Data and Reporting

Reporting that management, audit and regulators can rely on.

SQL Server, Crystal Reports and Power BI supported as one governed reporting estate — with report controls, reconciliations and documented ownership behind every number that reaches management.

The client problem

Reports nobody owns, numbers nobody can reconcile.

Month-end depends on ageing report estates, undocumented logic and databases without clear custodians. CFOs, finance departments, audit and operations need report accuracy, performance, ownership and modernisation — without losing the print-perfect financial documents the business already trusts.

Scope

One governed data layer, three reporting disciplines.

SQL Server

  • Health, performance and capacity assessment.
  • Backup, restore and recovery verification.
  • Security configuration and privileged-access review.
  • Maintenance planning, monitoring and incident escalation.

Crystal Reports

  • Report estate health check: inventory, versions, sources, ownership.
  • Maintenance, correction, migration and catalogue management.
  • Upgrade readiness, including 32-bit to 64-bit dependency review.
  • Crystal-to-Power BI paginated (RDL) migration planning.

Power BI

  • Data models and controlled metric definitions.
  • Executive and operational dashboards.
  • Paginated reports for exact-layout financial documents.
  • Publishing controls, refresh monitoring and data quality.
Control outcomes

Reporting governance is part of the service, not an extra.

  • Report registers, data lineage, version control and access matrices.
  • Reconciliation between dashboards, source systems and approved reports.
  • Change approvals and retention schedules for the report estate.
  • Clear report ownership and approved business rules.
  • Documented dependencies and escalation routes.

Limitations and dependencies: report accuracy depends on client-approved business rules and source-system data quality; findings are reported against the approved scope and reconciliations are evidence-based, never assumed.

See the full SQL Server, Crystal Reports and Power BI service detail

Data and reporting

Start with a report-estate health check.

A fixed-scope assessment documents your report estate, data layer, risks and a prioritised modernisation route.

Request a Capability Meeting