An agreed report definition
A written description of the source, report, reporting cutoff, included records and rules for flagging problems, checked against a suitable sample.
One source / One report / One owner
Make the next report repeatable.
Set up a process for one recurring Excel or SharePoint report, with clear rules, flagged problems and instructions for the person running the next report.
Work directly with Felipe Quintana. Start with a brief description and a free 20-minute call to see if I can help.
The starting point
For the report that takes over part of your week.
- An operations owner regularly gathers, checks or formats the same information.
- The input can be defined as one agreed Excel workbook or SharePoint list.
- You can show the desired output and make someone available to check the result.
What you receive
A reporting workflow with a clear handover.
The build includes the agreed report and instructions, with a named person responsible for the next run.
The agreed reporting process
A repeatable way to produce the agreed report from the selected source, using the approach confirmed in the proposal.
One review round to check the result
One agreed review round and a walkthrough to compare the report with sample records and check that it flags the right problems.
An operating guide
Instructions to run, check and troubleshoot the next report, including what it depends on and who maintains it.
What is included: Included: one source, one report, one owner and one agreed review round. Extra sources, major data cleanup, custom integration, Microsoft licensing and ongoing support are agreed separately. Scheduling, notifications or a particular output format are included only if the proposal lists them.
How we work
Agree the result before building the report.
- Step 01
Define the cycle
Confirm the source, reader, output and owner. Establish a reporting date or cutoff and what a correct result should contain.
- Step 02
Build and check the report
Use approved access and a suitable sample. Compare the output with expected records, totals and exceptions, then complete the agreed review round.
- Step 03
Hand over the next run
Check the finished report with the owner and hand over the how-to guide. Confirm where the report goes and who maintains the process.
Made-up example / Not client results
A useful report needs rules you can check.
Our public reporting guide uses four invented work items dated September 23, 2026. One item is both blocked and overdue. Another is complete, so its past due date does not make it overdue. These distinctions matter before any automation is built.
See the source rows and example rules
Public resources use invented data. Ask for a guided walkthrough of the actual Power Apps demonstration through the project brief.
Guide example · fixed date 2026-09-23
Open work items3
Blocked1
Overdue1
Stale update1
Four invented source records. Categories overlap; these totals must not be added together. This is a worked example, not a customer result.
Before we start
A few practical questions.
What does “from $1,750” mean?
It is the starting price for the work listed above. We check the source, the report you need and anything the work depends on before agreeing a fee and delivery window. For a larger problem, we choose a smaller first step or provide a separate quote.
Can you use the workbook or list we already have?
That is the starting point. We check that one source can support the output and that someone can approve access and field definitions. Any required cleanup or restructuring is included only when agreed.
Is the report guaranteed to run automatically?
The proposal explains how it runs. The person responsible may start each run, or it may run on a schedule, depending on the agreed tools, access and requirements. Automatic scheduling is not included unless agreed.
Can the sprint include several reports or sources?
The starting offer is one source and one report. Additional outputs, sources, integrations or substantial cleanup need a separate scope and estimate.
What happens after handover?
The owner receives a how-to guide and a walkthrough to check the result. Ongoing maintenance, new features and support are agreed separately. The sprint does not include unlimited support.
Choose your next step
Start with the help you need.
Tell us about the report you produce.
Tell us where the data comes from, who runs the report and what the reader needs to decide. We’ll use that to agree the work.
Start a reporting sprint brief
Prefer email? felipe@getquintera.com
No payment or commitment on this page.