Generate Custom Report

Back to Finance

Finance Report

Build a flexible professional report from metrics, narrative, structured data, and recommendations. Preview before export, edit before download, and keep the PDF clean and professional.

Guided workflow

Finance Report Builder

Build a financial performance report focused on revenue, cost, margin, variance, and cash-flow clarity.

Recommended flow

Name the business unit, client, or reporting period.
Add 3-8 financial KPIs.
Upload financial data if available.
Summarize the key financial drivers.
Add recommended financial actions.

Suggested focus areas

Revenue, gross margin, operating cost, net profit, cash flow, budget variance, cost drivers.

Smart KPI Values

Format currency, percentages, and numbers into executive scorecards.

Strategic Commentary

Add context, interpretation, and the human layer behind the metrics.

Dynamic Data Table

Upload a CSV and turn it into a readable report table.

Recommendations

Convert next actions into a clean, action-ready recommendation list.

Reportforge Engine Structured blocks

Elite Report Output

PDF-ready layout

Executive scorecard
Clean narrative section
Structured table
Action-ready recommendations
PDF-ready layout

Build your report structure

Choose the sections you want included in this report. You can keep it simple or build a richer report depending on your client's needs.

KPI Financial KPIs Add executive KPI cards with formatting and trend indicators. TXT Financial Summary Add narrative context, interpretation, and executive summary. CSV Financial Data Support Add a clean report table from an uploaded CSV file. CHT Financial Trend Chart Upload a CSV and turn selected columns into a report-ready chart. ACT Financial Actions Add action-ready next steps for the reader. TXT Custom Text Section Add an extra labeled text section for notes, analysis, assumptions, or context.

Report Setup

Name the business unit, client, or reporting period this financial report covers.

Report title Agency name Audience / Client Name Report visibility Used only when the audience field is empty. Report month Report year

Branding

Add optional white-label details for the exported PDF.

Agency logo (PNG or JPG) Accent color

Custom section Financial KPIs

Financial KPIs

Add the financial metrics leadership cares about most. Suggested examples: revenue, gross margin, operating cost, net profit, cash flow, budget variance.

Report section title

Import KPI CSV Optional. Upload a CSV with metric, value, delta, and format columns to populate KPI cards.

Metric 1 label Metric 1 value Metric 1 format Metric 1 delta (%)

Metric 2 label Metric 2 value Metric 2 format Metric 2 delta (%)

Metric 3 label Metric 3 value Metric 3 format Metric 3 delta (%)

Custom section Financial Summary

Financial Summary

Summarize the financial performance story: revenue movement, margin changes, cost drivers, profitability, cash-flow position, and major variances.

Report section title Executive summary

Custom section Table 1

Table 1

Optional: include financial line-item or category-level data if the report needs a supporting data breakdown. Leave this block out if there is no useful table.

Report section title Right-align numeric columns CSV file upload Upload the CSV file you want to render as a report table. Files must be re-uploaded after using Back / Edit.

Table settings Filter, sort, limit, or choose the columns shown in this table. Show table settings Hide table settings

Visible columns Table sort column Sort direction Table column filter Table value filter Max rows shown Include table insight

Paste CSV manually Advanced manual entry path.

Add up to 3 table sections.

Custom section Financial Trend Chart

Financial Trend Chart

Optional: upload financial data to visualize performance. Good chart ideas: revenue vs. cost trend, margin movement, expense breakdown, budget vs. actual.

Report section title Upload chart CSV Required for this block. Upload a CSV file with headers in the first row. Chart type X-axis column name Y-axis column name

Advanced chart settings Filter, group, aggregate, or limit this dataset. Show advanced settings Hide advanced settings

Filter column Filter value Group by Series column Aggregation Top N

Include generated insight Optional caption

Add up to 3 chart sections.

Custom section Financial Actions

Financial Actions

Add practical next actions for margin protection, cost control, revenue growth, budget variance, or cash-flow discipline.

Report section title Recommendations Keep recommendations short enough to scan in the exported report.

Custom section Custom Text Section

Custom Text Section

Add an extra labeled text section for notes, analysis, assumptions, or context.

Section title Section body

Access code

Enter your Reportforge access code to generate the preview.

Access code