Report Writing Services

What are Report Writing Services?

Report Writing Services are a paid, scoped service that helps you create custom financial reports tailored to your specific business needs. Our team will design and build professional reports that leverage the full power of Reach Reporting's features, ensuring you have the insights you need to make informed decisions.

Here are some examples of what we can build for you:

Industry-specific reporting templates tailored to your business
Multi-location or consolidated reporting across multiple entities
Complex custom reports with advanced metrics and calculations
Professionally designed reports that you can maintain going forward

Important: You must be an active, paid Reach Reporting subscriber to qualify for Report Writing Services.

What's Included

Report Writing Services include:

Custom report design consultation
Complete report build and configuration
Set up of metrics, statements, and visualizations
Communication and coordination throughout the project

Our team will handle:

Report design and layout
Building automated calculations and formulas
Configuring dashboards and visual elements
Ensuring reports are maintainable going forward

What You'll Need to Provide

To ensure a successful project, you'll need to prepare:

Data Setup (as applicable to your report):

Clear Vision:

Examples of desired reports or mock-ups
Excel sheets with any required calculations
Specific metrics and KPIs you want to track
Understanding of which data points should be automated vs. manual
Agreement on the minimum viable result before work begins

Pricing

$1,200 includes up to 6 hours of report writing work
$200 per additional hour beyond the initial 6 hours
All project time counts toward hours, including:

Email communication
File reviews and data validation
Calls and meetings
Clarification and revisions

We'll communicate clearly about time tracking to ensure you stay within scope.

The Report Writing Process

Step 1: Initial Consultation

We'll discuss your needs, review feasibility, and determine:

What can be automated in Reach Reporting
What will require manual updates
Any limitations or workarounds needed
Your visions and goals for the reporting you need

Step 2: Pre-Build Setup & Training

Before any report writing hours begin, we’ll walk you through:

Setting up your data (chart of accounts mapping, budgets, consolidations, etc.)
Connecting all necessary data sources
Our readiness checklist to ensure everything is in place
Any platform features you'll need to understand for report maintenance

Step 3: Intake Form & Scheduling

Once your data setup is complete, we'll provide you with an intake form where you can share:

Report specifications and requirements
Examples, mock-ups, or reference materials
Any additional context that will help us understand your vision

Step 4: Report Build

Our report writing specialist will take all the materials you've provided and get to work building your custom report. Throughout the process, we'll:

Collaborate closely with you to ensure we're on the right track
Check in regularly so you can confirm we're building to fit your needs and specifications
Track time against your purchased hours
Communicate proactively if additional hours are needed
Deliver a finished, maintainable report that meets your goals

Step 5: Review & Handoff

Review the completed report together
Receive guidance on maintaining and updating the report
Address any final questions or clarifications

Post-Build Enhancements

After your initial report is delivered:

Additional refinements or new ideas are treated as new scope
Additional hours may be purchased as needed
New requests require new scheduling

Pre-Build Requirements Checklist

Before report writing begins, ensure you have completed:

Data Connectivity:

[ ] All necessary companies are connected to Reach Reporting
[ ] Recent sync completed with current financial data
[ ] Consolidations created and eliminations set up (if applicable)

Data Configuration:

[ ] Chart of Accounts mapped (if using consolidations or custom groupings)
[ ] Budget/forecast data uploaded and configured
[ ] Non-financial data connected
[ ] Company logo uploaded

Report Specifications:

[ ] Clear examples or mock-ups provided (including Excel sheets with calculations if applicable)
[ ] Specific metrics and KPIs identified
[ ] Report format and layout agreed upon
[ ] Automated vs. manual elements defined
[ ] Minimum viable result clearly defined

Administrative:

[ ] Billing authorization confirmed
[ ] Intake form completed
[ ] Build session scheduled

Tips for Success

Be Specific

The more detailed your requirements, the better we can deliver exactly what you need.

Provide Examples

Sample reports, mock-ups, or screenshots help us understand your vision.

Focus on Automation

Our goal is to automate as much as possible with live data feeds from your bookkeeping system. However, there may be some data points that need manual updating (like non-financial metrics or external data sources).

Complete Setup First

Having all data properly configured before we start building saves time and money.

Plan for Maintenance

Ask questions about how to maintain and update your reports going forward.

Frequently Asked Questions

Q: How long does the report writing process take?

A: Timeline varies based on complexity, but most projects are completed within 2 weeks after data setup is complete and the intake form is submitted.

Q: Can I request changes after the report is delivered?

A: Yes! We'll work with you on adjustments during the project until you're happy with the result. If you require additional changes or enhancements after the project is complete, those will be treated as a new project, scoped as additional hours, and scheduled accordingly.

Q: What if I don't know exactly what I want?

A: That's okay! We can provide guidance to help you define your reporting needs. However, we'll need to agree on a minimum viable result before beginning work to ensure clear expectations.

Q: Do you provide training on maintaining the reports?

A: Yes, we'll show you how to maintain and update your reports during the handoff process.

Q: What if my data setup isn't complete?

A: We cannot begin report writing until all pre-build requirements are met. We'll provide training to help you complete the necessary setup steps.

Q: Can I purchase additional hours later?

A: Absolutely! Additional hours can be purchased at $200/hour and scheduled as needed.

Ready to Get Started?

If you're interested in Report Writing Services, please contact your Client Success Manager, our support team via the chat feature in Reach Reporting, or email support@reachreporting.com. We'll help you determine if this service is right for your needs and guide you through the next steps.

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