# Reporting

Posts

How an 8-Person Accounting Firm Automated Tax-Season Client Intake for 400 Clients Without Hiring

How an 8-Person Accounting Firm Automated Tax-Season Client Intake for 400 Clients Without Hiring

Oct 5, 2026

How an 8-person Canadian accounting firm used Airtable, Zapier, and Make to automate tax-season client intake for 400 clients — without adding admin staff.

How to build executive dashboards in Notion (charts + relations)

How to build executive dashboards in Notion (charts + relations)

Sep 11, 2026

Build Notion executive dashboards using charts and relations. Create a KPI page, connect Projects-Tasks-Deals, and report without upgrading your plan.

Google Ads offline conversion uploads not showing

Google Ads offline conversion uploads not showing

Sep 9, 2026

Google Ads offline conversion uploads not showing? Use this checklist to verify customer ID, conversion action, windows, schedules, and where to validate results.

UTM Tracking: Fix Multi-Platform Conversion Reporting in Looker Studio (Checklist)

UTM Tracking: Fix Multi-Platform Conversion Reporting in Looker Studio (Checklist)

Jun 30, 2026

Fix cross-channel conversion tracking in Looker Studio. Use this 3-phase UTM checklist to standardize events across Google Ads, Meta, Bing, and LinkedIn.

Notion chart week grouping bug: fix weekly averages with a “true” formula workaround

Notion chart week grouping bug: fix weekly averages with a “true” formula workaround

Jun 24, 2026

Notion chart week grouping bug workaround: if weekly averages look wrong, group by a formula that always returns true to keep a weekly view and correct math.