Build your own monthly report generator
Automate data collection, visualize performance metrics, and share insights in an AI-powered system built with AI to fit your workflow.
Build exactly what your team needs
Customize your monthly report generator with the exact charts and tables your team needs. Add features as your reporting processes evolve.
Centralized data source integration
Automated report template generation
Interactive data visualization dashboards
Role-based access control
AI-powered data queries
PDF export and sharing
Unify your reporting data in real time
Connect spreadsheets, CRMs, and ad platforms with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business reporting.
Custom access for every team. Built-in security.
Give each teammate the right reporting tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Give different team members tailored access to specific dashboards, so each department sees only the KPIs and reporting data that matter to them.
User groups
Give different team members tailored access to specific dashboards, so each department sees only the KPIs and reporting data that matter to them.
Automations
Streamline your reporting cycles with Softr Workflows. Trigger native notifications or data updates whenever monthly metrics reach your targets.
Works on any device
Review and update your monthly reports on the go. All dashboards are fully responsive and mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to their reporting dashboard—no internal IT tickets needed.
Security
Keep sensitive business performance data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every reporting level.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your monthly report generator in minutes with AI—no manual configuration or coding required.
Consolidate your stack
Add interactive charts, PDF exports, or automated filters as your reporting needs grow—no rebuild needed.
Flexible as you grow
Start with a report generator, then add internal dashboards or client portals—all in one place.
Generate a custom monthly report generator with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your monthly report generator in minutes
Launch faster with a reporting tool built for your workflow. Get started free—no setup time, no dev needed.