Resources
Reporting & Data Automation Resources
Practical guides on improving your reporting, automating spreadsheets, connecting data and building dashboards. Written from the work we do every day, not recycled listicles.
Start here
Latest guides.
Guide
How to Automate Business Reporting with Google Sheets
A practical walkthrough of turning Google Sheets into an automated business reporting system: data sources, cleaning, KPI calculations and recurring updates.
Read the guide →
Guide
How to Automate Marketing Reporting: A Practical Guide
How to get advertising and analytics data out of the platforms and into automated reports and dashboards, plus the mistakes that make automated reporting untrustworthy.
Read the guide →
Guide
Google Sheets vs Excel for Automated Reporting
An honest comparison for reporting work: collaboration, data connections, automation, scalability, and when a business should simply use both.
Read the guide →Browse by topic
What we write about.
Each topic pairs guides with the matching AndLeads service, so you can read about it or hand it off.
Reporting
Business reporting, management reporting and KPI reporting.
Spreadsheet Automation
Google Sheets, Excel and spreadsheet workflows.
Related: Spreadsheet automation, Google Sheets automation, Excel automation
Marketing Reporting
Marketing analytics, advertising reporting and agency reporting.
Related: Marketing reporting service, For marketing agencies
Data Automation
Data integration, data cleaning and automated workflows.
Related: Data automation service, Ecommerce reporting
Dashboards
Looker Studio, KPI dashboards and business dashboards.
Related: Looker Studio dashboards, SaaS reporting
More guides are being added over time. If a topic you need is missing, tell us and we will likely write it.
Rather hand the reporting off than read about it?
Tell us what your reporting looks like today. We'll set it up, automate it and keep it running.