Stop building reports. Start reading them

Pulling data, formatting dashboards, and chasing down numbers every week can consume 5–10 hours of time that should be going toward decisions, not prep work. Trusty Oak EAs have logged 143 time entries in reporting and analytics support — handling the recurring data work so you get clean, accurate outputs without doing it yourself. If you know what you need to measure but don't have time to build and maintain the infrastructure around it, this is what we do.

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

What your executive assistant handles

Concrete tasks our team takes on — not vague promises.

Weekly & Monthly KPI Report Assembly

Your EA pulls data from your specified sources, populates your reporting template, and delivers a formatted summary on a set schedule — so your Monday morning report is ready before you open your laptop.

Google Looker Studio Dashboard Builds

EAs build and maintain connected dashboards in Looker Studio that pull live data from Google Analytics, Google Ads, or Google Sheets, giving you a single view of performance without manual refreshes.

Spreadsheet Data Cleaning & Structuring

Raw exports from CRMs, ad platforms, or internal tools often arrive inconsistent and unusable — your EA normalizes the data, removes duplicates, and structures it so it's ready for analysis or presentation.

CRM Reporting & Pipeline Summaries

EAs run standard and custom reports inside HubSpot or Salesforce, extract deal stage data, and compile pipeline summaries that give your sales or leadership team an accurate read on where things stand.

Ad Performance Reporting Across Platforms

Your EA logs into Google Ads, Meta Ads Manager, or LinkedIn Campaign Manager, pulls spend and performance data, and compiles it into a consolidated report with the metrics you actually track.

Scheduled Data Pulls & Export Automation

For recurring reports, EAs set up scheduled exports or use tools like Zapier to automate data movement between platforms, reducing the manual steps required to keep your reporting current.

$Trusty Oak fractional talent services$

How the handoff works

After onboarding, your dedicated Client Success Manager documents your current reporting setup — what data sources you use, what outputs you need, and how often. In the first week, your EA gets access to the relevant platforms, reviews any existing templates or dashboards, and completes one full reporting cycle alongside you to confirm the output matches your expectations. From there, recurring tasks run on a set schedule with delivery directly to your inbox or shared drive. If something changes — a new data source, a revised template, a different cadence — you update your EA through whatever communication channel you prefer, and they adjust going forward.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Google Analytics 4

Zapier

Salesforce

Microsoft Excel

Google Looker Studio

HubSpot

...and many more!

What reporting & analytics support costs

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

Do I need to have my reporting already set up, or can an EA help build it from scratch?

Both are common starting points. Some clients hand off an existing reporting process they want maintained; others need help building templates, connecting data sources, or structuring a dashboard for the first time. Your Client Success Manager will document what you have and what you need during onboarding so the EA starts with a clear scope.

How do I share access to my data platforms without creating a security risk?

Most platforms — Google Analytics, HubSpot, Salesforce, ad accounts — support role-based access, so you can grant your EA read-only or limited permissions without sharing primary credentials. Your Client Success Manager can walk you through the recommended access setup for each tool before your EA begins work.

What if my reporting needs change month to month?

Reporting requirements shift — new campaigns launch, leadership wants a different view, a platform gets added. You can update your EA's task list at any time through your Client Success Manager or directly with your EA. There's no rigid scope; the work adjusts as your needs do within your monthly hour budget.

How is a Trusty Oak EA different from hiring a data analyst?

A Trusty Oak EA handles the operational and administrative side of reporting — pulling data, maintaining dashboards, formatting outputs, and keeping recurring reports on schedule. If you need someone to build statistical models, write SQL queries, or conduct original data analysis, that's a different skill set. What an EA eliminates is the time you spend on the repetitive, manual work that surrounds the analysis you're already doing.

Get your reporting off your plate

Trusty Oak matches you with a US-based EA who can take over your recurring reporting work within the first week. Monthly plans start at $1,000 with a one-time $300 onboarding fee.