The product
Reperta scans a reporting estate and turns it into a working discovery workspace: every asset inventoried, scored, and explained, with a generated Day-0 assessment at the end.
Reperta follows the structures, formulas, queries, models, connections, and dependencies that create a report. Discovery focuses on the analytical mechanism rather than bulk-ingesting customer records into another platform.
The logic Reperta follows
What discovery does not require
Files are processed to inspect their internal structure and calculation logic. Lineage remains evidence-backed: restricted, dynamic, encrypted, manual, or unsupported dependencies are shown as gaps rather than guessed.
The brief, the inventory, the risk register, and the generated assessment, shown on a scanned demo estate.
The discovery brief: estate at a glance, priority risks, source coverage, and recommended next steps.
Beyond the headline views, the workspace breaks the estate down by dependency, duplication, metric definition, and source coverage.
Every asset and the dependencies between them. Node size shows how connected an asset is; red rings mark high-severity findings.
The logic inside each asset, surfaced for review: formulas, queries, and measures instead of black boxes.
How reports, workbooks, and data sources feed each other, so nothing critical gets cut mid-migration.
Clusters of overlapping reports that answer the same question in different ways.
The same KPI defined differently across assets, with the differences spelled out.
Read-only connections to SharePoint, SQL Server, file uploads, and more.
Scan runs across connected sources, with progress and coverage per source.
A transformation decision rarely belongs in one row of a catalogue. Reperta connects the asset, its logic, the people who use it, the evidence behind a finding, and the action that follows. We call that connected record the Reperta Decision Graph.
The graph is not another diagram to maintain. It is assembled from the reporting estate and enriched as people review what Reperta finds.
Traceable
Findings remain connected to the source logic that produced them.
Decision-ready
Conflicting definitions are shown with their impact, owners, and alternatives.
Built to compound
Reviews and outcomes add context instead of disappearing into another slide deck.
The reports, workbooks, datasets, and models people rely on.
The formulas, measures, filters, and grains behind each number.
The source logic and dependencies supporting every finding.
Owners, reviewers, consumers, and the gaps between them.
What was reviewed, what should survive, and the reason why.
Recommended actions, migration scope, and validation evidence.
Each module reads a different corner of your estate. Together they turn scattered files into a ranked, explained inventory.
Discovers reporting assets across connected systems, including the ones nobody mentions.
Parses and analyses the spreadsheets running your business.
Opens the models behind your dashboards, not just the list of reports.
Groups and classifies reports automatically.
Extracts the logic hidden in your data layer.
Explains your reporting estate in plain English.
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.
How much the business depends on an asset.
Frequently accessed · Linked from other files · Contains key metrics · Lives in finance / leadership folders
How much an asset overlaps with others.
Similar filenames & columns · Similar formulas & SQL · Similar metric names · Same business domain
How likely an asset is obsolete.
Not accessed recently · Old modified date · Failed refresh · No clear owner
How exposed you are if one person leaves.
Only one editor · Owned by one person · Manually maintained · Critical but undocumented
How much hand-work an asset hides.
Copy/paste style files · Recurring exports · Static CSV inputs · Manual override tabs
Every discovery ends in a plain-English assessment pack. Read a full sample, from executive summary to recommended actions.
Get started
Book a discovery walkthrough to see your reporting estate mapped, or ask for a sample discovery pack.
Productized discovery for reporting transformation.