Define the measure
Agree what a number means, how it is calculated and which records it includes. Establish a baseline before using a report to judge whether a workflow has improved the process.
Platform Reporting
See the work. Understand the change.
Prepare useful reports from connected business records and the decisions your team needs to make.
Talk about your businessA connected workflow
- Connected records
- Agreed measures
- Reviewable report
- Informed follow-up
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
A report should answer a question, not add another place to search. We build reporting around the measures your team uses, the sources behind them and the actions a result should inform.
Prepare the right view
Bring relevant information into a clear summary for the audience. A finance review, project update and operational performance report need different levels of detail and different explanations of exceptions.
Turn findings into follow-up
Keep source context available and highlight missing or incomplete inputs. Give the team a way to investigate a change, ask a better question and assign a next step after reviewing the result.
In practice
What this could look like.
A monthly operations report combines task completion, manual interventions and workflow costs. The process owner reviews the pattern and chooses which recurring issue should be addressed next.
An example workflow, shaped to the systems and responsibilities of your business.