Implementation example
Reports in context
Bringing information together means preserving what each system measures.
The starting point
Figures change without a clear reporting basis.
The design objective
Each figure keeps its source and definition.
The decisions
behind the process.
Open the detail you want to explore.
Where it gets stuck
An operation has several dates: when the booking is created, when the service takes place and when payment is collected. Two reports may group the same operation by different dates. Comparing them without that context creates differences that look like errors.
The intervention
The work starts with organising sources, preserving identifiers and defining each field before building a report. The CRM relationship should make the operation traceable to its source, without forcing matches simply to make the total look right.
The decision that matters
Keep payment separate from revenue allocated by service date. Both can be useful. The team needs to know which question each answers, and keep that definition when moving to another month.
What we check
A booking that crosses month-end, a date change, a cancellation and an incomplete CRM relationship. Exceptions are part of the design: they need to remain visible and reviewable.
Scope and limits of the example
This approach describes reporting and integration work. The example uses a simplified allocation without tax; it does not represent a client’s figures or an accounting policy for every business.
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