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Reporting automation

Stop rebuilding the same report every month.

We automate the NFP reporting that eats your team’s week - getting data out of Infoxchange systems like CIMS and SRS, checking it and turning it into Power BI reports that stay up to date. Your current systems stay exactly where they are.

How it works

How the reporting month changes.

  1. 1 / Download

    Every month, someone downloads the same files.

    Client records, feedback forms, the funding spreadsheet. One export at a time.

  2. 2 / Copy

    Then copies, pastes and checks it all by hand.

    The totals don’t quite match, the versions multiply and the report is late again.

  3. 3 / Connect

    We connect to the systems you already use.

    Your current systems stay in place. The downloading simply stops.

  4. 4 / Check

    Behind the scenes, the numbers are gathered and checked.

    Checks run before each report updates, so problems can be found and fixed first.

  5. 5 / Report

    Your report is just there, up to date.

    Open it whenever you need it. Every number traces back to where it came from.

Reporting work

Reporting that now runs without routine staff work.

Not sure how much time reporting takes now? Try the NFP reporting calculator

In their words

“George has done an excellent job supporting Lou’s Place to develop our outcomes dashboard and improve our reporting processes. He has taken the time to understand our service, the women we support and what we need from our data.”

Genavieve SakrActing CEO, Lou’s PlaceOutcomes dashboard and reporting automation
Read the case study

Our guarantee

100% delivery and satisfaction guarantee.

If you are not happy with the work at any point during the project, you can request a refund. That option stays open until four weeks after the delivery date.

To request one, email hello@digitalnachos.com.au.

Before you get in touch

Questions about reporting.

Do we have to replace CIMS or SRS?

No. Your current systems stay exactly where they are - we work around them. Neither reporting project replaced the client’s system.

Which systems have you worked with?

So far CIMS and SRS, plus feedback surveys and the reporting tools a service already has. If yours is different, tell us what it is and we’ll be straight about whether it fits.

Where does our data live?

Inside the access and hosting set-up we agree before any work starts and we put it in writing at the scoping stage. Our data handling page explains what that covers.

Can we trace a number back to where it came from?

That’s the aim. The original files are kept and the data is checked before each release, so a figure on the dashboard can be followed back to its source and how it was worked out.

What if our current numbers are wrong?

Then it’s better to find out early. Checking the data before each release is where problems like that show up. We fix the definitions or flag them for review before anyone relies on them.

Tell us which report eats your week.

Say which report it is and which systems it comes from. We’ll reply with a sensible next step.

Talk through your reporting