Solving pain points with Reportl: Key process automations that transform reporting
At Reportl, we believe corporate reporting can be better for everyone. That’s why we’ve built powerful process automations designed to make your life easier and your reports more consistent, better controlled and efficient.
Author: Louise Coen
See the automation in action
Watch our latest video which demonstrates how a set of figures could be updated in Excel, rolled forward from prior to current year, and instantly refresh throughout the report with a single data sync.
This automation provides two major advantages:
- Control - giving you reassurance that every change is correctly applied across the report.
- Efficiency - reducing manual tasks, errors, and version control headaches.
In summary
Process automation lies at the heart of Reportl, helping companies and agencies transform how they deliver reports - faster, smarter and with fewer errors.
Reportl’s game-changing automations include:
- Data/content sync – sync your data from Excel and your figures instantly update across the report.
- Key content linking – edit key data and every instance updates across pages and multiple formats automatically.
- Page cross-referencing – page numbers and cross-references update automatically as content is edited shorter or longer.
- Automated language translation – up to 240 languages supported at the click of a button.
- Dynamic table of contents – always up to date as the content changes.
- Instant multi-format outputs – from a single content source to online, PDF, print, RNS, and iXBRL formats.
- Responsive behaviour – making mobile-friendly reporting easy.
Tackling a common reporting challenge
One of the biggest challenges in annual reporting is consistency of information. Key data points often appear in multiple places, the homepage, the Chair’s statement, financial highlights, tables, call-outs, and beyond. Updating all of these manually risks errors and takes valuable time.
With Reportl, you can avoid those manual updates entirely.
Here’s how it works:
- Key financial data is stored in a simple Excel file.
- The file is uploaded and synchronised into Reportl.
- With the configuration in place, any updates made in Excel are automatically reflected everywhere that data appears in the report.
Whether it’s performance numbers, year-on-year rollovers, percentage changes, or narrative text, Reportl ensures consistency and accuracy at every step.
The future of reporting
Reportl’s automation is more than just a time-saver, it’s about giving reporting teams the confidence that their data is consistent, accurate, and publication-ready across every output.
As reporting demands increase, timelines only ever seem to get tighter,so Reportl’s efficiencies allow your team to focus on what really matters: delivering clear, compelling, and trusted reports.
For more information on reporting controls please contact the Reportl support team.
