Wholesale reporting workbooks
Give recurring reports a clearer structure.
Spreadsheet work supporting recurring wholesale reporting, with the underlying business records kept private.
Internal toolsInternal project
The brief
Organize recurring reporting work into reusable spreadsheet outputs that can be reviewed month by month.
Project scope
- Spreadsheet outputs
- Monthly report organization
Excel workbooks
The thinking behind the work.
- 01
Structure the recurring work
Workbook outputs provide a consistent place to organize reporting information.
- 02
Keep business records private
The public project overview covers the reporting workflow while keeping source records within the business.
Where the project stands.
A set of workbook outputs for recurring wholesale reporting. The underlying business records remain private.