StreamEdgeSolutions

Business Automation · Reporting

Reporting Automation

The reports you assemble by hand every month, produced on schedule instead.

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From$799USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off build, delivered remotely, that automates the recurring reports you assemble by hand: figures pulled from your source systems, formatted the way you already present them, and emailed on a schedule you set. You pay once and own the running reports.

  2. 2

    What you get

    4 deliverables, listed in full below

    • Up to 5 automated recurring reports, output as PDF and spreadsheet
    • A written metric definitions document
    • A configured distribution list and schedule
    + 1 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    2–4 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

Scheduled reports generated from live data and distributed automatically — illustrative concept, not a screenshot of a client system
Scheduled reports generated from live data and distributed automatically. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off build, delivered remotely, that automates the recurring reports you assemble by hand: figures pulled from your source systems, formatted the way you already present them, and emailed on a schedule you set. You pay once and own the running reports.

Somebody in your business spends the first three days of every month exporting spreadsheets and pasting them into a template. This work replaces that: the same numbers, from the same sources, produced automatically and distributed to whoever needs them. Where a figure requires a judgement call, the report leaves a space for the commentary rather than inventing it.

The problem it solves

Monthly reporting takes days, arrives late, and every version has slightly different numbers depending on when the export was taken.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

4 deliverables

  • Up to 5 automated recurring reports, output as PDF and spreadsheet
  • A written metric definitions document
  • A configured distribution list and schedule
  • A verification record comparing the first automated run against your manual version

What's included

The work covered by the figure in the buy box, at no extra cost.

  • Up to 5 recurring reports
  • Up to 3 data sources
  • Metric definitions
  • Scheduling and distribution
  • Verification against your manual output
  • Training

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Scheduled generation — daily, weekly or monthly
  • Data pulled from multiple source systems
  • A consistent, branded report layout
  • Automatic distribution to a recipient list
  • PDF and spreadsheet output
  • A definitions page so everyone agrees what each metric means

How it works

The delivery sequence from order to handover.

  1. 1

    Collect the current reports

    We take the reports you produce today as the specification.

  2. 2

    Agree definitions

    Each metric gets one written definition, which usually surfaces disagreements worth having.

  3. 3

    Connect the sources

    Figures are pulled directly rather than exported by hand.

  4. 4

    Build and verify

    The first automated run is checked line by line against your manual version.

  5. 5

    Schedule and distribute

    It runs and delivers on your timetable.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 2–4 weeks.

Delivery method
Remote Setup
Expected delivery time
2–4 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • Examples of the reports you produce today
  • Read access to the source systems
  • A decision-maker who can settle metric definitions

Who this is for

  • Managers assembling recurring reports by hand
  • Businesses whose reports arrive too late to act on
  • Boards needing a consistent monthly pack
  • Teams where each department reports different numbers for the same thing

Business needs this addresses: Automate work, Improve operations

What's not included

Just as plainly as the list above: the things this package is not.

  • Financial audit or assurance work
  • A live on-screen dashboard, which is a paid add-on rather than part of this scope
  • Data that does not exist in any system — we cannot report what was never recorded
  • Business analysis or interpretation of the results
  • Data warehouse construction, which is quoted separately if needed

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

What if our systems disagree with each other?

That comes out during the definitions stage, and it is usually the most valuable part of the project. We will show you the discrepancy; you decide which source is authoritative.

Can it include commentary?

It leaves a clearly marked space for your commentary. It will not generate narrative about your business performance, because that would be invention dressed as analysis.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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