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Reports & BI

Operational dashboards, the handful of numbers worth watching, scheduled distribution, and building your own reports without waiting for IT.

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Reports & BI 11 min

The Monthly Management Pack: One Set of Numbers the Board Can Trust

Most board packs are assembled by hand in the four days before the meeting. What belongs in one, why a certified definition beats four accurate spreadsheets, and the four choices that make two reports disagree.

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Reports & BI 10 min

Who Should See Which Numbers: Sharing Reports Without Leaking Them

A shared report is a permission decision wearing a friendly interface. Roles versus named people, the difference between sensitive and export-restricted fields, and why row-level filtering is one report per audience.

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Reports & BI 10 min

Reporting & BI in Kenya: Reports People Actually Read

Every business asks for reporting and most end up with reports nobody opens. The difference between a report and a decision, and why reporting problems are nearly always records problems in disguise.

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Reports & BI 10 min

Operational Dashboards: Choosing the Six Numbers That Matter

A dashboard with twenty tiles is a wall decoration. How to choose the six numbers that would have warned you about last year's surprises, and the rule that keeps a dashboard useful.

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Reports & BI 9 min

Scheduled Reports: Getting the Right Numbers to the Right People

The gap between a report that exists and one that reaches the person who acts on it is most of the value. Scheduling, who to send to, and how to stop scheduled reports becoming ignored mail.

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Reports & BI 9 min

Building Your Own Reports Without Waiting for IT

The most expensive report is the one somebody assembles by hand every month because asking IT takes three weeks. What a report builder removes, and how to avoid the mess when everyone can build one.

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