Corporate reporting workspace

Gallagher’s ResourceReporting Hub

A secure corporate home for operational spreadsheets, standardized reporting, and governed dashboards — one reliable source across every portfolio.

Sample report
Portfolio Performance
Live
Records
Completed
In progress
Scheduled
Sources
Last sync
Preview onlyAuto-refreshing
OperationsPortfolioField ServicesFacilitiesCompliance
Platform

One workspace for every operational report.

Purpose-built for teams that live in spreadsheets today and need governed reporting tomorrow — without moving off the tools they trust.

Ingest

Drag-and-drop Excel and CSV uploads with filename conventions and versioning. Newer exports supersede older ones automatically.

Standardize

Deterministic dedup keys, business-rule driven merges, and a normalized schema you can trust in every downstream view.

Publish

One-click publish to a governed URL or embeddable iframe. Multiple report views per workspace, each independently branded.

Workflow

From spreadsheet to shared truth.

Four steps, repeatable across every reporting cadence — weekly, monthly, or on-demand.

  1. 01
    Upload

    Drop the export file. Filename conventions capture the effective date.

  2. 02
    Parse

    Only the relevant sheet is read. Rows are keyed and validated.

  3. 03
    Review

    Preview the merge diff. Confirm net-new records and updates.

  4. 04
    Publish

    Refresh the dashboard, mint an embed URL, or share a private link.

Report library

Ship the reports your operations already need.

Ops

Operations

Track work orders across sites, statuses, and reporting periods.

Learn more
Field

Field Activity

Technician throughput, completion rates, and scheduling trends.

Learn more
Portfolio

Portfolio

Roll asset-level metrics up to portfolio and customer scorecards.

Learn more
Custom

Custom Report

Bring your own schema. Configure the merge key and publish a new view.

Learn more
Governance

Built for regulated, multi-tenant operations.

Every workspace is isolated by organization. Every upload is versioned. Every published view is auditable end-to-end.

  • Role-based access

    Admin and view-only roles scoped per organization.

  • Organization isolation

    Row-level security enforced at the database layer.

  • Versioned uploads

    Every source file retained with its effective date.

  • Audit trail

    Who uploaded, who published, when, and what changed.

Get started

Request access to the hub.

Access is granted directly by the team. Tell us a little about your organization and we’ll be in touch to provision your workspace.

  • Dedicated organization workspace
  • Admin and view-only roles
  • Private uploads and reports

We’ll only use your details to provision your workspace.