Reporting automation
Spreadsheet reporting automation, built around your rules
When every reporting cycle starts with copying rows, fixing column names, and chasing missing details, the workbook becomes a second job. Hextraits builds a repeatable path from the files you receive to a checked report your team can use.
From separate files to one reviewed workbook
The starting point is one real reporting cycle: its inputs, the decisions people make, and the output they need. The build follows those decisions, including the places where a person must check the answer.
Step 1
Map the source files
Identify who sends each report, when it arrives, and which columns mean the same thing. Agree supported layouts, reporting periods, units, and the reference output before automating.
Step 2
Check before combining
Check expected files, required fields, and duplicate records against agreed rules. Keep the source filename and row reference so a number can be traced back when someone questions it.
Step 3
Review the exceptions
Route missing information or ambiguous business rules to a named reviewer. A missing pack size needs evidence from your business; silently guessing would only make the report look complete.
Step 4
Produce a repeatable report
Build the agreed master workbook and summary after required reviews. Compare row counts, totals, and representative records with the approved reference before your team relies on the workflow.
A fit for recurring consolidation
This fits distributor sales reports, branch summaries, and other recurring spreadsheets with identifiable sources and repeatable rules. It helps when someone can explain what a correct report looks like and take responsibility for exceptions.
When to start somewhere else
A one-time cleanup may only need a spreadsheet fix. If definitions change every week or nobody owns the source data, first settle those decisions. If the main problem is tracking open work and handoffs, explore an operations dashboard.
See the review step
What happens when the source is unclear?
In the Registro distributor demo, three markets send different layouts. One attachment is a duplicate and one report leaves out bottles per case. You review supplied evidence before downloading the master workbook, then inspect the source behind a row.
This is a guided simulation with fictional businesses and fixed sample files. It illustrates a workflow, not a client result or a guarantee for arbitrary files.
Explore the sample workbook →A fixed scope, with ownership clear
Your quote lists supported source formats, calculations, review rules, output, and any integrations. New formats or workflows are scoped before being added. Software and hosting costs are identified before you commit.
You own the code and data, on accounts you control. Handover and ongoing responsibility are agreed before work starts; optional care can cover support after launch. See operational system pricing and scope.
Start with the report you keep rebuilding
Describe where the files come from, how often you combine them, and who checks the finished report. We can use that to scope the first useful workflow. No customer files are needed to try the demo.