Automated Reports · NZ Businesses
Managers shouldn't have to wait until someone has time to pull numbers together. Automated reports combining whatever systems you run — in your format, pushed on schedule, without being asked.
Every business has a handful of reports that drive actual decisions — a weekly sales summary, a margin review, a stock position. Somebody already knows what those reports should contain. The problem is that making them means pulling numbers from Cin7, cross-referencing Xero, maybe grabbing something from a spreadsheet, putting it all into a template, and emailing it around. Every single time.
That's not a reporting problem. It's an assembly problem. The numbers exist — they're just in different systems, and extracting them by hand on a schedule eats real time.
Automated reporting doesn't reinvent your reports. It takes the assembly work off a person's plate, so the right numbers reach the right people on time, whether or not someone remembered to pull them.
Cin7 and Xero have canned reports within their own system. What they don't do:
Cross-system views.
A sales-by-margin report needs Cin7 and Xero in the same view. Neither system can pull from the other, so someone assembles it manually.
Your format.
Canned reports come in system format. The one your GM actually reads is usually a specific layout that evolved over years — not the default export.
Push delivery.
System reports sit waiting for someone to log in and run them. Automated reports land in the inbox (or Slack, or a shared file) on the day and time they're needed.
Alerts.
When something matters — margin dropped below X, an order hasn't dispatched — a report that arrives on Friday isn't the right tool. An immediate alert is.
Honest version: if the report you want lives entirely inside one system and the built-in export covers it, use the built-in. This earns its keep for recurring reports that need assembly across multiple systems, or for reports that are consistently late because someone keeps not having time.
Identify what gets acted on.
We start with the reports your people actually use — not every available metric. If something's never opened, it doesn't get automated.
Pull from wherever the data lives.
Cin7, Xero, Shopify, Pipedrive, a Google Sheet, a manual log — whatever's the source of truth for each number. No requirement to centralise everything first.
Format the way your people expect.
The layout your GM reads, with the columns they care about. An Excel file, a PDF, a Slack message, a shared spreadsheet that updates itself — whatever format actually gets used.
Add alerts as a bonus.
Once the data pipeline is live, threshold alerts are cheap to add — stock position drops below reorder level, gross margin falls below target, a key customer hasn't ordered in 30 days.
Report assembly is deceptively expensive — it's usually done by someone senior, on a deadline, every single week. Work out what that looks like as an annual number.
Three sliders, 30 seconds — see your number before you talk to anyone.
Open the calculator →A wholesale distributor had a weekly sales report that combined Cin7 sales data with Xero margin figures and landed in a specific Excel format their GM used to review Monday morning. Someone spent 45–60 minutes every Friday assembling it. We automated the pull, build, and delivery — the file arrives in the GM's inbox Friday at 4pm without anyone touching it. We added a gross margin alert as part of the same build, which catches any line falling below target in real time.
Step 1
From $750 — credited toward the build
I map your recurring reports, which ones cost real time to assemble, and what a clean automated version looks like. Fixed fee, credited toward the build.
Step 2
$4,000–$12,000 fixed price
I build the pipeline and delivery. Scoped from the audit. Fixed price. The reports run without anyone asking.
Step 3
From $400/month · cancel any time
I keep it running as your systems and report requirements change, and on call when an upstream API update breaks delivery. Month-to-month.
The TimeBack Guarantee
If the build hasn't cut the time on these tasks to under 20% of what you spend today — within 3 months — I refund the audit fee in full. On top of it already being credited toward the build.
The audit pins the baseline first, so the guarantee is tied to exactly what we scoped.
You have recurring reports that combine data from more than one system.
Someone spends 30 minutes or more per week pulling those numbers together.
Reports arrive late (or not at all) because the person who builds them got busy.
There are threshold conditions you'd want to know about immediately rather than on a weekly schedule.
Not sure if your reports are the right fit? The free call sorts it out in 15 minutes.
Yes, they have canned reports within their own system. What they don't do: pull data from multiple systems into one view, format to your layout, push to you on schedule, or alert when something crosses a threshold. If the report you want lives entirely in one tool, use its built-in. If it needs assembly across systems, that's the gap.
Yes. If you're already tracking things in a spreadsheet — a manual log, a forecast, a price list — we can pull from it as a data source and combine it with system data in the same report.
Usually email, but it depends what makes sense. An Excel file, a PDF, a shared Google Sheet that updates itself, a Slack message — whatever format the people who use it actually prefer.
Yes, and sometimes that's more useful. A simple rule — stock drops below threshold, margin falls below X, an order hasn't dispatched after Y hours — triggered as a message in the right place. No report needed.
Work out what that time costs — then decide.
Timeback Systems Ltd · gettimeback.co.nz · The audit fee is credited toward your build — and refunded if these tasks aren't cut to under 20% of today's time within 3 months.