Automated Reports from Google Sheets (No Formulas Needed)
Create automated reports from Google Sheets without formulas or scripts: structure the sheet, choose what to report and schedule it to arrive by itself.
5 min read
Integrations & automation
Automated reports from Stripe, Shopify, HubSpot, Google Sheets, SQL databases and more, plus scheduling, webhooks and the API.
HubSpot Sales Reporting: Pipeline, Win Rate and Forecasts
A practical guide to HubSpot sales reporting: pipeline coverage, win rate, sales cycle and a weighted forecast, with formulas, examples and a report layout.
4 min read
Reporting API and Webhooks: Build Reports into Your Product
A developer's guide to building reports into your product with a reporting API and webhooks: architecture, key security, async jobs and signed webhooks.
4 min read
Scheduled Email Reports: Daily, Weekly and Monthly Done Right
Set up scheduled email reports people actually read: what belongs in daily, weekly and monthly reports, plus timing, subject lines and recipients.
5 min read
Sending Reports to Slack and Microsoft Teams
How to send reports to Slack and Microsoft Teams that people read: what to post, message format, channels, frequency and keeping sensitive data out.
4 min read
Shopify Sales Reports: What to Track Beyond the Dashboard
Shopify sales reports that go beyond the dashboard: net sales, margin, repeat customers, product performance and discount impact, with formulas and a template.
4 min read
Stripe Revenue Reports: MRR, Refunds and Failed Payments
Build Stripe revenue reports that matter: calculate MRR, track refunds, disputes and failed payments, and reconcile payouts with what you actually earned.
5 min read
WooCommerce Reports: Sales, Products and Customers
WooCommerce reports that explain your store: which order statuses to count, sales and margin metrics, product and customer analysis, and a template.
4 min read
Zapier, Make and n8n: Automate Data into Reports
Use Zapier, Make or n8n to automate data into reports: workflow patterns, what data to send, keeping it clean, and when a direct integration is better.
4 min read
Zendesk and Freshdesk Support Reports That Matter
Zendesk and Freshdesk support reports that matter: response and resolution times, backlog, CSAT, reopen rate and contact drivers, with formulas.
4 min read