Case Study
Order Report Automation
A reporting workflow that turns messy order exports into consistent KPI summaries — automated cleaning, validation, and export-ready outputs designed to reduce manual work and errors.
Project type
Automation workflow
Input
CSV exports (orders/items)
Output
KPIs + clean files
Focus
Accuracy + repeatability
The problem
Many businesses rely on exported spreadsheets for reporting — but exports often contain inconsistent formats, missing fields, duplicated values, and mixed date/time patterns. That leads to manual cleanup, calculation mistakes, and reports that are hard to reproduce accurately each week.
The solution
This automation pipeline ingests raw exports, validates key fields, normalises formats, and generates clean KPI summaries. The goal is simple: run the workflow, get reliable reports — without spending hours fixing spreadsheets.
Key features
- Import multiple CSV exports (orders, items, fees, etc.)
- Data validation with clear “what failed” feedback
- Standardised dates, currencies, and numeric formats
- Automatic KPI calculations (revenue, orders, units, top SKUs)
- Export clean outputs (summary + cleaned dataset)
- Designed to run repeatedly with consistent results
Architecture
Built like a small product: separate stages, clear outputs, predictable file naming, and a structure that can scale into an API or dashboard later.
Pipeline stages
- Ingest (load exports)
- Validate (required fields)
- Clean (types, dates, currency)
- Transform (join datasets)
- Summarise (KPIs)
- Export (clean outputs)
Typical KPIs
- Total revenue
- Total orders
- Units sold
- Average order value
- Top products/SKUs
- Refund/fee notes (optional)
Outcome
A repeatable reporting workflow that reduces manual cleanup and improves accuracy. The foundation is designed to be extended into a dashboard later — without rewriting the pipeline.
Video
Short demo (optional)
Add a quick walkthrough showing the process: upload exports → run automation → export report.
Gallery
Screens
Screens across input → validation → KPI outputs → export. Add more images by duplicating the buttons below.
Want reporting you can trust?
If your exports are messy or you’re spending too much time inside spreadsheets, I can automate the workflow and deliver clean, repeatable reporting.