Stop Building Reports That Already Exist
Someone asks for a revenue breakdown. Your analyst spends two weeks building it. Turns out there were already three. Nobody knew because nobody can see the whole portfolio.
The 2-minute check that prevents the 2-week mistake.
The Problem Nobody Talks About
It keeps happening quietly because it's embarrassing to admit.
Duplicate Work
Analysts building reports that already exist under different names in different folders. Nobody checks because there's nowhere to check.
Same Data, Multiple Reports
Finance has their revenue report. Sales has theirs. Operations has a third. They all pull from the same data but show different numbers. Nobody knows which one is right.
Technical Debt
Reports built years ago that nobody maintains but everyone's afraid to touch. Custom code nobody understands. Data sources that might not even exist anymore.
Report Sprawl
Hundreds of reports across SSRS, Power BI, and Excel. No idea what's actively used versus abandoned. Server bills for things nobody's opened in years.
Key Person Risk
The one person who knows where everything is and how it works. When they leave, so does that knowledge. No documentation, no handoff, just guessing.
Migration Paralysis
You know you need to move to Power BI. But you can't migrate what you can't see. So the project keeps getting pushed because nobody knows where to start.
The Math That Sells Itself
Your analysts cost money. Building reports that already exist wastes that money. The inventory pays for itself the first time it prevents duplicate work.
This isn't about governance for governance's sake. It's about not wasting your team's time.
One Duplicate Report
What We Do
We build searchable report inventories. You stop wasting analyst time.
Cross-Platform Inventory
SSRS, Power BI, Power Query. All in one searchable workbook. When someone asks for a new report, you search here first. Two minutes tells you if it already exists.
Usage and Ownership
Who owns each report. When it was last run. What data sources it hits. You'll know what's actively used versus abandoned, and who to talk to about consolidation.
Prioritized Punch List
Not just a list of reports. A recommended action for each: retire, consolidate, migrate, or leave alone. You decide what to do. We tell you what to look at first.
What You Get
A searchable inventory of every report in your environment.
Portfolio Workbook
Your system of record for all reporting assets:
- Summary Dashboard with portfolio health and key findings
- SSRS Reports: full inventory with usage, owners, complexity
- Power BI Reports: datasets, workspaces, refresh schedules
- Power Query Workbooks: location, owner, risk level
- Data Source Cross-Reference: which reports hit which databases
- Consolidation Candidates: reports with overlapping purpose
- Punch List: retire, consolidate, migrate, or leave alone
- Data Health: how complete is this inventory, what's missing
The 2-Minute Check
When someone asks for a new report, you open the workbook and search. In two minutes you know: do we already have this? Who owns it? When was it last used? Is it worth using, or should we build fresh?
How teams actually use this:
Your analyst gets a Teams message asking for a new report. Before building anything, they open the workbook and check. 2 minutes later, they've saved 2 weeks of duplicated work.
Delta Analysis
Process and Team tiers include change tracking. What's new since your last scan. What disappeared. You'll see your reporting environment evolve over time.
Something Usually Forces the Question
New Leadership
First 90 days. You need to know what you inherited.
Audit Notification
90 days to demonstrate control. Evidence, not guesses.
Key Person Leaving
The one who knew everything is gone. Now what?
Migration Planning
Moving to Power BI? You can't migrate what you can't see.
Budget Pressure
Cutting costs? Start with the 30% nobody uses.
Simple Pricing
The question is who owns keeping the inventory fresh.
Snapshot
One-time
What do I have right now?
You need a diagnostic before a migration or audit.
Process
Billed annually
Fresh data without more meetings.
You want current data without thinking about it.
This isn't governance. It's time not wasted.
Team
Billed annually
We handle it for you.
You want interpretation, not just data.
For large orgs or migration projects
What This Costs vs. Alternatives
Catch one duplicate and the service pays for itself.
We Never Touch Your Systems
Scripts are read-only SQL queries you can review line by line
No inbound connections to your network
No credentials stored
Data stays on your systems until you choose to upload
HIPAA, SOX, PCI approvable. I've operated under all of them. Not just read the docs.
Background
I've been on the other side of this. 20+ years in SQL Server and the Microsoft data stack, including 13 years as VP of IT in insurance. I've sat through the audits. I've inherited the undocumented mess. I've watched migrations fail because nobody did the inventory first.
That's why I started Stonegate Data. The inventory work has to happen before everything else. Migrations, consolidations, governance programs. All of it starts with knowing what you have.
- 20+ years in SQL Server, SSRS, Power BI
- Healthcare, insurance, financial services
- Fluent in HIPAA, SOX, PCI
Most BI consultants don't know HIPAA from HIPPO. I've actually lived in these environments.
Cynthia, Founder
Ready to See What You Have?
One duplicate report costs $2K. This costs $497. Catch one — it pays for itself.
Whether you're planning a migration, facing an audit, or just tired of watching your team rebuild reports that already exist, it starts with the inventory.
Just researching?
Download the SSRS Inventory Checklist →