- Case Studies
- Automated reporting case studies
Automated reporting case studies
Most businesses already hold the figures they need. The work is getting them out, checked and in front of the right people without someone building a spreadsheet every week. These case studies show reports built straight from the systems our clients already run, so they arrive on time and agree with the source.
They include a weekly sales report from webCRM data, with targets and year-to-date figures, for a Swedish refreshments supplier; carbon reports generated as PDFs with charts and commentary; each day's invoice totals checked before they go into Sage; and insights into how resellers use a portal, what members search for, how many people visit a website without cookies, and what clients think of the service they get.
If your reporting still depends on exporting and pasting, talk to us or read about our software development.
The case studies
01
BoB Connections, Website. BoB Connections is a business networking organisation with 12 live clubs and over 250 members. Its website is where visitors enquire about clubs and book a visit, and where leaders want to know how many people are looking.
Integration
Reporting
Oct 2026
02
BoB Connections, Member Search. BoB Connections is a business networking organisation with 12 live clubs and over 250 members. Once its new member search was live, the next question was what people were searching for, and what they weren't finding.
Improvement
Reporting
Oct 2026
03
iTS, Reseller Portal. iTS's reseller portal is used by internal staff and by external resellers across many countries. To decide what to improve next, iTS needed to know how resellers actually use it.
New feature
Reporting
Feb to Sep 2026
04
CXCS, The Cabinet. The Cabinet is CXCS's internal client-management system, holding contacts, producer information and the history of every client relationship.
Integration
Reporting
Aug 2026
05
CXCS, Nutricalc. CXCS advisers can record the yield a farmer actually expects from each field, rather than relying on standard industry figures. This has a direct effect on the nutrient recommendations in the plan.
Fix
Reporting
Jul 2026
06
Meal Analyser, Reporting and Platform. Meal Analyser, from Impact Measurement Ltd, produces carbon reports for each catering service an organisation runs. Each report combines charts, tables and written commentary, and is delivered as a downloadable PDF.
New feature
Reporting
Feb 2026
07
Meal Analyser, Meal Analyser Tool. Meal Analyser, from Impact Measurement Ltd, calculates the carbon and health impact of food served by schools, hospitals and restaurants. For a large caterer, the dish is only the start: what matters is the impact of each service it runs, such as a school's lunch menu across a term.
New feature
Reporting
Feb 2026
08
webCRM, Job Meal. webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. Job Meal, a Swedish supplier of workplace coffee and refreshments, has received a weekly sales report built from its webCRM data since 2019. Keeping that report accurate and dependable over the years has been as important as building it.
Fix
Reporting
2019 to 2024
09
Midland Super Cream, Order Processing. Midland Super Cream keeps its books in Sage, and the figures come from the ordering system. Each day's invoices have to be totalled and checked before they are entered, and the business needs to see what is selling and to whom.
New feature
Reporting
2022 to 2023
10
webCRM, Job Meal. webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. For Job Meal, a Swedish supplier of workplace coffee and refreshments, wildesoft.net built a weekly sales report from webCRM data, then extended it as the business asked new questions.
Improvement
Reporting
2020 to 2022
11
webCRM, Job Meal. webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. Job Meal, a Swedish supplier of workplace coffee and refreshments, runs its sales team in webCRM and asked for a weekly report that managers could open without logging in and building it themselves.
New feature
Reporting
Apr to Nov 2019