ORIGINAL REDDIT POST

friday reporting still takes 1-2 hours of copy-paste and the numbers are stale before i hit send

every friday: pull stripe, google ads, support queue, project status then paste into one google doc then email my team. takes 1-2 hours and the numbers are stale before anyone reads them. that is what i used to do, curious how you guys solved it the doc…

Original postr/smallbusiness

every friday: pull stripe, google ads, support queue, project status then paste into one google doc then email my team. takes 1-2 hours and the numbers are stale before anyone reads them. that is what i used to do, curious how you guys solved it the doc works, it's just slow and i trust that it's current what's your setup if you've escaped the copy-paste ritual? the uglier the better!

Collected discussion

8 comments

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u/ExternalLeg3247OP

Did you build it yourself???

u/ExternalLeg3247OP

What r u using to build this

u/ExternalLeg3247OP

Gsheets or xcel?

u/agentUi

yes, you can describe to the AI and the AI can build it for you, if you need any help just send an email to support

u/ZeroTwoMod

Start by defining the fields and the cut-off time you need, not the Google Doc layout. Pull each source into one table, then have the weekly job stamp the source time, missing data, and exceptions beside the numbers. If one system fails, send the report with that gap plainly flagged instead of a complete-looking document built on stale data.

u/agentUi

I just have a dashboards that pulls all the data into one place and lets me send the report (full disclosure i did in our own platform)

u/DisastrousDig1561

I’d stop treating the Google Doc like the source of truth. Use it for the quick summary, but keep the actual numbers somewhere that updates on its own, even if it’s an ugly sheet. Otherwise Friday reporting turns into its own job and the report is already stale by the time people read it.