Reporting your team actually trusts

Dashboards, scheduled extracts and self-service models built on the warehouse — where every figure traces back to a source record and a definition someone agreed to.

Reporting dashboard showing connected source systems, records loaded, data freshness, a volume trend and a breakdown by facility
Reporting & BI

The last mile of a data platform

A warehouse nobody reads is an expensive archive. This is the layer that turns it into something your operations, finance and clinical leads open every morning.

  • Definitions first. We agree what a metric means — and where its boundaries are — before we chart it.
  • Traceable numbers. Every figure can be drilled back to the records behind it, which is what makes people believe it.
  • Built for the reader. An executive view, an operational worklist and an analyst's model are different products, not one dashboard with more filters.
  • Delivered where they work. In the BI tool, in an inbox, on an SFTP drop or inside an application — whatever gets it used.
Talk about reporting
What we build

Four kinds of output, one set of numbers

All of it reads from the same conformed layer, so the dashboard and the emailed extract cannot disagree.

Dashboards

Operational, clinical and financial views for the people who need a live picture — volume, throughput, backlogs, revenue and the exceptions that need action today.

Scheduled reports & extracts

The recurring packs and files people currently build by hand — generated on a schedule and delivered by email, SFTP or to a shared workspace.

Self-service models

Governed datasets your own analysts can query and pivot without waiting on us — with the joins and business rules already handled.

Alerts & automation

Threshold-based alerts and automated actions — so a number crossing a line reaches a person instead of waiting for someone to check.

Who reads it

Different questions, different reports

Leadership

Trend, performance and exception summaries across the whole organisation.

Operations

Daily worklists, queues, turnaround times and what is stuck right now.

Finance

Revenue, receivables and month-end packs reconciled to the source systems.

Clinical & quality

Activity, outcomes and quality measures across locations and specialties.

Analysts

Governed models to explore directly, without rebuilding the joins each time.

Clients & partners

External-facing extracts and portals, scoped to exactly what each party may see.

Tooling

We work in the tool you already own

The value is in the model underneath, not the logo on the dashboard. If you have already invested in a BI platform and trained people on it, we build there.

Power BI SQL Server Reporting Services Excel & scheduled extracts Embedded in your application Your existing BI platform
Questions

Reporting questions, answered

Not always. For a single system with a decent API or database, we can report directly against it. The warehouse becomes necessary the moment a report needs two systems to agree — which, in practice, is most of the interesting ones.

Neither, until we understand why they differ — usually a timing difference, a filter nobody documented, or two definitions of the same word. We reconcile them, write the definition down, and then build the report on it.

That is the intention. We deliver governed models with the joins and rules already applied, so your team can build their own views without reinventing the logic or accidentally double-counting.

Access is applied in the model, not just hidden in the visual — row- and column-level rules tied to roles, so a user who should only see one location cannot query their way to another. Access is logged and reviewable.

Small changes are part of ongoing support. Larger ones are scoped like any other work. Where the change is something your team should own, we would rather teach them to make it than bill for it every quarter.

Next step

Which report is currently built by hand?

Most organisations have one that takes a person two days a month. Show us that one and we will show you what automating it takes.