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Build exactly the reports you need with drag-and-drop simplicity. Any data, any visualization, any schedule. Answer your specific business questions.
Custom Reports put you in control of your data analysis. Drag-and-drop interface lets you select data fields, choose visualizations, apply filters, and create exactly the report you need. No SQL knowledge required. No developer time needed. Build reports in minutes that answer your specific business questions.
Data fields span every part of your business. Customer data, sales metrics, marketing performance, support statistics, product analytics, and financial data. Combine fields from different sources in one report. Cross-reference data to discover insights impossible with pre-built reports.
Visualization options transform data into insights. Bar charts, line graphs, pie charts, heat maps, scatter plots, tables, and more. Choose the visualization that best communicates your findings. Multiple charts in one report tell complete stories. Interactive elements let viewers drill into details.
Filters and grouping refine analysis. Filter by date range, customer segment, product category, sales rep, or any dimension. Group data by week, month, quarter, or year. Compare time periods to spot trends. Segment analysis reveals patterns hidden in aggregate numbers.
Automated scheduling delivers reports without manual work. Schedule daily, weekly, or monthly delivery to stakeholders. Reports generate and email automatically with latest data. Export to Excel, PDF, or CSV for offline analysis. Share links for live web viewing that always shows current data.
Build any report from any field in your connected data. No limitations, no "contact support for custom reports."
Create reports in minutes instead of hours. Automated delivery eliminates manual regeneration.
Charts, graphs, tables, and heat maps. Choose the visualization that best tells your story.
Schedule reports to generate and email automatically. Always have latest data without manual work.
High-level KPIs for leadership. Revenue, growth, customer metrics, and strategic indicators.
Tailored reports for sales, marketing, support, and operations teams. Metrics relevant to each function.
Cohort analysis, retention metrics, lifetime value, and segmentation reports for customer insights.
Professional reports exported to PDF for board meetings. Charts and tables formatted for presentation.
Drag-and-drop report builder
Every field from connected sources
Charts, tables, and heat maps
Custom filters
Date range selection
Data grouping
Multiple charts per report
Scheduled delivery
Export to Excel/PDF/CSV
Share via link
Template library
Real-time data
Three steps. You approve each one. We do the work.
We audit. You approve.
We map how your business runs today, define what custom reports needs to do, and quote a fixed price. Nothing starts until you sign off on the plan.
Delivered in 30 days.
We build custom reports in code and accounts registered to your business, connect it to the tools you already use, and send a written progress update every week.
We run it. You own it.
After launch we host, monitor, and tune it under the $79/month Care Plan or a monthly retainer. You approve every customer-facing change.
Real projects, client names withheld for privacy.
A Denver marketing agency was paying for a CRM, an email tool, a calendar app, a project tracker, a doc signer, and four others. We shipped a single Next.js + Postgres CRM that owned every workflow they previously rented. They cut tooling spend significantly in month one and own the source code.
A home services founder was missing after-hours leads to voicemail. We built a voice AI agent tied to their CRM and calendar. Inbound calls now get qualified, scheduled, and logged before the founder wakes up, no human receptionist on payroll.
A consulting firm needed a new site, a CRM, a payments stack, and social systems, and a 6-week runway before their next campaign. We shipped all four on a single Next.js codebase. Site, CRM, automations, and payments live on day 42.
Pay 50% to start and 50% at launch, delivered in 30 days, then $79/month to keep it running.
$1,750 deposit to start
$4,750 deposit to start
$8,750 deposit to start
30-day Milestone Guarantee: miss the first milestone and your deposit comes back.
Compare every packageA custom reporting layer is part of the $17,500 Full Stack + Social + CRM package. Building reports on top of data you already have starts at $3,500 and depends on how many sources need connecting. Ongoing report maintenance, new report requests, and weekly delivery are included in a flat monthly retainer between $1,500 and $6,000.
Your CRM, website analytics, ad platforms, email and SMS tools, accounting software, scheduling, and spreadsheets. We connect them through direct integrations or a shared database so a single report can show marketing spend, pipeline, revenue, and job margins together. If a tool has an export or an API, it can feed your reports.
The full set of scheduled reports is delivered in 30 days. We start with the two or three numbers you check most, get those delivering to your inbox automatically, and then layer on team, client, and investor views once the core data is trusted.
Yes. Reports are built in tools with drag-and-drop editors, and we train your team during handoff. Most clients prefer that we handle new report requests under the retainer so nothing breaks, but you are never locked out of your own data and can create as many views as you need.
Yes. The reporting database, the connectors, and every report template are registered to your business and transfer to you once the build is paid in full. The 30-day Milestone Guarantee covers the build phase, and your historical data is exportable in standard formats at any time.
Create exactly the reports you need with drag-and-drop simplicity.
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