# Report Builder - Branded PDF Reports on Demand | Gigacatalyst

Canonical URL: https://gigacatalyst.com/solutions/report-builder

# Report Builder

Generate polished, white-labeled PDF reports your customers can download and share. Automatically styled with their brand, delivered on their schedule.

[Talk to Founder](#contact) Backed by Y Combinator 10x Faster than manual reporting 100% White-label branded PDF + CSV Export formats

## Key Capabilities

### White-Label Branding

Reports auto-apply your customer's logo, colors, and fonts. Zero manual formatting required.

### One-Click Export

Download as PDF or CSV instantly. Email directly to stakeholders from inside the dashboard.

### Scheduled Delivery

Set reports to generate and send on any cadence. Daily, weekly, or monthly, always on time.

## Manual reporting is killing your team's time

Your customers need branded reports but building them is a painful, repetitive process. Every new client means custom formatting, manual data pulls, and hours of busywork.

Formatting reports for each client takes hours every week Customers complain about outdated data in static PDFs Design team gets pulled into report styling instead of product work No consistent branding across reports sent to different stakeholders

## How It Works

1

### Configure brand settings

Upload your customer's logo, set their brand colors and fonts. This takes under a minute per customer.

2

### Build a report template

Use natural language to describe what the report should contain. The AI generates charts, tables, and summaries automatically.

3

### Preview and customize

Review the generated report, adjust layout, add or remove sections, and refine the content until it looks exactly right.

4

### Schedule or export

Send immediately as a PDF, set up recurring delivery, or give your customers a self-serve download link inside your product.

## We match your look and feel so it looks like the product your customers already know

Your product Overview Analytics Revenue overview Account health Renewal risk

Revenue overview

$428k

Revenue

+14%

Growth

92%

Renewal

Brand settings

Accent color

Corner style Rounded Powered by Hidden

Apply your logo, type, color palette, spacing, and navigation. Gigacatalyst stays out of sight while your product gains a flexible analytics surface.

- Use your design tokens and customer-specific themes.
- Keep navigation and interactions consistent with your app.
- Remove Gigacatalyst branding from the customer experience.

## Every answer stays tied to your source of truth

Apps inherit your access rules, call only approved operations, and test the result against the records your product returns.

Your data Permissions Approved APIs

Governed app contract

The rules every app inherits

Verified Account scope Northstar Foods only Revenue metric sum(invoice.total) Evaluation $192,000 = source Dashboard Report Action Permissions follow the signed-in customer Metrics are checked against API results Every app version keeps an auditable contract

## Why Teams Choose This

### Professional output, zero design effort

Every report looks like it was built by a design team. Consistent typography, proper spacing, and polished charts out of the box.

### Customer retention through value

When customers receive beautiful, insightful reports on schedule, they see ongoing value from your product without you lifting a finger.

### Scale without headcount

Serve 10 customers or 10,000 with the same effort. The report builder handles volume without additional operational cost.

### Data always current

Reports pull live data at generation time. No more sending a report and immediately getting a question about why the numbers are stale.

## Built For Your Team

### Customer-Facing Reports

Deliver branded analytics reports to your B2B customers showing their usage, ROI, and key metrics.

### Executive Summaries

Auto-generate weekly or monthly summaries for leadership with the metrics that matter most.

### Compliance Documentation

Produce audit-ready reports with consistent formatting, timestamps, and data provenance.

### Client Onboarding Packs

Generate baseline reports during onboarding so new customers immediately see value from day one.

### Board Presentations

Create investor-grade reports with clean charts and professional branding in minutes, not days.

### Partner Reporting

Share performance data with channel partners and resellers using their own branding and formatting.

## Explore More Solutions

See how Gigacatalyst helps teams across your organization with AI-powered analytics and reporting.

[### Sales Analytics AI-powered pipeline dashboards and activity tracking for sales teams. Learn more →](/solutions/sales-analytics)[### Financial Dashboards Real-time CapEx, budget, and forecast visibility for finance teams. Learn more →](/solutions/financial-dashboards)[### All Dashboards & Analytics See the full AI-powered dashboards and analytics platform with all capabilities in one view. View product →](/dashboard-analytics-bi)

## Frequently Asked Questions

Yes. Each customer profile stores their logo, color palette, and font preferences. Reports automatically apply the correct branding based on the recipient.

PDF and CSV are available today. PDF reports include full formatting, charts, and branding. CSV exports provide raw data for customers who want to do their own analysis.

Yes. You can give customers a self-serve report builder inside your product. They choose the metrics, date range, and format. Everything stays branded to your specifications.

Set a cadence (daily, weekly, monthly, or custom) and a recipient list. Reports generate automatically with fresh data and deliver via email at the scheduled time.

You can customize layouts by describing what you want in natural language. Move sections around, add custom text blocks, change chart types, or create entirely new templates.

## Start building report builder in your product

Run the setup prompt from your desktop repository. Your coding agent catalogs the APIs you approve and opens a ready-to-build workspace.

Your APIs Your interface Your permissions [Talk to Founder](#contact)

Install Gigacatalyst

Choose your coding agent.

Install Gigacatalyst in this codebase.

Read https://giga-api.nmn.gl/api/v1/contact/self-serve-agent.md and follow the installation steps exactly.

Do not change the existing product code. Before creating an account or sending anything outside this repo (the account-creation step in the linked instructions), tell me what you're about to send and to which URL, and wait for me to confirm. Stop when the workspace is ready on v2.gigacatalyst.com and you have my sign-in link, or sooner if something looks wrong. “

Gigacatalyst has been absolutely transformational to us, our customers, and the entire business. Over 1,000 UpKeep customers use it daily.

Ryan Chan

CEO, UpKeep · Series B · Y Combinator W17

## Ready to make your product adapt?

Company Website

### Talk to Founder

Book a call and we'll walk you through how Gigacatalyst can work for your product.

[Book a Call](https://cal.com/namanyayg/25m)
