Report Builder
Generate polished, white-labeled PDF reports your customers can download and share. Automatically styled with their brand, delivered on their schedule.
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.
How It Works
Configure brand settings
Upload your customer's logo, set their brand colors and fonts. This takes under a minute per customer.
Build a report template
Use natural language to describe what the report should contain. The AI generates charts, tables, and summaries automatically.
Preview and customize
Review the generated report, adjust layout, add or remove sections, and refine the content until it looks exactly right.
Schedule or export
Send immediately as a PDF, set up recurring delivery, or give your customers a self-serve download link inside your product.
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.
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View productFrequently 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.
Ready to get started?
See how Gigacatalyst can transform your product's analytics experience. Book a live demo with our team.
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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
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Book a call and we'll walk you through how Gigacatalyst can work for your product.
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