Custom reports

  1. What are custom reports?
  2. Static or Dynamic custom reports?
  3. How much do custom reports cost?

What are custom reports?

With Staffwise, you have the capability for us to create custom reports tailored to the specific requirements of your clients. Here are some typical custom reports you might offer:

Client-Branded Timesheets

Description:

  • Timesheets customized with the client’s branding, including logos, color schemes, and other brand elements.

Features:

  • Branding: Incorporate client-specific logos and colors.
  • Data: Detailed employee time logs, hours worked, overtime, and other relevant data.
  • Format: Typically provided in formats like PDF or Excel for easy distribution and record-keeping.
  • Compliance: Ensure adherence to regulatory requirements and company policies.

Benefits:

  • Professional and consistent appearance aligned with the client’s brand identity.
  • Simplifies payroll processing and auditing.
  • Enhances transparency and trust with accurate and branded documentation.

Reporting PDF

Description:

  • Comprehensive reports in PDF format, capturing essential metrics and insights.

Features:

  • Data Summary: Summarizes key metrics such as employee performance, attendance, project progress, and financials.
  • Visuals: Includes charts, graphs, and tables for clear data visualization.
  • Customization: Tailored to include specific data points and analysis relevant to the client’s needs.
  • Distribution: Easily shareable and printable format for presentations and meetings.

Benefits:

  • Provides a snapshot of critical information in a professional format.
  • Easy to distribute among stakeholders.
  • Useful for periodic reviews and compliance documentation.

Reporting Dashboard

Description:

  • Interactive dashboards providing real-time access to key performance indicators (KPIs) and other critical data.

Features:

  • Real-Time Data: Automatically updates to reflect the latest data.
  • Interactivity: Users can filter, drill down, and manipulate data for deeper insights.
  • Visualization: Dynamic charts, graphs, and tables that are easy to understand and interpret.
  • Customization: Configurable to display the most relevant KPIs and metrics specific to the client’s operations.
  • Accessibility: Accessible online via web browsers or mobile devices, ensuring easy access from anywhere.

Benefits:

  • Facilitates informed decision-making with up-to-date information.
  • Empowers users to explore data in depth, uncovering trends and insights.
  • Enhances operational efficiency by providing immediate visibility into key metrics.

Summary

Staffwise's custom reporting capabilities allow you to deliver tailored reports that meet the unique needs of your clients. By offering client-branded timesheets, comprehensive reporting PDFs, and interactive reporting dashboards, you can ensure your clients have the tools they need to manage their operations effectively and make informed decisions. These customized reports not only enhance the client experience but also reinforce the value and professionalism of your services.

Static or Dynamic custom reports?

We can then create your custom reports as either static or dynamic. Choosing between a static and dynamic report depends on the specific needs of the organization or project, the nature of the data being reported, and the level of interactivity required by the users

Static Report

  • Definition:
    • A static report is a fixed document that presents data at a specific point in time. It is typically generated periodically (daily, weekly, monthly) and does not change once it is created.
  • Characteristics:
    • Fixed Data: The data in a static report is unchangeable after the report is generated.
    • No Interactivity: Users cannot interact with the report to manipulate or drill down into the data.
    • Format: Often distributed in formats such as PDF, Excel, or printed documents.
    • Simplicity: Easier to produce and understand, suitable for straightforward reporting needs.
    • Use Case: Ideal for formal reporting, regulatory compliance, and situations where data does not need frequent updating.

Dynamic Report

  • Definition:
    • A dynamic report is an interactive document that allows users to explore, manipulate, and analyze data in real-time. It is often connected to a live data source, enabling it to display the most current information.
  • Characteristics:
    • Real-time Data: Reflects the most recent data available, updating automatically as new data comes in.
    • Interactivity: Users can interact with the report to filter data, drill down into specifics, and perform various analyses.
    • Format: Typically accessed through dashboards, web applications, or business intelligence (BI) tools.
    • Complexity: Requires more sophisticated tools and infrastructure to create and maintain, offering more flexibility and deeper insights.
    • Use Case: Best for ongoing data monitoring, real-time analytics, and decision-making processes where up-to-date information is crucial.
  • Examples:
    • Interactive sales dashboards
    • Real-time performance monitoring tools
    • Customer analytics platforms

How much do custom reports cost?

We charge a day rate of £600 per day for such custom work. A typical custom report, whether static or dynamic, will take between 1 and 5 days.

The costs will cover the following aspects in the creation of any custom report:

Expertise and Skills Required

  1. Project Management: Ensures the project is delivered on time, within scope, and on budget. Coordinates between clients and the development team, manages timelines, and handles any issues that arise.

  2. Development: Builds the technical aspects of the report, including data integration, automation, and any necessary coding

  3. Design: Creates visually appealing and user-friendly report layouts, ensuring the data is presented clearly and aligns with the client’s branding

  4. Testing: Ensures the report functions correctly, is free of errors, and meets the client’s requirements. This includes data accuracy, usability, and performance testing

Multiple Team Members Involved

  1. Collaboration: Custom reports often require the collaboration of multiple team members from different disciplines (development, design, testing, project management). On any given day, more than one person may be working on different aspects of the project simultaneously. For example, while developers work on integrating data, designers might be working on the layout, and testers could be conducting initial tests.

  2. Efficiency and Expertise: Having multiple experts working in parallel ensures that the project progresses efficiently and meets high standards of quality

  3. Time Management: Coordinating multiple team members allows for overlapping work schedules, reducing the overall project timeline and ensuring timely delivery. Project managers ensure smooth collaboration and keep the project on track, balancing workloads and timelines effectively.

Value Provided

  1. Customization: Tailored solutions that meet the specific needs and branding of the client, providing unique value that off-the-shelf reports cannot match.

  2. Quality and Accuracy: High-quality reports that accurately reflect the client’s data and meet their requirements, ensuring reliability and trustworthiness.

  3. Expert Insights: Access to the expertise of professionals who can provide insights and suggestions for improving the reports and making better use of the data.

  4. Efficiency and Time-Saving: Professional management and execution of the reporting project, saving the client time and effort while ensuring a high standard of delivery.

The collaborative efforts of several experts working concurrently ensure that the final product is delivered efficiently and to the highest standards.