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Custom Report

Build your report from mixed inputs

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.

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 Smart KPI Values Add executive KPI cards with formatting and trend indicators. TXT Strategic Commentary Add narrative context, interpretation, and executive summary. CSV Structured Data Table Add a clean report table from an uploaded CSV file. CHT Chart from CSV Upload a CSV and turn selected columns into a report-ready chart. ACT Recommendations 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 report owner, optional audience, and reporting period. Leave audience blank for internal reports.

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 Smart KPI Values

Smart KPI Values

Add up to eight metrics. Choose the format so Reportforge can render them correctly.

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 Strategic Commentary

Strategic Commentary

Write the human layer: context, interpretation, and executive summary.

Section title Executive summary

Custom section Table 1

Table 1

Upload a CSV file, then configure columns, sorting, filtering, and row limits.

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 Chart 1

Chart 1

Upload a CSV file, choose the chart columns, and optionally filter, group, aggregate, or limit the results.

Chart 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 Recommendations

Recommendations

Enter one recommendation per line.

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