Custom Reporting Tools

80+ hours per week wasted on reporting. 100+ B2B clients run through it. We replaced the entire reporting layer at Growth Today. Here's what changed: manual reporting → your time killer ↳ pull from EmailBison, cross-ref HubSpot, build summary in Notion ↳ write recommendations from scratch every Monday ↳ 20 minutes × 100 clients = 80 hours/week burned tools you're stuck with: EmailBison, HubSpot, Notion or Slides half-automated dashboards → your false win ↳ live data syncs but still requires manual interpretation ↳ saves 5 minutes - not enough to move the needle ↳ numbers update in real-time, recommendations don't tools you'll outgrow: Looker Studio, Hex, Metabase ai-generated reporting → your final layer ↳ Slack notification every Monday at 10 AM CET with the numbers ↳ AI takeaways and recommendations baked in ↳ operator verifies + adds context in 5 minutes ↳ 80 hours/week becomes 20 hours/week back to strategy tools: custom dashboard, Claude API, n8n for automation The rule is simple: → if operators spend more than 5 minutes reporting per client, you're losing time → if reporting requires copy-paste between tools, you haven't automated yet → the goal isn't faster reports - it's operators who never write one Most agencies treat reporting as the deliverable. The teams winning treat it as the byproduct. What does your Monday morning look like - building campaigns or pulling numbers? P.S. We built this reporting layer in-house at Growth Today. Comment "REPORTING" and I'll send the architecture for how we automated it.

Are you buried in reports? "Can't see the wood for the trees." Every Salesforce admin has been there: → Endless lists of reports → No idea what's still relevant → Wasted time searching for that one critical report The solution? Create a "Report on Reports". Here's how: Set up a custom report type (Setup > Report Types > New) → Primary Object - Reports → Secondary Object - Dashboard Components Save and run a new report. ↳ Show all reports ↳ Include valuable columns like 'Report Name', 'Folder Name', 'Created Date' and 'Last Run' Now you can: → Filter by "Last Run" to identify reports that haven't been touched in years → Group by Report Type to see which custom types are not being used → Add Dashboard Component field to see if it's used by a dashboard What other report-ception tricks do you know? --- Found this helpful? Like 👍 | Comment ✍ | Repost ♻️

Excel spreadsheets can be transformed into secure apps, letting analysts extend formulas into personalized, user-driven reporting. Dynamic reporting often means building multiple pivot tables or filters. With Copilot, analysts can produce natural language summaries directly. In Excel, you might use =COPILOT("Summarize sales by region", Sales!A2:C200) to generate a text summary. Run another formula like =COPILOT("Highlight top 5 products", Sales!B2:B200) for rankings. Combine outputs into a dashboard sheet. This creates value, but requires analysts to manage every formula variation. In Sheetcast, reporting prompts can be user-driven. Builders define a text input field where visitors enter a reporting question. That field links to the formula: =COPILOT(UserPrompt, Sales!A2:C200). The result displays in a report page, automatically aligned to the dataset. Permissions ensure visitors only see fields relevant to them, even while running their own prompts. Instead of maintaining many static views, the app enables dynamic reports generated by Copilot on demand. Analysts keep control of data security, while users explore insights with natural language. #sheetcastpartner

Canva for Football Scout Reports 🎨⚽ One of the biggest benefits of building my own platform is having a playground to experiment, learn, and push boundaries without constraints. I'm proud of the player profiles I've developed - but I kept hearing the same feedback: "Can I customise this for my own reports?" So I built it. The Scout Report Builder pulls player data directly into a drag-and-drop canvas where you can:  → Add radar charts, scatter plots, stats tables, recent form  → Full customisation on every element - colours, sizes, positioning  → Include your own branding and commentary  → Export high-quality images ready for presentations The idea is simple: data-driven visuals to support your analysis, with your own perspective and insights layered on top. No code. No design skills. Just click, customise, drag and drop. This was an ambitious feature to land with a huge ceiling for where it can go - so I'd genuinely appreciate any feedback from scouts, analysts, or anyone who creates player reports. What would make this useful for your workflow?

𝗜’𝘃𝗲 𝗯𝘂𝗶𝗹𝘁 𝗮 𝗰𝘂𝘀𝘁𝗼𝗺 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜 𝘃𝗶𝘀𝘂𝗮𝗹 𝘁𝗵𝗮𝘁 𝗹𝗲𝘁𝘀 𝘆𝗼𝘂 𝗮𝗱𝗱 𝗰𝗼𝗻𝘁𝗲𝘅𝘁𝘂𝗮𝗹 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗯𝗮𝗿𝘀 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀. The idea is to give users instant clarity about what the numbers mean, instead of making them guess. You set up a few rules (up to eight), and the visual checks your KPIs against them. When something matters, it shows a message right on the page. Each rule can have its own text, severity level, and an optional detail section. So it helps with things like..... • Calling out when a metric is off or trending the wrong way • Adding quick explanations or caveats without cluttering the report • Showing users what they should pay attention to right now • Stacking multiple messages if more than one rule applies • Letting users dismiss messages so they don’t get in the way It works like a simple “context layer” on top of your visuals. As of course as it's a custom visual, no bookmarks, no hacks lol. I’ve put the visual on GitHub if you want to try it. The compiled .pbiviz is in the dist folder, so you can import it straight into a report. The full code is there as well if you want to look around. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘀𝘁𝗶𝗹𝗹 𝘃𝗲𝗿𝘆 𝗺𝘂𝗰𝗵 𝗶𝗻 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁, 𝘀𝗼 𝗱𝗼𝗻'𝘁 𝘂𝘀𝗲 𝗶𝘁 𝗼𝗻 𝗮𝗻𝘆 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗿𝗲𝗽𝗼𝗿𝘁𝘀. 𝗜 𝗵𝗼𝗽𝗲 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗶𝘁 𝘂𝗽 𝗼𝗻 𝗔𝗽𝗽𝗦𝗼𝘂𝗿𝗰𝗲 𝗮𝘁 𝘀𝗼𝗺𝗲 𝗽𝗼𝗶𝗻𝘁. If anyone wants to see more or has ideas for improvements, happy to share. Link - https://lnkd.in/ex7Q_sxf #PowerBI #UIUX #DataViz

Hey #workday network! 👋 Want to be a faster report writer? 📊 Select the right data source from the start, in 60 seconds or less. Here’s how… When you run the task Create Custom Report, you’re faced with 3 required inputs: Report Name, Report Type, and Data Source… ✍️ Report Name can be edited at any time. No sweat. (Read about best practice nomenclature 🔗 in the comments.) ✍️ Report Type can’t be changed. Whatever you choose, you’re locked in. To pivot, you need to start over with a new custom report. ✍️ Data Source CAN be changed, but ONLY to another data source that shares its business object. Let me explain… Each data source in Workday is tied to a business object - the instance you’re assessing. For example, if you’re building a report to assess your workers, your business object is Worker. There can be multiple data sources tied to the same business object. For the Worker business object alone, there are 92 data source options! So, how do you choose the best data source for your purpose? Here’s my process... 1️⃣ Get clear about your custom report’s purpose with these 3 questions… ❓ What is your business object? Identifying the correct business object narrows down your potential data sources AND gives you the flexibility to play with your business object’s different data sources without creating a new custom report. ❓ Of all your business object instances, which do you need? Some data sources will return ALL instances of its business object. Others include built-in FILTERS. If you don’t need all instances, look for a data source already filtering for your purpose. For example, use the "All Workers for Pre-Hires" data source to only report on workers with a future hire date. Your custom report will run faster 💨 ❓Who is your audience? Some data sources have built-in PROMPTS. For example, the data source “Workers by Active Organization” has built-in prompts for Organization and Include Subordinate Organizations. End users can enter a specific Org Chain to focus on workers in that area! Armed with this info, you can move on to Step 2. 2️⃣ Run the WD-delivered report “Data Sources”... At first glance, the 2,728 data sources in Workday are daunting 🥵 At second glance, you’ll realize most aren't relevant to you 😁 Filter the second column “Primary Business Object” to the business object you identified in Step 1. In 95% of cases, this action alone gets your data source options below a count of 5 🙌 From there, focus on the “Description” and “Built-In Prompts” columns. This guides you to the best data source for your purpose. 3️⃣ Create your custom report! With this info, RUN (don’t walk 😉 ) to create your custom report. With this data source selection process, you jumped over a major blocker! 🚧🦘 What helps you write your reports faster? Follow #wellbuiltworkday for more 🏗️🌞 P.S. If you enjoy our posts, you’ll love the Well Built Solutions newsletter! Sign up link is on my profile - Ceci Blomberg 😊

I love taking Power Bi reports to the next level. Give them an 'app like' feel.   Custom filter panes are a technique to  achieve this. Provide a unique experience.   The big downside. They can take a lot of time to build and maintain.   What most people forget: There's a lot you can do with the built-in filter pane. It's one of those hidden gems in Power Bi.   Here how to maximise its potential:   1. Locate the settings: Open the report page settings. There are two relevant sections in the visualisations pane: "filter pane" and "filter cards". Filter pane contains the settings for the whole pane. Filter cards contains the configuration of individual filter elements added to the filter pane.   2. Filter cards have a setting for two states (Default and Applied). Don't forget to adjust both. You can play with this settings to make it easy for the report user which filters have an active selection.   3. Always publish your reports as an app. This gives you most control over the look and feel.   4. Hide any filters you need to make your report work but you don't want your report users to tinker with. (Personally I hide all visual level filters)   5. Only add relevant filters. Keep it tidy.   6. Add filters that are applicable to all report pages to the "filters on all pages" section. Filter that are only applicable to the current view can be added to the "filters on this page" section.   7. If you would decide to go for a custom filter pane, or you don't need a filter pane at all you can completely hide the built-in filter pane. It makes your report clean and frees up additional screen estate.   +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ 💡 𝗣𝗿𝗼 𝘁𝗶𝗽 Filter pane settings are on the report page level. This means that if you adjust the settings on one page of you reports it is not applied to all other pages. Here's how to tackle this problem:   - The best way to do this is to create a Power Bi theme which includes filter pane settings. This ensures a consistent look and feel across all your report with a one-time investment.   - If you don't have a theme you can create a blank page to your report with the desired canvas size and filter pane settings. Then duplicate this page whenever you want to add a new page to the report. Hide this page if it's not visible to your report users but you can still reference it in the future. +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ 💡 𝗣𝗿𝗼 𝘁𝗶𝗽 𝟮 Educate your users on the built-in reset filters button. +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ 👉 Are you ready to spice up the filter pane? I would love to see what your creativity can do with it.

🔥 𝗖𝗙𝗢𝘀: 𝗧𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗿𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗶𝘀 𝗵𝗲𝗿𝗲, 𝗮𝗻𝗱 𝗶𝘁'𝘀 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗵𝗼𝘄 𝘄𝗲 𝘁𝗲𝗹𝗹 𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆'𝘀 𝘀𝘁𝗼𝗿𝘆. I have just published my comprehensive analysis of the "New Wave of Financial Reporting Tools". The results might surprise you. 𝗞𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀: ✅ Traditional Excel-based reporting is officially dead ✅ Modern platforms reduce month-end close by 70%+  ✅ The best solution isn't always the most expensive ✅ Implementation speed varies from 30 days to 6+ months I evaluated F𝗮𝘁𝗵𝗼𝗺, 𝗥𝗲𝗮𝗰𝗵 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, 𝗟𝗶𝘃𝗲𝗙𝗹𝗼𝘄, 𝗖𝗹𝗼𝗰𝗸𝘄𝗼𝗿𝗸, 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗖𝗮𝘂𝘀𝗮𝗹, grading each from A+ to F based on strategic value, ease of implementation, and ROI impact. 𝗧𝗵𝗲 𝘄𝗶𝗻𝗻𝗲𝗿? A platform that excels at financial storytelling while maintaining sophisticated modeling capabilities. 𝗧𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲? The most customizable solution ranked lowest due to implementation complexity that kills productivity gains. For CFOs managing multi-entity operations, consolidation automation, or investor reporting, this analysis provides the strategic framework you need to make the right platform decision. Full analysis with detailed grades and technical evaluations is in the article. 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴 𝘪𝘴 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵. 𝘕𝘰 𝘷𝘦𝘯𝘥𝘰𝘳 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥. #CFO #FinancialReporting #DigitalTransformation #controller #Finance

How can you create a custom report showing users' device types and their conversion rates? (Custom reports can transform how you understand your audience’s behavior.) Here’s your simple step-by-step guide: Step 1: Access Google Analytics ◾ Log in to your Google Analytics account. ◾ Navigate to the property and view where you’ll create the report. Step 2: Go to Customization ◾ In the left sidebar, click Customization. ◾ Select Custom Reports. Step 3: Create a New Custom Report ◾ Click the + New Custom Report button. Step 4: Set Up the Report ◾ Report Name: Name it something descriptive like "Device Types and Conversion Rates." ◾ Tabs: Start with one tab for simplicity. Metric Groups: ◾ Add metrics like: ◽ Goal Completions. ◽ Conversion Rate (specific goal conversion rates if you have multiple goals). Dimension Drilldowns: ◽ Add Device Category to break down data by desktop, mobile, and tablet. Step 5: Add Filters (Optional) ◾ To refine the report, use filters (e.g., by specific goals, campaigns, or user segments). Step 6: Save Your Report ◾ Click Save to finalize. Step 7: Analyze the Data ◾ Go to the Custom Reports section and open your new report. ◾ Compare conversion rates across device types to spot trends. Step 8: Export and Share (Optional) ◾ Use the export options (PDF, CSV, etc.) to share your findings. Pro Tip: If mobile conversion rates lag behind desktop, it’s a signal to optimize your mobile user experience. Use these insights to shape responsive design strategies and target marketing efforts for each device type. With this simple process, you’ll unlock actionable insights and drive better results for your website. What’s your favorite custom report to build? Share below! P.S. Save this guide for your next reporting session.