Reporting & analytics support for education organizations that run on data

Whether you're pulling enrollment trends for a board presentation, tracking student outcomes across programs, or compiling grant compliance reports, the data work never stops — and it rarely fits neatly into anyone's job description. Trusty Oak provides US-based assistants who handle the ongoing reporting tasks that eat up your administrators' time. This isn't about replacing your data team; it's about making sure the right numbers are ready when you need them.

100+ tasks completed in this service category across our client base.

Fractional reporting & analytics support for education companies

How Trusty Oak handles reporting & analytics for education companies

A Trusty Oak EA working in education reporting typically starts by getting access to your existing data sources — whether that's a Student Information System like PowerSchool or Infinite Campus, a CRM like Salesforce Education Cloud, or spreadsheets that live in Google Drive or SharePoint. From there, they handle recurring tasks like pulling weekly enrollment snapshots, formatting monthly KPI reports for leadership, and maintaining dashboards in tools like Google Data Studio or Tableau. Your Client Success Manager works with you upfront to document which reports are needed, how often, and who receives them, so the EA isn't guessing — they're executing a clear, repeatable workflow. Your role is to review the outputs and flag anything that needs interpretation; the EA handles the data pulling, formatting, and distribution.

What your EA takes off your plate

Before your first session, pull together a sample of one or two reports you currently produce manually — even a messy spreadsheet is a useful starting point. The most common mistake education clients make is waiting until they have a 'clean' data system before delegating; your EA can work with imperfect data sources and help you build more consistent processes as they go. The goal of the first few weeks is documentation, not perfection.

1

Enrollment & Attendance Report Compilation

Pulls weekly or monthly enrollment and attendance data from your SIS (e.g., PowerSchool, Skyward, or Infinite Campus) and formats it into a clean summary report for administrators or board review.

2

Grant Compliance Data Tracking

Maintains spreadsheets or templates that track student participation, demographic breakdowns, and outcome metrics required for federal or state grant reporting (e.g., Title I, 21st CCLC).

3

Dashboard Maintenance & Updates

Refreshes existing dashboards in Google Data Studio, Tableau, or Power BI with current data on a scheduled basis so leadership always has an up-to-date view without manual effort.

4

Student Outcome & Program Effectiveness Summaries

Aggregates assessment scores, completion rates, or program participation data and produces formatted summary reports suitable for internal reviews or external stakeholder presentations.

5

Board & Leadership Report Preparation

Takes raw data exports and builds clean, presentation-ready reports or slide decks in Google Slides or PowerPoint, formatted to match your organization's templates and reporting cadence.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Microsoft Excel
Salesforce
Zapier
Google Looker Studio
Google Analytics 4
HubSpot

...and many more!

Trusted by education companies

Trusty Oak supports education companies including Devorah Heitner, PhD, Educational Testing Services (ETS), Proximity Learning, and 1 others — handling everything from reporting & analytics to broader operational support.

What reporting & analytics support costs for education companies

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
10 hours $350
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

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Frequently Asked Questions

Trusty Oak matches you with an EA based on the tools and workflows you're already using, and many of our assistants have direct experience with common education platforms. During onboarding, your Client Success Manager will assess the specific systems involved and match you accordingly — if there's a learning curve on a niche platform, we'll be upfront about it.
Yes, but this requires clear internal policies on your end about what data can be shared with a contractor and under what conditions. Trusty Oak EAs sign confidentiality agreements, and we recommend that education clients work with their compliance officer to define appropriate data access before onboarding. We'll work within whatever access boundaries you set.
That's actually one of the most common starting points for education clients, and it's a reasonable place to begin delegation. An EA can start by documenting what you currently produce, standardizing your existing spreadsheets, and building a repeatable process — you don't need a polished system in place before outsourcing this work.

Get your reporting off your plate

Starting at $1,000/month with a one-time $300 onboarding fee, Trusty Oak builds a delegation plan around your actual reporting needs — not a generic template. Let's figure out what makes sense for your organization.