status and next period's focus.

Writes a weekly or monthly sales report with bookings against quota, pipeline coverage, win rates, deal metrics, forecast risk and fair team or region highlights.

Writes a termly or annual school data report for governors, trustees or a school board on attainment, progress and attendance by pupil group, with context and questions to ask.

Writes a service level report for a client or internal customer, measuring each SLA exactly as the contract defines it, with breaches, causes, any service credits and the fixes agreed.

Writes a public statistical release in the style of an official statistics bulletin - main points first, measured changes with uncertainty, revisions, comparability notes and plain language.

Turns finished survey analysis into a readable report with key findings, a section per theme, the right chart per question, base sizes everywhere and honest limits on what the sample supports.

Writes a weekly or monthly warehouse and fulfilment report with on-time dispatch, order accuracy, OTIF, productivity, cost per order, inventory accuracy, backlog and actions.

Writes a monthly website report for an owner or client with traffic by channel, conversions, top pages, the changes made and their measured effect, and tracking caveats.

Writes a weekly cash report with opening and closing cash reconciled to the bank, receipts and payments, overdue debtors, headroom and the pinch points in the coming weeks.

Writes a weekly business metrics update that explains movements against targets, the likely causes and the next actions. Use for the Monday update to leadership or the team channel.