Financial and management reporting
Update sales, costs, margins, budgets or cash data to prepare periodic reporting for management.
RECURRING REPORTING, INDUSTRIALISED
Turn recurring reporting into a reliable, controlled and reusable process.
B DATA Studio turns an existing reporting process — Excel, structured files, SQL databases, CRM or ERP exports — into a reusable model. Sources, rules, transformations, indicators, controls, visualisations and report structure are retained to integrate new data, regenerate the deliverable, create a new version and distribute it.
- Structured sources
- Excel, SQL, CRM, ERP and business data
- Reusable model
- Rules, controls, indicators and visualisations
- Controlled cycle
- Update, regenerate, version and distribute
THE HIDDEN COST OF REPORTING
The report returns every week or month. Producing it should not start from scratch.
In many organisations, the same sources return at every reporting period, with the same reconciliations, calculations, checks and outputs. The issue is not only time: each rebuild multiplies manipulations, dependencies and opportunities for discrepancies.
New fileCopy, reconcileRecalculateCheckRebuild chartsFormatExportDistribute
Then start again at the next reporting period.
Operational reporting
Consolidate several sites, agencies, activities or tools to compare performance and identify discrepancies.
Client reporting
Produce regular analyses, indicators or deliverables for clients, subsidiaries or supported entities.
THE B DATA MECHANICS
The model remains. The data changes. The report evolves.
The first cycle defines and approves the reporting method. Later cycles reuse that method with new data, without rebuilding the process at every reporting period.
INITIAL PHASE
Existing reportApproved model
Sources, rules, transformations, indicators, controls, visualisations and report structure.
FOLLOWING CYCLES
- 01
New data
Updated file or refreshed SQL source
- 02
Controls
Structure, rules and verification points
- 03
Regeneration
Transformations, calculations, indicators and visualisations
- 04
New version
The updated report is retained
- 05
Distribution
Export or delivery according to configuration
↺ The cycle restarts with new data.
WHAT IS REUSED
A reporting model retains the method, not just the layout.
A B DATA model retains the elements required to reproduce reporting from new data: expected sources, transformations, calculation rules, indicators, controls, visualisations and the organisation of the deliverable.
B DATA
REPORTING MODEL
Sources
Expected files, SQL databases and business data.
Rules
Business logic and reporting conventions.
Transformations
Data preparation and structuring.
Indicators
Expected calculations and metrics.
Controls
Checks defined before production.
Visualisations
Charts, tables and outputs.
Report structure
Organisation of the deliverable and its sections.
PRODUCT PROOF — VERSIONING
Each reporting period produces a new version, not a new project.
Once the model has been approved, the reporting process can be updated with new data. B DATA regenerates the deliverable according to the defined method and retains successive versions so changes can be followed over time.
NEW DATA
Two ways to update an approved model.
Reporting is not rebuilt at every reporting period. The existing model receives new data, then reapplies the transformations, controls, calculations and visualisations already defined.
Excel or structured file
Re-import an updated file
Import a new file containing data for the latest period. Its structure must match the structure expected by the model: the same columns, expected data types and organisation. B DATA can then rerun the configured process without rebuilding the reporting workflow.
Connected source
Refresh a SQL source
Refresh data from an existing connected SQL source. The new data is loaded and the report is recalculated and regenerated from the existing model without manually importing a new dataset.
New dataTransformationsControlsIndicatorsVisualisationsReportNew version
CONTROL BEFORE PRODUCTION
If the source changes, B DATA tells you before regenerating the report.
A structural difference can make a model incompatible with new data. B DATA therefore identifies discrepancies — such as added, removed or missing columns — so they can be reviewed or the model adapted before regeneration.
AUTOMATED
- Data import or refresh
- Configured transformations
- Calculations and indicators
- Controls defined in the model
- Report generation
- Creation of a new version
- Configured distribution
UNDER HUMAN CONTROL
- Validation of structural changes
- Model adaptation
- Definition of business rules
- Validation of discrepancies
- Interpretation of results
- Decision-making
Automating production does not mean removing control.
No standalone schema-change capture is available in the project assets, so this page does not simulate a product modal.
DEPLOYMENT
Configure the first reporting model together. Then keep it running.
Deployment starts with a real reporting process, its sources, frequency and the decisions it needs to support. Auroramind configures the first model with your teams, then B DATA becomes the platform used to update, version and extend it.
- 01
Configure the first model
Identify the sources, rules, transformations, controls, indicators and deliverables required for the reporting process.
- 02
Operate B DATA
Update data, regenerate reports, retain versions and distribute deliverables according to the defined process.
- 03
Extend progressively
Add new reporting models, sources, integrations, business adaptations or service levels as requirements evolve.
Which report are you still rebuilding at every reporting period?
Show us a report you produce regularly, the sources it uses and how often it is updated. We will assess what could become a B DATA model and the most appropriate update method.