You will get a Reporting Workflow Cleanup from messy spreadsheets to reliable reports
Project details
If your team depends on messy spreadsheets, manual exports, copied data, or reports that only one person understands, I will help clean up the workflow so reporting becomes easier to maintain, validate, and explain.
This project is for founders, operations teams, finance/admin teams, and small businesses that need more reliable recurring reports without hiring a full-time data team. I can review your current spreadsheet or reporting process, identify fragile manual steps, organize the data flow, add validation checks, define exception review, and prepare a clearer reporting structure.
Depending on your package, the work may include spreadsheet cleanup, SQL/API/Sheets logic guidance, dashboard recommendations, and handoff notes. The goal is not to overbuild. The goal is a practical reporting process with clear inputs, clear transformation steps, clear checks, visible exceptions, and a final output your team can trust.
Before starting, I confirm the report purpose, data sources, current pain points, required business rules, and preferred output format.
This project is for founders, operations teams, finance/admin teams, and small businesses that need more reliable recurring reports without hiring a full-time data team. I can review your current spreadsheet or reporting process, identify fragile manual steps, organize the data flow, add validation checks, define exception review, and prepare a clearer reporting structure.
Depending on your package, the work may include spreadsheet cleanup, SQL/API/Sheets logic guidance, dashboard recommendations, and handoff notes. The goal is not to overbuild. The goal is a practical reporting process with clear inputs, clear transformation steps, clear checks, visible exceptions, and a final output your team can trust.
Before starting, I confirm the report purpose, data sources, current pain points, required business rules, and preferred output format.
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$300
|
Standard
$650
|
Advanced
$1,100
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Extra report or tab
(+ 1 Day)
+$100
Extra data source
(+ 2 Days)
+$175
Power BI/dashboard guidance
(+ 2 Days)
+$250About Kent
SQL Server & AI Automation Specialist | Production Support | ETL
Queen Creek, United States - 1:30 pm local time
If your team is losing time to manual Google Sheets or Excel updates, unreliable Power BI reports, disconnected apps, buried email requests, duplicate data entry, or fragile Zapier/Make/n8n workflows, I can help turn that operational chaos into a cleaner, repeatable process.
My strongest work is at the intersection of reporting reliability, workflow automation, SQL/data operations, and AI-assisted business processes. I do not just build automations that work once in a demo. I focus on workflows that are easier to maintain, easier to audit, and safer for real business use.
Common projects I can help with include:
Reporting workflow cleanup: Excel, Google Sheets, Power BI, recurring reports, messy data exports, validation checks, and exception review.
AI workflow automation: Gmail, Google Sheets, Slack, n8n, Make com, Zapier, OpenAI API, intake routing, task tracking, and approval workflows.
SQL and data reliability support: SQL Server, SQL queries, reporting data cleanup, ETL-style workflows, database exports, and troubleshooting slow or broken reports.
Operations automation: turning repetitive admin, reporting, email, and spreadsheet tasks into structured workflows with clear handoff documentation.
My background includes senior database administration, data engineering, reporting systems, production support, Power BI, SQL Server, automation, and AI workflow design. That means I understand both the technical side and the business risk of bad data, broken reports, and automations that fail silently.
A good first project is usually a small fixed-scope milestone: diagnose one workflow/report/data issue, fix the first version, test it, document it, and provide a short handoff so your team can keep using it confidently.
If you want a practical operator who can clean up the workflow, protect reporting accuracy, and build automation that is not a fragile black box, I would be a strong fit.
Steps for completing your project
After purchasing the project, send requirements so Kent can start the project.
Delivery time starts when Kent receives requirements from you.
Kent works on your project following the steps below.
Revisions may occur after the delivery date.
Reporting Intake
I review the current report, source data, business purpose, and recurring reporting pain points.
Workflow Map
I identify the manual steps, fragile areas, unclear formulas, duplicate work, and cleanup opportunities.