If your weekly reporting relies on copy/paste, it will always be late, inconsistent, and fragile.
The simple pipeline
- Extract from source systems (CRM, ticketing, finance, ops)
- Clean & normalize (dates, IDs, statuses, mapping tables)
- Store to a single reporting table (sheet or database)
- Publish (email summary + dashboard link)
What makes it reliable
- Run logs + failure alerts
- Validation rules (row counts, required fields, duplicates)
- Versioned metric definitions (so numbers don’t "mysteriously change")
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Sources:
- Google Docs Editors Help: https://support.google.com/docs
