Steering scorecard
Targets on every metric, red / amber / green status, trends, and the steering pack and executive one-pager PDFs.
Open it on sample data →By role / Executive
ExecutiveReportInSite for executives
“Give me a board-ready view of money, delivery and service without a data project.”
Executives need the headline and the exceptions, not the working. ReportInSite produces an executive one-pager and a portfolio health PDF from the same data the teams already report on.
The reports that answer it
Portfolio roll-up
A status heatmap across teams, small multiples of every metric and a portfolio health PDF.
Open it on sample data →Financial report
Budget vs actual, full-year outlook, run rate, variance by cost line and team, a budget-to-actual bridge and a financial pack PDF.
Open it on sample data →Magic report
Any table becomes an instant report, with an optional AI narrative for signed-in accounts.
Open it →Where the data usually comes from
These recipes are the usual starting points. Each one has export steps, a sample query and sample data to try first.
| Recipe | Feeds |
|---|---|
| Opex Variance report from Xero / MYOB / SAP / Excel | Financial › Opex Variance |
| NPS Score report from SurveyInSite / Typeform / Qualtrics / Google Forms / SurveyMonkey | Customer Satisfaction › NPS Score |
| System Uptime report from Datadog / UptimeRobot / Pingdom | Systems Performance › System Uptime |
| IT Risk Score report from a risk register (Excel / GRC tool) | Strategic & Risk › IT Risk Score |
| SLA Met report from ServiceNow | Service Management › SLA Met |
Anything else that exports a table works too, through the custom mapper or a Magic report. See all reports or Data from any app in the Playbook.
Your data stays with you
ReportInSite runs in your browser. Files are read on your device and reports are not uploaded. See Security & data.
Other roles
Finance controller / CFO officePMO & steering committeePortfolio managerEngineering managerOps & service leadDelivery lead & scrum master
Free to start. Nothing to install.