01
Reporting Estate Scanner
Discovers reporting assets across connected systems.
- SharePoint & OneDrive
- Network drives
- Excel & CSV
- SQL Server & SSRS
- Power BI
Discover the reports your business actually relies on.
Reperta scans your spreadsheets, reports, SQL, and BI assets, then produces the Day-0 map your team needs before any migration, consolidation, or BI transformation begins.
Day-0 estate mapreperta
438
assets discovered
14
duplicate KPI clusters
3
owner-risk reports
42
stale assets
Where to start
Revenue reporting, fragmented across 7 workbooks.
Day-0 discovery, before transformation.
Before you migrate, rebuild, or rationalise anything, you need the map of what you already have. That map is the category, and it's what Reperta delivers.
The problem
Nobody knows what actually exists.
Most reporting transformations start on assumptions. The real business logic is buried in copied formulas, manual refreshes, SQL exports, and reports owned by one person, and no one can see the whole picture until something breaks.
Reporting lives everywhere
Excel spreadsheetsSharePointOneDriveNetwork drivesSSRS reportsSQL scriptsSQL Server jobsPower BICSV exportsEmailed attachmentsManual finance packsDepartment folders
And the problems compound
- Duplicate reports
- Conflicting KPI definitions
- Stale reports
- Hidden spreadsheet dependencies
- Single-owner risk
- Manual reporting processes
- Undocumented SQL logic
- Unknown critical reports
- Reporting silos across departments
- Unclear migration priorities
01How it works
From connected sources to a clear starting map.
Reperta turns a messy reporting estate into a clear map in six steps. No perfect lineage required, just useful signal.
- 01
Connect
Connect your reporting sources: SharePoint, OneDrive, network drives, SQL Server.
- 02
Scan
Crawl files, reports, SQL, and metadata across the estate.
- 03
Identify
Surface the reporting assets that actually matter.
- 04
Detect
Find duplication, silos, hidden dependencies, and risk.
- 05
Generate
Produce a plain-English assessment pack, automatically.
- 06
Recommend
Pinpoint where transformation should start.
02The product
Five modules that surface what matters.
Each module reads a different corner of your estate. Together they turn scattered files into a ranked, explained inventory.
02
Excel Intelligence
Parses and analyses the spreadsheets running your business.
- Formulas & named ranges
- Pivot tables
- External links & dependencies
- Repeated KPI calculations
- Business-critical workbooks
03
Report Discovery
Groups and classifies reports automatically.
- Purpose & business domain
- Likely owner
- Usage & staleness
- Duplicates & near-duplicates
- Conflicting metrics
04
SQL Extraction
Extracts the logic hidden in your data layer.
- Stored procedures & views
- SQL scripts & jobs
- SSRS datasets
- Embedded workbook connections
- Reporting dependencies
05
AI Assessment Engine
Explains your reporting estate in plain English.
- Executive summary
- Key risks & duplicate areas
- Critical spreadsheets
- Single-owner risks
- Recommended next steps
03Scoring
Every asset, scored on the signals that matter.
Reperta doesn't need perfect parsing to be useful. It ranks assets on five practical scores so you can act on risk, duplication, and priority.
Criticality
88How much the business depends on an asset.
Frequently accessed · Linked from other files · Contains key metrics · Lives in finance / leadership folders
Duplication
72How much an asset overlaps with others.
Similar filenames & columns · Similar formulas & SQL · Similar metric names · Same business domain
Staleness
54How likely an asset is obsolete.
Not accessed recently · Old modified date · Failed refresh · No clear owner
Owner risk
79How exposed you are if one person leaves.
Only one editor · Owned by one person · Manually maintained · Critical but undocumented
Manual process
63How much hand-work an asset hides.
Copy/paste style files · Recurring exports · Static CSV inputs · Manual override tabs
04Discovery pack
A Day-0 map of your reporting estate.
Reperta's discovery pack maps every reporting asset and explains it in plain English: the numbers, the risks, and where to act.
reperta · assessment
Reperta found:
- 438reporting assets discovered
- 73Excel workbooks used for recurring reporting
- 21business-critical spreadsheets
- 14duplicate revenue reports
- 6conflicting revenue calculations
- 8reports dependent on manual CSV uploads
- 3high-risk reports owned by a single employee
- 42stale reports not accessed in 180 days
AI insight
“Revenue reporting appears fragmented across Finance, Sales, and Operations. There are 7 workbooks and 4 SSRS reports calculating revenue-related metrics differently. The most critical workbook is maintained by one person in Finance and is accessed daily by 14 users.”
Surfaced automatically. No manual audit, no interviews.
05Who it's for
Built for the teams that lead transformation.
Whether you're assessing a client's estate or your own, Reperta gives you the starting map.
Data & BI teams
Know your estate before you change it. A Day-0 map for Heads of Data, BI leads, and analytics engineers to plan from.
- Full Day-0 estate visibility
- Risk & single-owner exposure
- Duplicate & conflicting metrics
- Transformation planned on evidence
Transformation & leadership
Give CDOs, CIOs, and finance transformation leaders the evidence to prioritise, de-risk, and sequence the work.
- Day-0 visibility before any project
- Where to start, backed by data
- Stale & redundant assets to retire
- Governance & ownership gaps
Get started
Map your estate before you change it.
Book a discovery walkthrough to see your reporting estate mapped, or ask for a sample discovery pack.
- One scan, a complete Day-0 map
- Connect read-only, with no rip-and-replace
- Evidence to plan transformation with confidence
Productized discovery for reporting transformation.