Monthly sales by category
Take an agreed sales export, group it by product category, compare two months, and reconcile the total to the source.
CUSTOM REPORTING · $49 ONCE
Stop rebuilding.
Start reusing.
For the report that takes the same exports, the same calculations, and the same checking—every time.
Tell us about your workflow ↗FROM FIRST QUESTION TO NEXT MONTH’S REPORT
A small project.
A clear process.
You keep your existing software. We focus on one agreed reporting task.
- 01
Describe the repeat work.
What do you export? What do you calculate? What should the finished report show? Start with a description—no sensitive data needed.
- 02
Confirm the fit before purchase.
We review your requirements and a redacted sample. We agree the inputs, metric definitions, expected totals, deliverables, and delivery date before any commitment.
- 03
Build and check your tool.
Your tool applies the agreed calculations and input checks. The report is reconciled against the agreed sample totals, with instructions explaining how to use and verify it.
- 04
Use it on the next report.
Load the next files in the agreed layouts, review the checks, and save the result. One revision within the agreed scope is included.
THE FIXED-SCOPE PILOT
One workflow.
One clear price.
$49, paid once. No Report Perch subscription.
A good fit has repeatable CSV layouts, clear calculations, and an output you can check. A project that needs live integrations or extensive data cleanup may need a different approach.
Ask if your report fits ↗Included in the $49 pilot
- Reporting task
- One agreed workflow
- Inputs
- Up to 3 agreed CSV layouts
- Metrics
- Up to 6 agreed metrics
- Data volume
- 10,000 total rows
- Comparison
- 2 reporting periods · 1 currency
- Delivery
- Reusable browser tool, instructions, sample data, and reconciliation checks
- Refinement
- 1 revision within the agreed scope
Live account connections, additional workflows, changing source layouts, unlimited revisions, and ongoing support are outside this pilot. Timing is agreed after sample review.
WHAT THAT CAN LOOK LIKE
Start with the report.
Not the software.
These are possible project shapes, subject to reviewing your data and requirements.
Weekly activity summary
Summarize recorded hours or completed jobs by team or service type using agreed definitions.
Campaign performance report
Bring agreed CSV layouts into one summary of spend, clicks, leads, and cost per lead.
BEFORE YOU DECIDE
Good questions.
Why pay when there are free tools here?
The free tools summarize a single prepared file. A custom pilot builds your agreed layouts, business rules, metrics, and checks into one repeatable workflow. If a free tool or your existing software already does the job, you may not need a custom build.
How long will delivery take?
We confirm a delivery date after reviewing your sample and requirements. The site does not promise an instant build or a fixed turnaround before that review.
Will I need to connect my accounts?
The pilot uses CSV exports. It does not require your business software password or access to your accounts.
Is this a proven service with customer results?
Report Perch is a new, independent service. The public examples use fictional data. We do not claim customer outcomes or guaranteed savings; your project needs agreed acceptance checks.
MAKE THE NEXT REPORT EASIER
What do you keep
rebuilding?
Tell us about one recurring report. We’ll check whether a small, reusable tool can handle it.
Tell us about your report
$49 once for an agreed workflow.
No payment needed to ask about fit.