Generate Custom Report

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Marketing 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

Marketing Report Builder

Build a campaign, channel, or performance report. Add the KPIs your client cares about, upload campaign data if available, then summarize what changed and what to do next.

Recommended flow

Add marketing KPIs.
Upload campaign data if available.
Summarize performance and next actions.

Suggested focus areas

ROAS, CTR, CPC, conversion rate, website sessions, leads, revenue, top channel, landing-page performance.

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 Marketing KPIs Add executive KPI cards with formatting and trend indicators. TXT Performance Story Add narrative context, interpretation, and executive summary. CSV Campaign Data Support Add a clean report table from an uploaded CSV file. CHT Marketing Data Chart Upload a CSV and turn selected columns into a report-ready chart. ACT Next 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 client, campaign, or reporting period this marketing 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 Marketing KPIs

Marketing KPIs

Add the marketing metrics your client or team cares about most. Suggested examples: ROAS, CTR, CPC, conversion rate, sessions, leads, revenue, top channel.

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 Performance Story

Performance Story

Summarize what changed, which channels moved, what drove conversion quality, and what matters most for the next reporting period.

Report section title Executive summary

Custom section Table 1

Table 1

Optional: include campaign-level or channel-level CSV details if the report needs a supporting data. Leave this unused 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 Marketing Data Chart

Marketing Data Chart

Optional: upload campaign, channel, traffic, conversion, or revenue data to visualize performance. Good chart ideas: channel performance, sessions over time, conversions by source, ROAS by campaign.

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 Next Actions

Next Actions

Add practical next actions for budget allocation, creative performance, landing-page engagement, targeting, retargeting, or conversion improvement.

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