Roll-up reporting

Aggregate various data structures from a a series of sources into a consolidated master structure for consistent reporting. Useful for distributed teams and larger organizations.

Challenge
Solution
Outcome
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Challenge

Central teams spend considerable time converting spreadsheet reports into a single, digestible format.

catalytic-customerjourney-graphic-adoption

Solution

Using built-in data processing, Catalytic can recognize report formats and convert into a master table structure.

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Outcome

Less time spent formatting files means less risk of errors and more time for financial investigation by analysts.

Roll-up reporting workflow in Catalytic

Upload data via form or system API

1

Detect file source and lookup conversion script

2

Provide mapping for any new data structures

3

Convert data into master format

4

Send formatted spreadsheet to accounting system

5

Tagged:

finance ops

tasks forms

data processing

document assembly

Created by: Catalytic

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Consolidate Excel reports

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