report generator is used to

• Engineering Mathematics
• Discrete Mathematics
• Operating System
• Computer Networks
• Digital Logic and Design
• C Programming
• Data Structures
• Theory of Computation
• Compiler Design
• Computer Org and Architecture

What is Report Generator?

• What is SVG Generator in HTML5 ?
• What is a Character Generator (CG)?
• Signal Generator
• Format Reports in Excel
• Hibernate - Generator Classes
• What Is a Project Status Report?
• How To Generate Reports Using Postman Tool ?
• What to understand the Generator function in JavaScript ?
• What are Descriptive Analytics?
• Generators in Python
• JavaScript Generator next() Method
• JavaScript Generator throw() Method
• JavaScript Generator return() Method
• Project Idea | ( True Random Number Generator)
• PHP | FPDF-PDF Generator
• JavaScript Generator Reference
• std::generate_n in C++
• What is DataOps?
• Defect Triage Report Format

A computer program is referred to as a report generator. The purpose of this computer program is to accept information or data from the database, spreadsheet, or XML stream which are the source, and then utilize the data for producing a structured composition satisfying the readership of a specific human. The process in which reports are made by using a tool for users related to business is called report generation and the software used for this method is known as a report generator . For producing reports, a report generator is more proficient and suitable as compared to excel.

Need of Report Generation:

The necessity of making reports manually gets eliminated by report generation. Report generation also reduces the chance of mistakes. It allows us to examine the information/data. Explanation of the report which includes retrieving the type of data, data location, also the strategy for showing that data, all is done by the report generator. 

Report generator permits operation of a report with the report processor and the data is removed with the given definition of the report and joining data with the layout of the report for report creation. The report generation tool not only allows the preview of the report but also its publication to a server to transfer later on. From that point onward, the data can be reported to your colleagues, directors, or accomplices.

Features of Report Generator:

• For every phase of report generation, the report generator is user-friendly and effective.
• From numerous sources of data, report generators can easily extract information.
• Report generator operators with real-time work.  The reports are automatically generated after arranging templates and report the frequency of annual, quarterly, monthly, and day to day reports and are sent to the email address that is set.
• Report generator supports the reuse of templates to generate reports.
• Printing or exporting of reports is supported by the report generator. The report can be exported or printed in pdf, images, or excel.
• Users can review the reports anywhere and anytime by their phones with the help of the report generator.

How does the reports generation process is simplified by Report generators/Report generation software？

There are two types of the report generation process, which are as follows: 

• Full-automatic generation
• Semi-automatic generation

1. Full-automatic Generation: Full automatic generation is a template-based process. YoY (Year over Year), MoM (Month over Month) ranking is the often utilized monetary insights. Take the most often involved for instance, including MoM, YoY Ranking. At the point when the report generator is used, layouts of monetary statistics have been created inside. The full-automatic generation just requires us to link to the database and drag it to the relating cell.

2. Semi-automatic Generation: Each module is generated automatically in semi-automatic generation by using professional functions. Semi-automatic generation is common and can more likely meet clients’ customized requirements as compared to full-automatic report generation.

Please Login to comment...

Similar reads.

• Computer Subject

Improve your Coding Skills with Practice

What kind of Experience do you want to share?

What Is a Report Generator

Using a valid, reliable report generator ensures a clean and consistent availability of information and eliminates the need to manually create reports.

Jun 22 2020 ● 3 min read

Table of Contents

Report generation – why do we need it, what is a report generator, how to generate a report.

After publishing your content , you’ll want to know some types of information about the action and habits of your visitors, such as their country of origin, their most visited pages, your views per day, and other types of information based on your business.

All this information can help you create strategic decisions to improve your business performance. But, creating your reports manually takes a lot of time and effort – a time you or your employees can spend on more important tasks.

Report generation eliminates the need for manually creating reports, lowering the risk of errors, and allowing you or your employees to do what you do best – to analyze the data .

It uses a report generator – a tool that requires defining the report, including the type of data to retrieve, the location of data, and the method of displaying it.

This allows you to run a report with the report processor extracting the information with the given report definition and combining them with the report layout to produce the report.

Your reports can be previewed in the report generator tool, as well as published to the report server for sharing or administration in the future. After that, you can report the data to your team members, managers, or partners.

A report generator is software used for report generation — the process in which reports are automatically created using insights from various data sources. You can present generated reports online or export reports to different formats that enable quick and easy sharing.

Companies have used Excel for generating reports for years, but a report generator is more professional and convenient, from data entry to data display. Even non-technical users can use it to retrieve data with a few simple clicks.

Features of a report generator include:

• Supporting retrieving data from various data sources and combining them;

• Exporting or printing the reports to CSV, PDF, Excel, images, and other document formats;

• Supporting access control, which means administrators can configure who gets access to the whole server, a single report, folders of reports, or specific cells;

You can make your standard reports by setting specific criteria of who you would like to report on.

Generally, there are two ways to generate a report, full-automatic report generation, or semi-automatic report generation.

Full-automatic generation uses tools that usually have convenient and attractive built-in templates that save valuable time. It requires connecting to the database and dragging the data to the appropriate cell.

Semi-automatic generation is more common than full-automatic report generation and can better meet your personalized needs.

In general, the complete process of creating a report is divided into three steps:

• Connection to database – including opening designers, configuring data sources, designing a new report, and configuring private data sources.

• Report design – including generating new reports, specifying data sources, binding data columns, summarizing, and formatting reports.

• Publishing and browsing reports – including viewing, saving, and publishing reports.

Report generators connect with data sources, collect information, and offer insights in the form of charts or graphs based on the input data so that you can find useful and meaningful information.

These tools provide detailed insights and more visibility over data which helps users make better-informed decisions. They present data clearly and attractively, thus making it more presentable, readable, and useful. After building the report, you can extract it in the appropriate format and share it with whomever it may concern.

A report generator makes things simpler for almost all types of businesses.

Published on Jun 22 2020

Gintaras is an experienced marketing professional who is always eager to explore the most up-to-date issues in data marketing. Having worked as an SEO manager at several companies, he's a valuable addition to the Whatagraph writers' pool.

Related articles

Marketing analytics & reporting · 10 mins

Best Marketing Analytics Tools and Software in 2024

Agency guides · 5 mins

Building Trust with Clients: Tips for Marketing Agencies

Agency guides · 7 mins

How to Exceed Client Expectations as Marketing Agency

Agency guides · 10 mins

Agency Client Retention: Common Mistakes & Expert Tips

Marketing analytics & reporting · 8 mins

Social Media Analytics Report: Best Practises, Tools & Reporting Templates

Data analytics · 7 mins

Data Blending: Clear Insights for Data-Driven Marketing

Get marketing insights direct to your inbox.

By submitting this form, you agree to our privacy policy

👀 Turn any prompt into captivating visuals in seconds with our AI-powered design generator ✨ Try Piktochart AI!

• Piktochart Visual
• Video Editor
• AI Design Generator
• Infographic Maker
• Banner Maker
• Brochure Maker
• Diagram Maker
• Flowchart Maker
• Flyer Maker
• Graph Maker
• Invitation Maker
• Pitch Deck Creator
• Poster Maker
• Presentation Maker
• Report Maker
• Resume Maker
• Social Media Graphic Maker
• Timeline Maker
• Venn Diagram Maker
• Screen Recorder
• Social Media Video Maker
• Video Cropper
• Video to Text Converter
• Video Views Calculator
• AI Brochure Maker
• AI Document Generator
• AI Flyer Generator
• AI Image Generator
• AI Infographic
• AI Instagram Post Generator
• AI Newsletter Generator
• AI Quote Generator
• AI Report Generator
• AI Summarizer
• AI Timeline Generator
• For Communications
• For Education
• For eLearning
• For Financial Services
• For Healthcare
• For Human Resources
• For Marketing
• For Nonprofits
• Brochure Templates
• Flyer Templates
• Infographic Templates
• Newsletter Templates
• Presentation Templates
• Resume Templates
• Business Infographics
• Business Proposals
• Education Templates
• Health Posters
• HR Templates
• Sales Presentations
• Community Template
• Explore all free templates on Piktochart
• Course: What is Visual Storytelling?
• The Business Storyteller Podcast
• User Stories
• Video Tutorials
• Need help? Check out our Help Center
• Earn money as a Piktochart Affiliate Partner
• Compare prices and features across Free, Pro, and Enterprise plans.
• For professionals and small teams looking for better brand management.
• For organizations seeking enterprise-grade onboarding, support, and SSO.
• Discounted plan for students, teachers, and education staff.
• Great causes deserve great pricing. Registered nonprofits pay less.

AI-Powered Report Generator

Transform your data into visually stunning, professional-looking reports in seconds. Say goodbye to spending hours crafting an effective report—let our intelligent tool do the heavy lifting for you.

The new way of creating reports

Redefine Your Efficiency

Prompt to report in 10 seconds

Piktochart AI delivers a ready-made report in a matter of seconds. Simply provide a brief description of your desired report, whether it’s visualizing survey results, creating a performance review, crafting a marketing overview, or analyzing healthcare data.

Simplified Design Process

Instant creation with your own text content

Have a text-heavy report and don’t know where to start? Simply paste your text or upload your document and let Piktochart AI generate professional-looking reports that are customized for you in seconds. Piktochart AI supports PDF, DOCX, and TXT format, making it versatile for your every need.

Captivate Your Audience

Professional report templates for every need

For survey reports, performance reviews, marketing overviews, or analyses, our AI report generator has you covered with a wide range of customizable templates.

Easy to Customize

Personalized report designed for you

Experience the ease of report design with Piktochart AI’s user-friendly editor. Customize your report with our extensive library of design elements, fonts, and color schemes to stay on-brand.

Trusted by Industry Leaders

• Visualize marketing campaign results, customer demographics, and market trends, facilitating data-driven decision-making.
• Engaging, easy-to-understand reports for clients, showcasing campaign performance, ROI, and key marketing metrics.
• Identify emerging trends and forecasting future market movements.

HR and Learning and Development Reports

• Highlight progress, identify areas for improvement, and facilitate effective performance reviews.
• Visually represent the impact and effectiveness of training programs.
• Compile and interpret data on workforce diversity, employee satisfaction, and organizational culture.

NGOs and Government Organizations

• Illustrate impact on communities by showcasing progress on projects, beneficiary stories, and fund utilization, essential for donor reports and stakeholder updates.
• Reports on donation usage, program effectiveness, and organizational financial health.
• Analyze program data, helping to assess effectiveness, identify areas for improvement, and inform future project planning and resource allocation.

Researchers

• Transform complex datasets into clear, comprehensible visuals, aiding in the presentation of research findings.
• Easy sharing and editing of reports, essential for multi-author studies and publications.
• Prepare reports for academic journals or conferences, aligning with publication standards.

Reports created using Piktochart’s AI-powered report generator

How to Generate AI Reports

1. Describe Your Report

Briefly describe (within 120 characters) the intent of your report. Whether it’s for visualizing a survey, performance review, marketing overview, or analysis. 

2. Choose from Our Report Templates

Select from a diverse range of professionally designed templates tailored for various industries and report types.

3. Customize Your Design in Piktochart Editor

Personalize your report by adjusting colors, fonts, and layout to match your brand or preferences. Piktochart provides an array of design elements, icons, and images to enhance the visual appeal of your report. 

4. Publish and Promote

Once you’re satisfied with the result, you can export your report in various formats like JPG, PNG, or PDF, making it easy to distribute your report to stakeholders.

AI-Powered Visualization for Any Topic

What kinds of reports can be generated using this AI tool?

Survey report.

A survey report is a comprehensive analysis that distills valuable insights gathered through systematic data collection such as customer satisfaction, employee engagement, or market trends. This report type transforms raw data into actionable information to guide informed decision-making for organizations and stakeholders.

Performance review

A performance review report is a structured evaluation process that provides a holistic assessment of an individual’s professional accomplishments, skills, and contributions within a specific timeframe. This report type is crucial for professional development and aligning individual performance with organizational objectives.

Marketing overview

A marketing overview report is a concise yet comprehensive document that captures the essence of a company’s marketing performance over a specific period. This report provides a strategic snapshot, highlighting key marketing initiatives, campaign effectiveness, and performance metrics. It helps equip decision-makers with actionable insights to refine strategies, optimize budgets, and drive future marketing success.

Healthcare analysis

A healthcare analysis report is a detailed examination of critical aspects within the healthcare domain aimed to provide a comprehensive understanding of trends, performance metrics, and key indicators. This report delves into various data points such as patient outcomes, resource utilization, financial efficiency, and adherence to regulatory standards.

Ready to use AI to create professional and engaging reports?

Join more than 11 million people who already use Piktochart to craft amazing visual stories.

Can I customize my report with my own photos and diagrams?

How many reports can i generate, how can i improve the quality of my reports, do i have to sign up for a piktochart account, what else can you create with piktochart ai.

Home » How to generate Reports with Python (3 Formats/4 Tools) As Excel, HTML, PDF

How to generate Reports with Python (3 Formats/4 Tools)  As Excel, HTML, PDF

Lianne & Justin

• July 23, 2021

In this tutorial, we’ll show you how to generate reports with Python .

Reporting is one of the essential tasks for anyone who works with data information. It is critical but also tedious. To free our hands and minds, we can make a program to automate the report generation process. Besides data analysis, Python is also convenient for automating routine tasks such as reporting.

Following this guide, you’ll use tools with Python to generate reports, as the below common formats:

• HTML (with template)

HTML to PDF

Pdf directly.

If you are looking to generate reports automatically with Python, this tutorial is a great starting point. You’ll know where to start generating your next report!

We are going to show you popular and easy-to-use Python tools, with examples. The example report will include data table s and a chart , the two most common elements within reports.

Let’s get started!

To follow this tutorial, you’ll need to know:

• Python basics , which you can learn with our FREE  Python crash course: breaking into Data Science .
• Python pandas basics , which you can learn with our course Python for Data Analysis with projects .
• HTML basics , which you can get a quick overview with  HTML Introduction from W3 Schools .

Overview of Python reporting

Before we start, let’s look at an overview of reporting with Python.

The standard formats of reports are Excel, HTML, and PDF. The good news is, Python can generate reports in all these formats. So you can choose any of these formats, depending on the needs of the report’s users.

Below is a summary of what we’ll cover in this tutorial. We’ll need pandas for all the reports, since we need to manipulate and analyze data when building reports.

Create the example report

To show examples of the above, we’ll use stock market data. We’ll generate simple reports based on the historical data of the S&P 500 index from Yahoo! finance.

Below is the code to pull the data for the reports. In summary, we grab the historic data of the S&P 500 and make a summary statistics table based on it.

At the end, you should have two pandas DataFrames sp500_history and sp500_history_summary for reporting:

• sp500_history : the 10 years historical data of S&P 500 Your result will look different than below, since the date changes according to the date when you run the code.

2514 rows × 6 columns

• sp500_history_summary : a simple summary statistics of the above data

Besides these two DataFrames, we’ll also create a line chart showing the series of Close and Close_200ma .

The code below builds the line chart using the matplotlib and seaborn libraries, and saves it as a PNG file on your local computer. This file chart.png will be used in the reports below.

Now we have everything needed ( sp500_history , sp500_history_summary , chart.png ) to generate reports.

Further learning : Please note we generated the above simple report quickly for demonstration only. To learn about using Python for data analysis, please check out our course Python for Data Analysis with projects . The course covers the pandas , seaborn libraries. You’ll learn how to manipulate data, create data visualizations, etc., which is essential to create reports in Python.

Let’s dive into each specific example!

We’ll start with the classic: Excel. Excel is a widely used, powerful data analysis and visualization tool. In many scenarios, you may want to store the report within Excel and share it with others. Others can easily open the spreadsheet, examine the report, and even use it for further analysis in Excel, Python, or other programs.

While there are different tools to save reports as Excel, we’ll use the foundation one: ExcelWriter and the to_excel method in pandas . Here is the summary of the steps. You can read it together with the code below.

• Set up an ExcelWriter with engine ‘openpyxl’ You can also use the engine ‘xlsxwriter’. The general procedure is the same, but the syntax will be different. We are using ‘openpyxl’ since it’s the default engine for xlsx files.
• Export the data from Python to Excel We export DataFrames sp500_history and sp500_history_summary to two separate sheets/tabs.
• Add a line chart in Excel showing the data of Close and Close_200ma Please check the comments in the code below for details. Since Excel is a data visualization tool, we are adding charts directly in Excel. But this is essentially the same chart as the chart.png file we’ve created earlier.

The final saved Excel file has two tabs that look like below:

There is much more styling you can accomplish with this method. Please check out openpyxl documentation .

HTML (Hyper Text Markup Language) is the standard markup language for creating web pages. We can embed an HTML format report easily on a web page, or an email. So it is also popular for different use cases.

We’ll cover two main methods of generating HTML reports in Python. One is the basic one, and the other is to generate one with templates using the library called Jinja 2.

Let’s start with the basic one. We can define HTML code as a Python string, and write/save it as an HTML file.

Here are the general steps of the procedure. You can read it together with the code below.

• Set up multiple variables to store the titles, text within the report
• the head: contains meta information about the HTML page, including the title
• the body: a container for all the visible contents, such as h1 , p , img , table Within the img element, we include the chart.png file saved on your computer. To include the DataFrame as HTML table s, we use the to_html method. For simplicity, we only render the last 3 rows of the DataFrame sp500_history .
• Write the html string as an HTML file

You can open the final HTML report in any modern browser. You can try to match each of the HTML elements to the final report below.

We’ll leave the report as it is. If you want to style this HTML report more, please learn about CSS (Cascading Style Sheets). With CSS, you can control almost everything, including the color of text, font, spacing between elements, background color, and so on.

HTML with template

Besides the basic approach to generate HTML reports, we can also use a templating engine like Jinja2 . With Jinja2 , we can put special placeholders in the template to allow writing code similar to Python syntax; then the template is passed data to render the final document.

So we can easily create an HTML template, then use it with Python-like syntax. This is especially useful when you are using complicated templates for reporting over and over again.

Below are the general steps to use Jinja2 to generate HTML reports:

• Create an HTML template with variables I named it ‘report_template.html’, and saved it under a folder in the current working directory called ‘templates’.

Within such a file, I put in the code below. We are creating the same HTML report as the previous example, but the syntax of Jinja ‘s template is different from Python strings. You can read more about its syntax here . For example, two curly brackets {{...}} are used as placeholders for expressions like variables. We can specify such variable’s value later within this template, which you’ll see soon.

• Create a template Environment object, which will be used to load templates loader=FileSystemLoader('templates') tells Jinja to look for templates stored within a file/folder called ‘templates’. You can use other loader s to load templates in other ways or from other locations, please check the doc for details.
• Load the template from the Environment We load the template file set up earlier called ‘report_template.html’.
• Render the template with variables As you can see, the variables within {{...}} in ‘report_template.html’ are set as specific values. Jinja will embed them within the template.
• Write the template to an HTML file You can open the HTML file in any modern web browser. It should look the same as the previous example of HTML report.

You might wonder, Jinja2 doesn’t seem to be very impressive in this example? It seems similar to the basic approach, except that we use some Jinja2 methods versus the f-string. But imagine if you have a much more complicated report, and you want to reuse it, then Jinja would make it much easier.

Now you have the report in HTML format, what if you also want PDF documents to share with a broader audience? We can use a package called WeasyPrint to convert HTML to PDF.

Using the below code, we convert the HTML file ‘html_report_jinja.html’ to a PDF file called ‘weasyprint_pdf_report.pdf’, with an inline CSS stylesheet. Within the stylesheet, we specified the page size, margin, and the table header and cell border.

The final result is a nice looking PDF below.

What if you’re not familiar with HTML, you just want the PDF format report? Python also has a solution for that. We’ll use this Python package called FPDF .

I would strongly suggest you read the short minimal example tutorial on the FPDF website before using the package.

The challenge to generate our report with FPDF is to show the tables of data. So before using FPDF , we define a function below to loop through the columns and rows of a DataFrame to display it on cells in the PDF.

Then, we can use FPDF to display the report. The general procedure is:

• Set up basic setting for a PDF page with FPDF
• Lay out each item we want to see in the report Please see the details in the comments below. It is helpful to match the code with the final PDF.
• Output the PDF file

The final PDF report looks like below.

You might have heard about another popular tool called ReportLab . We picked FPDF since it seems to be easier to learn.

In summary, you’ve learned examples of using Python to generate reports as Excel, HTML (with template), and PDF.

Each of them is good for different scenarios:

• If you want an Excel file, then do Excel
• If you want to embed HTML to web pages, or are just good at HTML, use HTML. You can also convert HTML to PDF after
• If you only want PDF, you can go with PDF directly too

Each of these methods/packages has a lot more techniques. Hope you got the basics within this tutorial, and are ready to explore details on your own!

After generating reports using Python, it is also convenient to automatically send emails to share the reports. Please check out How to Send Emails using Python: Tutorial with examples .

Further learning : if you want an interactive web-based report/dashboard, we highly recommend plotly Dash . You can either take our comprehensive introductory course: Python Interactive Dashboards with Plotly Dash , or read our article with an example: 6 Steps to Interactive Python Dashboards with Plotly Dash .

We’d love to hear from you. Leave a comment for any questions you may have or anything else.

• Automation , Data Science , Excel report , HTML , PDF , Python Report , Python reporting , Report Generation

7 thoughts on “How to generate Reports with Python (3 Formats/4 Tools)<br /><div style='color:#7A7A7A;font-size: large;font-family:roboto;font-weight:400;'> As Excel, HTML, PDF</div>”

Que buenos ejemplos. Muchas gracias.

I found this library than better in terms of efficiency: https://github.com/MatteoGuadrini/pyreports

Thanks for the suggestion, John

Is there a way to create nice tables with nice headers and colour formatting and add dynamic data from dataframes into them and then paste those tables in Word? I meed to produce a final document in Word. I’m using the docx library now.

Is there a way to include a table of contents in your Word document and your html document from python?

Hi Runy, we’ve never tried to do that in Word so sorry can’t help.

Hi there, we have an open-source library for creating reports using Python that also may be helpful! You can find it at https://datapane.com / https://github.com/datapane/datapane .

If you want to jump straight in, here are the docs: https://docs.datapane.com/reports/overview/

Leave a Comment Cancel Reply

Your email address will not be published. Required fields are marked *

Save my name, email, and website in this browser for the next time I comment.

More recent articles

How to build XGBoost models in Python  With a step-by-step example

This is a practical guide to XGBoost in Python. Learn how to build your first XGBoost model with this step-by-step tutorial.

What is gradient boosting in machine learning: fundamentals explained  Must read before implementing

This is a beginner’s guide to gradient boosting in machine learning. Learn what it is and how to improve its performance with regularization.

What are Python errors and How to fix them

This is a tutorial to Python errors for beginners. Learn their types and how to fix them with general steps.

Learn Python for Data Analysis

with a practical online course

lectures + projects

based on real-world datasets

We use cookies to ensure you get the best experience on our website.   Learn more .

• Why FineReport

Product Features

Smart Report

Visualizations & Dashboards

Decision-making Platform

Visual Chart

Data Collection

Deployment & Integration

Documentation

Getting Started

Training Videos

Learning Path

Certification

Bahasa Indonesia

Create Reports and BI dashboards in 5 minutes!

For any report, the aspirations are for it to be timely, accurate, and relevant. The report generation process is crucial to achieving these objectives, and the efficacy of the report generator directly influences our ability to meet these goals. Whether working in Excel or Python, the task of generating reports is not straightforward. This article will guide you through all the essentials of report generation, encompassing their definition, features, and a list of report generation software. Let’s commence the exploration!

Note: All the reports templates shown in this article are created by  FineReport , a powerful  reporting software  that has been honorably mentioned by  Gartner  Magic Quadrant for ABI Platforms. You can download FineReport for free and have a try!

1. What is Report Generation?

2. demystifying report generation: an insight into the report generator, 3. the features of report generation and the role of the report generator, 4.1 full-automatic report generation , 4.2 semi-automatic report generation, 5.1 finereport, 5.2 crystal reports, 5.3 sql server reporting service (ssrs), 6. report generation example, 7. final thoughts of report generation.

Reports generation is the process of using a tool for creating reports primarily for business users. To generate the report, you need to create a report definition, including what data to retrieve, where to get it, and how to display it.

You may also find that people more often refer to automatic report generation or sometimes refer to semi-report generation. What do they mean? I will talk about the difference later.

Excel has been playing a role in generating reports for a long time. However, many people have complained about how cumbersome and painful it is to use Excel to produce reports, especially when you repeatedly make regular reports such as the daily report , weekly report , and monthly reports .

Once your boss asks you for a report by tomorrow, you have to collect data from different departments and stay up late to combine these data to generate a new Excel report . What do you do most in this job?

Copy and paste! Sounds frustrating, doesn’t it?

Luckily, with the report generator , you will be liberated from repetitive work and overwork.

Reports generation is the process of using a tool for creating reports primarily for business users. The professional software for this process is called a report generator. The report generation software is more professional and convenient in the process of generating reports than Excel, from data entry to data display.  For example, when you extract data from databases, you don’t need to write as much code as you would in an SQL database. Even non-technical users can retrieve data with a few clicks.

Besides, formulas such as YoY or MoM are built into the software, so you don’t need to enter formulas manually as you do in Excel.

As mentioned above, the report generator is more user-friendly in every step of report generation. Let’s take a more in-depth look at the report generator’s features. Here, I use FineReport as an example, through which we have improved our work efficiency by 100%.

Feature 1: Support extracting data from multiple data sources

Users can extract data from various data sources and combine them via report generators.

Feature 2: Works with real-time work

After setting up the templates and frequency of the daily, monthly, quarterly, and annual reports, the reports can be generated automatically and sent to the set email address.

Feature 3: Support reusing templates

After completing a report template, other users can reuse it to generate reports. Dozens of stunning built-in templates cover various scenarios and industries.

Feature 4: Support reports exporting and printing

Users can export or print reports to Excel, PDF, CSV, or images.

Feature 5: Support view reports on the web or mobile applications

The modern report generator enables users to check the reports on their mobile anytime and anywhere.

4. Report Generation Process with the Report Generator

So, how do report generators simplify the report generation process？

When you use the report generators, you can choose two types of report generation processes. One is the full- automatic generation , and the other is the semi-automatic generation .

Take the most frequently used financial statistics as an example, including MoM, YoY Ranking. When you use report generators such as  FineReport , templates of financial statics have been built inside, from indicators to formulas, from titles to formats. With the full-automatic generation, you only need to connect to your database and drag it to the corresponding cell.  

Compared with full-automatic report generation, semi-automatic report generation is more common and can better meet users’ personalized needs.

Generally speaking, a complete report design process can be divided into the following three steps:

• Connect to databases: includes opening report designer > configuring data sources > creating new reports > and configuring private data sources.
• Design the reports : includes creating new reports> defining data sources> binding data columns> summarizing> and formatting reports.
• Publish and browse reports: includes previewing reports, saving reports, and publishing reports.

5. Popular Report Generators (Report Generation Software)

From the perspective of programming language, there are two types of report generators: Java-based and non-Jave-based.

With the increasing use of the B/S structure, there is a growing demand for 100% Java reporting tools . From the perspective of the interface, there are Excel-like generators and canvas-like generators. Some software combines these two interface modes.

The following are the three most used report generators in the enterprise.

FineReport  is Java-based reporting software with an Excel-like interface that supports Windows, Mac, and Linux. It serves as  enterprise reporting software .

FineReport provides three  reporting types : general reports, aggregation reports, and dashboards. The aggregation reports can deal with complex and irregular reports quickly because each aggregation block is independent. And the charts provided by FineReport are stunning.

Besides, the data entry function as well as makes FineReport distinct. It makes it easy for end-users to input massive data via forms.

Crystal Reports  is a popular Windows-based report-writing software that allows a developer to create reports. The application will enable you to connect to various data sources to obtain data, such as SQL Server or Oracle, as an example. 

To compare the differences and similarities of Crystal Reports with FineReport, you can read this article( Crystal Reports: Alternatives and Comparison with FineReport ) for more information.

Once you have connectivity to your data source, you design your reports by adding the fields from the database displayed from your data source and adding them to the report. 

Its three-pass system allows it to manage a hierarchy of calculations more efficiently, processing raw calculations (this field plus that field) first and aggregates later.

However, incorporating reports to web pages sometimes crashes, and it does not offer any free trial plan.

SSRS is a part of a suite of SQL server services. It offers a ‘ Report Builder  ‘tool for less technical users to format SQL reports of lesser complexity. In general, its reporting perspective is data reporting with simple charting. The canvas-based interface is very user-friendly for developers. You can develop small to large-scale reports by adding reporting objects (tables, charts, text, images) to a blank canvas.

It comes out on top in advanced exporting and printing features such as footers, headers, watermarks, and page numbers.

However, the interactivity and data exploration may be limited since it lacks a modern interactive visualization chart . Besides, SSRS costs $1,859 per core for the Standard or $7,128 per core for the Enterprise edition. 

You can also use some professional generators specific to different formats, such as   an HTML report generator   for HTML reports and  an Excel report generator  for creating reports from Excel.

Note: The templates below are built-in FineReport. You can download FineReport to try more free templates.

Drill-down Report

The drill-down reporting generation can be easily realized with reporting generation software. The reports generated can be embedded with the ERP system.

Aggregation Report

Combo Tree Report

Query report.

Report generation refers to the process of extracting the data that you need from the database and then organizing and exporting them into reports. It provides decision-makers with informative insights and supportive references. 

In business, a professional report generator can be a powerful helper in every step of reporting. It’s better to do deep research on each feature of report generation software to choose the most suitable for your company. FineReport offers a free version for personal use, without function limits. If you are interested, why not download it for a trial?

For enterprise users, contact us to receive an exclusive  quote  on our premium enterprise edition, designed to propel your business with cutting-edge solutions tailored to your specific needs in dynamic reporting.

It’s free to make an appointment for a live demo with product experts from FineReport and work together to discover your needs and see how FineReport can help you and your organization transform data into value.

Explore Other Resources

Navigation Menu

Search code, repositories, users, issues, pull requests..., provide feedback.

We read every piece of feedback, and take your input very seriously.

Saved searches

Use saved searches to filter your results more quickly.

To see all available qualifiers, see our documentation .

• Notifications You must be signed in to change notification settings

Free Open Source Reporting tool for .NET6/.NET Core/.NET Framework that helps your application generate document-like reports

FastReports/FastReport

Folders and files.

Repository files navigation

What is FastReport?

FastReport provides free open source report generator for .NET 6/.NET Core/.NET Framework. You can use the FastReport Open Source in MVC, Web API, console applications.

FastReport is written in C# and it is compatible with .NET Standard 2.0 and higher. Extendable FastReport architecture allows creating your own objects, export filters, wizards and DB engines.

Report Objects

FastReport is a band-oriented report generator. There are 13 types of bands available: Report Title, Report Summary, Page Header, Page Footer, Column Header, Column Footer, Data Header, Data, Data Footer, Group Header, Group Footer, Child and Overlay. In addition, sub-reports are fully supported.

A wide range of band types allows creating any kind of report: list, master-detail, group, multi-column, master-detail-detail and many more.

Wide range of available report objects : text, picture, line, shape, barcode, matrix, table, checkbox.

Reports can consist of several design pages, which allows reports to contain a cover, the data and a back cover, all in one file.

The Table object allows building a tabular report with variable number of rows and/or columns, just like in MS Excel. Aggregate functions are also available.

Powerful, fully configurable Matrix object that can be used to print pivot tables.

Report inheritance. For creating many reports with common elements such as titles, logos or footers you can place all the common elements in a base report and inherit all other reports from this base.

Data Sources

You can get data from XML, CSV, Json, MS SQL, MySql, Oracle, Postgres, MongoDB, Couchbase, RavenDB, SQLite.

FastReport has ability to get data from business objects of IEnumerable type.

Report can contain data sources (tables, queries, DB connections).

Thus you can not only use application-defined datasets but also connect to any database and use tables and queries directly within the report.

Internal Scripting

FastReport has a built-in script engine that supports two .NET languages, C# and VB.NET. You can use all of the .NET power in your reports to perform complex data handling and much more.

Working with report templates

You can make a report template in several ways:

Creating report from code.

Developing report template as XML file.

Using the FastReport Online Designer .

Using the FastReport Designer Community Edition (freeware). It can be downloaded from FastReport releases page .

FastReport Open Source can save documents in HTML, BMP, PNG, JPEG, GIF, TIFF, EMF.

PDF export is available as a plugin . You can see an example of its use here . If this export is not enough for you and you need a full-featured PDF export with encryption, digital signing and fonts embedding - take a look at FastReport .NET Core .

Report Designer Community Edition

To edit reports, we made a special report designer build - FastReport Designer Community Edition . The program is intended for use in the Windows operating system and contains all the limitations of the Open Source version. We do not supply the source code of the editor because it is part of the commercial product FastReport .NET . Publishing this program is our good will and our wish. The MIT license does not cover its source code.

Installation

FastReport can be compiled from sources or installed from NuGet packages .

Compilation

• Install .NET 5 SDK for your OS from https://www.microsoft.com/net/download
• Follow the commands

The package is located at fr_packages directory.

You can add FastReport to your current project via NuGet package manager:

The Extras folder contains additional modules that extend FastReport functionality:

• Core/FastReport.Data - connectors to various databases;
• OpenSource/FastReport.OpenSource.Export.PdfSimple - simple export in PDF format;
• ReportBuilder - a simple report builder from code without using templates.

In the Demos folder you can see examples of using FastReport.

Bug Reports

See the Issues section of website. When describing the issue, please attach screenshots or examples to help reproduce the problem.

Contributors

This project exists because of all the people who have contributed and continue to work on the project:

@ATZ-FR , @Detrav , @fediachov , @8VAid8 , @KirillKornienko , @mandrookin , @ekondur , @Gromozekaster , @daviddesmet , @mjftechnology , @jonny-xhl , @radiodeer , @Des1re7 , @araujofrancisco , @conqu1stador , @pietro29 .

Contributing

Please read CONTRIBUTING.md for details on our code of conduct, and the process for submitting pull requests to us.

Documentation

You can read the FastReport Open Source Documentation on the github site or you can read the documentation for the commercial product , amending the functionality limitations .

Licensed under the MIT license. See LICENSE.md for details. The MIT license does not cover the FastReport Designer Community Edition.

• FastReport Open Source Blog with Articles and How-Tos
• The Feature Comparison Table for FastReport Open Source, FastReport Core, FastReport .NET
• FastReport Core Online Demo
• FastReport Online Designer
• Fast Reports Home Page

Code of conduct

Security policy, releases 31, used by 533.

Contributors 16

• Documentation
• API reference

The most efficient report generator

Turn your json into pdf, docx, xlsx, pptx, ods and many more, you're 30 seconds away from generating a report, stop writing code for each report, use your existing apis here is how you inject json data into this document template , and convert it to a pdf:, let your clients customize their reports, carbone is so easy to use that your clients can build their own reports using libreoffice, microsoft word, or google docs. a killer feature for software editors who want to reduce development costs while providing personalized documents, invoices or restaurant menu plans in their app., find the solution which matches with your cloud policy.

Open core for hackers

Ready-to-use & High Availability

100% private hosting

Private cloud

Within your preferred provider

Plug, scale & sleep normally

Guaranteed backward compatibility ~ 20ms to render a report ~ 120ms to convert it, keep your data safe, made in france, hosted by european companies we do not keep or sell your data gdpr-compliant, trusted by 300+ paid customers in 40+ countries, 121 434 163 documents since 2021 and 400 planted trees 🌳.

Get live assistance from real people!

We help you to draw beautiful and maintainable reports. and we solve most issues in minutes , not days..

Very fast and absolutely perfect.

Amazing people!!

Really helpful

Support was really helpful, I got a response in a few moments, and the engineer was able to direct me to a KB article that explained exactly how to do what I needed. Couldn't have been better.

Great and fast support

Great and fast support, thanks

Support was fast

Support was fast, friendly and on point. As always :)!

Quick and professional

Steeve was very quick and professional.

Great response

Great response!!

Fast solution

Great support and so fast solution! Thanks

Méga support

Méga support!

Excellent solutions

The team responds in a timely manner by proposing excellent solutions

Friendly support

Thanks for the quick and friendly support!

Focus on customer value

You guys are great! Focus is on customer value, ie great report, simpe to work with. Excellent!

Support with real humans

having personal support on here is a really nice touch

Support is extraordinary

Your customer support is extraordinary. You know exactly what to do. Solving technical issues via chat is actually sth I have not seen somewhere else. Really appreciate your time and effort.

Vous êtes formidables, votre SaaS est génial

Love Carbone

I love Carbone a lot. Really, thank you for putting the effort into it <3

Great solution.

Encore bravo pour la solution, ça va nous faire gagner un temps de malade

you did a great job creating carbone.

Hands down, Carbone is the BEST

Super powerful

I do really like the carbon template system. The base64 image/url image getting rendered seamlessly without having to instruct the system which one it is is super powerful! I am really amazed at how straight forward it is to build the templates.

Love your product

I love your product

Really like your product

I really like your product

Really admirable

I am really satisfied with the product, but even more with the attention they provide to their customers, it is really admirable. In the years that I have been developing, I have never come across a team like this. For me, the work they do and what they have done is really admirable and they should be very proud...

Really love Carbone

I really love Carbone

Ninox connection

I like Carbone more and more in connection with Ninox

Simplicité d'installation et d'utilisation

Bravo pour ce super produit ! J'adore la simplicité d'installation et d'utilisation. Nous finalisons plusieurs usages de Ninox/Carbone dans notre service, chaque personne qui utilise est conquit ! C'est vraiement un combo parfait !

Amazing product

Actually in Chrome I have a live editor! So every time I save my word file the template is updated. This is an amazing product.

Wonderful support and app

Wonderful Customer Support!!! Wonderful app as well! You should all be proud

Great software

We have just created a template that was SUUUUUUPER hard to get working on our own DOCX renderer but on your renderer wow... I am not sure what kinds of magic you do but wow... We are very impressed, THANK YOU! What great software!

So much easier

I got some advice to try out html2pdf as an alternative to Carbone under Retool. Spend a day and a half on it and went straight back to you. It can't handle large documents and that was the last straw. Also using Word to make the template is so much easier than HTML and you can do more than just PDFs

Really powerful

I really love carbone concept. Really powerful.

Speed and simplicity of use

We use Carbone since several years. Carbone is used to send +40 types of email with Salesforce. Strengths : speed, simplicity of use

Integrations

MATLAB Report Generator

Design and automatically generate reports from matlab applications.

Have questions? Contact Sales .

MATLAB Report Generator provides functions and APIs that integrate reporting capabilities into MATLAB applications. You can develop programs that generate reports in PDF, Microsoft ® Word, Microsoft PowerPoint ® , and HTML. MATLAB Report Generator enables you to dynamically capture results and figures from your MATLAB code and document those results in a single report that can be shared with others in your organization. You can use the prebuilt, customizable Word and HTML templates or design reports based on your organization’s templates and standards.

Automate Report Generation from MATLAB Applications

Share the results of your MATLAB applications by building report programs that produce highly customized reports. Write MATLAB code that uses the Report API and Document Object Model (DOM) API to format and add the results from your application to a report document.

Documentation | Examples

Automate Generation of PowerPoint Presentations

Create and update PowerPoint presentations programmatically by using the MATLAB API for PowerPoint (PPT API). Replace content and add content to existing PowerPoint presentations or generate completely new PowerPoint presentations.

Templates for Automated Reporting

Use templates to specify regions of fixed text and leave blank regions (or holes) for dynamic content. Use a forms-based approach to fill in the blanks with content generated from MATLAB using Report and DOM APIs.

Documentation

Product Resources:

“With MATLAB and MATLAB Report Generator, we have combined object-oriented development, automated data processing, sophisticated risk models, and highly customized production reports in a single, highly efficient solution.” Max Hilton, Clarus Risk

Get a Free Trial

30 days of exploration at your fingertips.

Ready to Buy?

Get pricing information and explore related products.

Are You a Student?

Your school may already provide access to MATLAB, Simulink, and add-on products through a campus-wide license.

What's Next?

Report generation with matlab and simulink.

Introduction to MATLAB Report Generator (26:37)

MATLAB for Central Banks, Financial Regulators, and International Financial Institutions

Select a Web Site

Choose a web site to get translated content where available and see local events and offers. Based on your location, we recommend that you select: .

You can also select a web site from the following list

How to Get Best Site Performance

Select the China site (in Chinese or English) for best site performance. Other MathWorks country sites are not optimized for visits from your location.

• América Latina (Español)
• Canada (English)
• United States (English)
• Belgium (English)
• Denmark (English)
• Deutschland (Deutsch)
• España (Español)
• Finland (English)
• France (Français)
• Ireland (English)
• Italia (Italiano)
• Luxembourg (English)
• Netherlands (English)
• Norway (English)
• Österreich (Deutsch)
• Portugal (English)
• Sweden (English)
• United Kingdom (English)

Asia Pacific

• Australia (English)
• India (English)
• New Zealand (English)
• 简体中文 Chinese
• 日本 Japanese (日本語)
• 한국 Korean (한국어)

Contact your local office

🤖 AI Project Report Generator

Ditch manual work for ultimate efficiency! Try our Project Report Generator now and transform how you handle reports for unparalleled clarity, time savings, and higher productivity. Say hello to seamless operations!

In an era oversaturated with data, efficient project management stands as a shining beacon of success. The key to this success lies not only in meticulous planning, and diligent implementation but also in systematic documentation – hence, the birth of the term ‘Project Report.’ This report is more than just a tool; it is a testament to the project’s story, detailing each chapter and verse of its evolution.

Every stakeholder, from the project managers to the end customers, appreciates the value of an insightful Project Report. It is an engineered blueprint that strategically aligns business goals, maps project trajectories, and captures key learnings. Think of this document as the ultimate guide to navigating complex projects, serving as both a trail back to the roots of the project and a star chart guiding future endeavors. Embrace the power of Project Reports and experience the difference in your project outcomes.

What is a Project Report?

A project report is a comprehensive document that provides an overview of a specified project. The report delivers an account of the status, progress, achievements, and any other pertinent details. It serves to communicate the various occurrences throughout the project life cycle and acts as a tracking tool for measuring project performance. The report is also a critical basis for decision-making, as it presents factual and comprehensive information about the project’s condition at a point in time.

The purpose of a project report is not merely to meet formalities or compliance. It serves a more profound purpose in the project management ecosystem. Project reports allow for open communication, foster accountability among team members, and provide data for evaluation and improvement strategies. Accurate project documentation also promotes transparency, providing stakeholders and team members with an unobscured view of the project’s direction, challenges, achievements, and expected results. Hence, the value of a well-prepared project report is immense in managing efficient, timely, and successful projects.

Why Use a Project Report Generator?

In the era of digital innovation, it’s important to choose tools that bring not only efficiency but also ensure precision in your operations. One of these pivotal tools is a project report generator. But what makes it a vital asset for any business, firm, or even an individual? Let’s delve into it.

Users should consider using a project report generator due to the following key reasons:

• Centralized data management : A project report generator offers an organized platform where all data related to specific projects can be stored efficiently. This leads to a centralized database, ensuring reliability and smooth access to information. You won’t have to rummage through numerous documents — everything will be under one roof, just a click away.
• Time and effort saver : The efficiency of a project report generator cannot be overstated. It significantly reduces manual labor and time spent in creating, formatting, and finalizing reports. With automated report generation, you can devote your time to more important tasks like strategizing for project development.
• Reduced errors : Accuracy is key in any project report to avoid costly mistakes and inaccuracies. A project report generator automates the process, minimizing human errors. With this tool, you are assured that your data will be processed accurately, offering you reliable reports.
• Customizable templates : Do you want your report to adhere to specific templates? A project report generator can help you with this. It comes with a variety of customizable templates that you can tailor according to the needs of your project or the organization’s requirements, giving your reports a consistent and professional look.
• Streamlined communication : A project report generator provides clear, concise, and standardized reports, which foster better understanding and communication among team members, stakeholders, and clients. It becomes easier to discuss project progress, problems, and solutions when everyone understands the report.
• Ease of access : Most of these generators are online-based here in the digital age. This makes them easily accessible from any part of the world. Whether you’re working from the office, home, or are on the go during a business trip, you can always access your project reports.

As information becomes one of the critical assets in any field, a project report generator helps businesses leverage this crucial resource. With this tool, the process of report generation is not only optimized but also automated, reducing the reliance on manual labor. Thus, it liberates workers to focus on their core responsibilities such as critical thinking and strategic planning. The results? Improved operations, enhanced productivity, and profitability. In a fast-paced work environment that is constantly changing due to technological advancements, a tool like a project report generator is not a luxury, but a necessity. Thus, the sooner organizations adopt it, the faster they can reap its invaluable benefits.

How To Use This AI Generator:

• Click “Use Generator” to create a project instantly in your workspace.
• Click “Save Generator” to create a reusable template for you and your team.
• Customize your project , make it your own, and get work done!

​​AI Report Generator Built for Engagement

Design annual reports on auto-pilot. No coding or design skills needed. Trasform your PDFs into interactive stories readers eat up and run to share with colleagues.

Used daily by professional teams at leading companies

Beautiful designed report templates  ready to customize

Grab one of our professionally designed report tempaltes and let our AI report generator✨  do the heavy lifting for you:

Reports worth reading

Stop wasting time and money on report design. Make beautiful hyper-engaging reports in hours not weeks.

Make content investors and donors love coming back to. Keep them engaged with modern interactive reports.

Create immersive impact reports that go viral while cutting down 80% of your current content production time.

Easily make beautiful internal reports that inform, engage, and motivate your team with interactive storytelling.

Make beautifully designed reports and white papers that grab and hold engagement with interactive visual storytelling.

Don’t “report”. Tell stories worth sharing.

Generate a report cover that grabs attention and full report design people can't put down

Why pay big bucks for reports nobody likes?

Stop paying designers and agencies for PDFs that nobody reads. Make interactive visual stories with double the engagement.

Make reports 5x faster at a fraction of the cost

Avoid the back-and-forth with designers or developers. With Storydoc you simply add content and design follows automatically.

How’s your report looking on mobile?

47% of reports are opened on mobile . Your Storydoc reports won’t fail to impress on mobile or any other device.

Are they loving or hating
your reports?

Get out-of-the-box analytics on how readers, donors, journalists, and decision-makers engage with your reports.

Collaborate safely with editing permissions

Avoid unfortunate edits with smart access control. Allow different team members to review or edit only what they need

Deliver reports that make an impact

Higher reader engagement

More reports read in full

Longer reading time

Faster report creation

Want to see for yourself?

Their reports are getting attention. yours can too..

"With Storydoc, we were able to  simplify the complex content  of our annual report using graphs, numbers, and detailed insights in an  interactive and efficient way ."

“With our most recent Storydocs, we're like, ‘Oh my goodness, It brought it to life like we do when we present it , but without the person even being there!’”

”With Storydoc, we get amazing reports that we can customize to meet our exact needs.  We’ve been getting immensely positive feedback , people like the format even more than the content!"

A report design solution you can trust

How our ai report designer works, generate your report with ai.

Simply type in what you need and let Storydoc do the magic for you!

Edit and bring it to perfection

Let our magic assistant help you through the process
with automatic slide copy and design.

Turbo-charge with integrations

Easily connect your CRM, calendar, and other tools
to move from static PDFs to actionable reports.

Send. Track. Influence. Track reader engagement in real-time Generate your report with AI

Send. track. influence..

Track reader engagement in real-time

Can you afford to keep on making reports the old way?

Magically transform the way your content is received with Storydoc

Everything that you should know about Storydoc

What is the Storydoc report maker?

This AI report generator lets you intuitively create beautiful online interactive stories your audience will live for. No coding or design skills needed.

The Storydoc report designer offers a diverse array of interactive slides for various reports such as annual reports, impact reports, and sustainability reports.

These are easily customizable to align with your vision and requirements. Storydoc frees you from the outdated method of static PPT slides, offering instead a scroll-based, web-friendly, mobile-optimized experience, complete with performance analytics.

Is Storydoc AI report generator safe?

Yes, the Storydoc AI report creation tool is secure and reliable . Your personal information is safeguarded and encrypted. We prioritize your data security, adhering to stringent security protocols and best practices.

Our reliability is evidenced by organizations like Meta, Pepsi, and Xerox, who trust and use Storydoc regularly.

For more information see  Our Story page ,  Terms and Conditions , and  Privacy Policy .

Why Storydoc is more than just another AI report creator

Storydoc transcends the typical AI-driven report creation. While instant AI reports are convenient to use, the results remain mundane. Storydoc stands out by offering report experiences that truly engage stakeholders, featuring scrollytelling, multimedia, and in-document navigation.

Check out these examples .

What’s so great about AI-generated reports?

AI-generated reports significantly reduce the time and effort required in creating comprehensive documents for your organization.

However, if you're relying on an AI PPT report maker, you're missing out.

Traditional PowerPoints, even AI-made ones, fail to captivate.

But Storydoc changes the game. Our AI doesn't just create reports; it crafts stories that resonate with partners and stakeholders.

Is Storydoc a free report designer?

The Storydoc AI report generator speeds up your content creation and elevates your report content experience from generic to remarkable.

Try our 14-day free trial and discover its impact. We're confident, based on extensive user feedback, that your stakeholders will appreciate the difference.

Every interactive report you create during the trial is yours to keep, free of charge!

For learning about our paid plans see our Pricing .

What's the best way to get started?

Begin by visiting our templates page . Select a template, provide some details, and watch as Storydoc generates a report from scratch, incorporating your branding, content structure, and visuals.

Within the report maker app, you can switch templates, tweak designs with a drag-and-drop interface, access ready-made slides for various scenarios, and utilize our AI assistant for text and image generation.

How do I send or share Storydoc reports?

Storydocs function like web pages; each report you create has a unique link for easy sharing and tracking.

Once your Storydoc report is ready, simply publish it. It becomes instantly accessible for viewing in any browser.

To share, click the Share button and use the link provided. Viewers will experience an interactive webpage, far more engaging than a static PowerPoint or PDF.

You can also embed Storydoc reports as a seamless part of your website using an iframe.

Can I print Storydoc reports?

Yes, printing is currently available for Pro and Enterprise customers. However, this feature will soon be accessible to all Storydoc users.

But remember, a printed Storydoc loses its interactive elements, which are key to its engagement and appeal.

What integrations does Storydoc offer?

Storydoc provides essential content integrations like Calendly, Loom, YouTube, Typeform, and more.

But we don't stop there. With Storydoc, embed lead-capturing forms, live chat, advanced dashboards, in-page payments, and e-signatures. 

Learn more on our Integrations page .

Are Storydocs mobile-friendly?

Of course! Storydoc is optimized for flawless mobile performance . No matter the divide or OS your presentation is opened on, the design will be perfect.

Is my data safe with Storydoc?

Yes, the Storydoc app is safe and secure thanks to an encrypted connection . We process your data in accordance with very strict policies.

For more information, see Terms and Conditions , and Privacy Policy .

Check out similar Storydoc tools

Make reports people wait for

Stop spending money on ineffective legacy reports. Your new amazing report is one click away!

• TRY NOW - It’s Free!
• Sign Up for Free

JOTFORM REPORT BUILDER

Transform data into professional reports.

Maximize your data’s potential with Jotform Report Builder. Analyze submissions, share findings, and lead your company to success.

Make the most of your data with professional, polished reports. Automatically generate reports using your online form data and analyze the results with Jotform Report Builder. Present your reports or share them in seconds — for free!

Automatically generate professional reports

Use your forms to gather feedback, survey responses, poll answers, and important customer data — then turn the data into professional reports and presentations that automatically update with each new submission.

Collect, visualize, and present form data in three easy steps

Create, customize, and publish an online form or survey with our Form Builder.

Transform form responses into custom reports or presentations.

Share reports via link, embed them in your website, or download them as secure PDFs.

Embed Your Data Anywhere

Embed reports on your website or on content platforms like Medium posts or WordPress — no coding required.

Embedded reports will update automatically with each new submission you receive.

Customize reports to show off your brand

Build a report that complements your business’s voice and matches your brand.

Personalize the layout in just a few clicks with Jotform Report Builder.

Reflect your brand by adding your logo and customizing color palettes.

Create powerful visuals with unique chart options, icons, and shapes.

Easily analyze your data for powerful insights

Organize your form submissions with data and time filters to reveal new insights about your business or users. Analyze the results to grow and scale your business.

Share your presentations with the world

Turn your reports into presentations and share them with others on your team.

Share with coworkers or clients

Send email invitations or your report’s unique link to your audience to grant access to your live reports.

Generate PDF Reports

Convert your reports into PDFs in just one click. Download onto any device or print out for in-person meetings.

Manage privacy settings

Restrict access to your reports to keep confidential information secure.

The ability to create and share custom reports that update as more information is collected is a game changer.

Nick Lippincott

Program Coordinator at Orange County Animal Services

It saves hours of work with visuals that are always available. No more exports, pivot tables, graphics, and macros that take hours to configure.

Nuno Seleiro

Marketing Manager at Asserbiz

Create professional reports with your form data

Report Generator Tool for Marketers & Agencies

View reports that include all your data in seconds with an automated report generator that's as easy-to-use as it is visually pleasing.

Get 10 dashboards for 15 days

Report generation made easy

Generating reports   does not have to be complicated. No need to play in the   source code   or use   HTML   reports. You can simply plug and play with a good automated   report generator.

What is a report generator?

Report generators  are used to retrieve and update data from multiple different sources into one easy-to-understand interface. It can be done in  real-time , monthly, or even daily. Some people will use tools such as  Microsoft  Excel or  visual studio  and have their data in formats such as  HTML , PDF,  CSV  (Comma Separated Values), and  XML . These different methods can mean that the  data entry  is manual, and usually quite complex. An automated  report generator like DashThis will do the heavy lifting for you and present you with an online report, available to view on multiple web browsers  and  various formats .

Why use a report generator?

Formatting   a report can take hours of work, with an automatically   generated report   it only takes a few minutes and then you can forget about it. 

What are the benefits of using a report generator?

By using a   report generator   with a drag and   drop interface, you get easy-to-understand reports in half the time it would usually take with manual reporting. You can send them in   various formats, and even add comments and a   report definition.

Generate your  custom report  today!

What are the key features of a report generator tool?

Here are the key features that should be included in you   report generator. 

You shouldn't have to copy-paste anything manually, the   data sources   should be plugged in the tool and updated automatically every single day. 

When creating a report, you should be able to plug everything, not just one source per report, because how would you be able to compare and analyze your results with one another?

Easy export

You should be able to have different   output formats, from PDF, to URL, and why not an automated email dispatch?

Try these features and much more with our automated report generator.

What data sources should a report generator software include?

A complete  report generator  should include data from every channel you use for your marketing strategies. Combining and comparing your  data sources  will enable you to better understand how your channels play off each other and help you reach your business goals. You can also use  CSV  files and Google Sheets to add any proprietary data to your report.

Google Analytics Includes GA4

Facebook Insights

Google Ads (Adwords)

Facebook Ads

Facebook Business Manager

Instagram Ads

LinkedIn Pages

LinkedIn Ads

Google Search Console

Google My Business

Bing Ads (Microsoft Advertising)

Campaign Manager (Doubleclick)

Search Ads 360 (Doubleclick)

Campaign Monitor

Perfect Audience

Custom Data

Google Sheets

keyword.com

Twitter 2 STEPS

Report template to get started

Create your own marketing KPI dashboard with all your web analytics key metrics in one place. DashThis' digital marketing dashboard sample gets your marketing team off to a running start, thanks to its preset KPIs, multiple available   data sources, and easy-to-use features.

How to generate reports automatically

Connect your various   data sources   into DashThis, choose from among our several   report templates, and quickly see all the data visualizations you need! It's as easy as 1-2-3.

Create your DashThis account

No credit card  needed - you get a free 15 day trial. All you need is an email address and a password.

Connect your digital marketing tools

Get DashThis linked in with your   social networks, web   page performance, SEO, or your favourite digital marketing tools!

Create your custom report

Whether you choose from among our preselected   report templates, or create your own from scratch. It's all a matter of dragging-and-dropping the KPIs you want!

Generate your own report today!

How to make a good looking report

Easy, simply use white label options such as our custom themes, colors and custom URL

Custom domain

Replace the default DashThis URL by one that’s branded to your company, like reports.yourcompany.com.

Custom theme

Fully customize your dashboard design with your brand, your client’s brand, or even your favourite colour schemes!

100% white label

Get rid of the DashThis branding altogether, add your own logo and even use your own custom email address to send reports. 

Types of report templates for digital marketers

DashThis has marketing performance dashboards & templates for every marketing specialty, depending on the type of data you want to track and for whom.

Social media dashboard

Get all your social media marketing data into one spot with our social media dashboard. From Facebook to Twitter to Instagram and more, you can track it all.

Ecommerce dashboard

Tracking ecommerce   KPIs   like transactions, revenue, product sales, and conversion rate by channel made easy - try out our ecommerce dashboard

Digital marketing dashboard

Collate data from multiple data sources and track all your online marketing efforts in a single dashboard with our digital marketing dashboard.

Get tips and tricks

Sign up to our newsletter to get regular updates and info and visit our blog to level up your digital marketing game!

Join the Club… We Saved You a Seat!

DashThis is the power behind thousands of monthly online marketing reports. Still wondering if we’re really THAT cool? These folks seem to think so!

Easy, convenient, and fast to set up. Laurent Roumieu PPC Analyst / Paid Search / Performance Media 360i Canada

The biggest benefit is the time saved in terms of data collection. It's also great that the design is very pretty out of the box. Jonas Meister Digital Marketing Strategist GnuWorld

We've played around with countless reporting tools over the years but none of them come anywhere close to Dashthis. The level of integration and customization of reports, as well as their outstanding client support are unrivalled! Hadrien Brassens Director Reef Digital Agency

DashThis allows me to quickly and easily get my clients key multi-channel performance metrics in one easy to digest report! Dave Ashworth Technical SEO Consultant Organic Digital

Game changer for client communications and expectations. Also help in the sales process! Darian Kovacs Digital Marketing & PR Specialist Jelly Digital Marketing & PR

We have so much less manual work to do; we save many hours a month that can instead be used for our customers! Mariève Masse SEO Specialist & Project Manager O2 Web

Saves a lot of time as I can pull data from various channels all within one platform! Natalie Martin Digital Marketing Manager Travel Tripper

Customer service has been great, quick responses. The dashboard is awesome, looks good, and has everything we need to client reporting. Kudos! Nekta Born Digital Media Trader iProspect

I like your system, but love the support. It feels that your team is very willing to work with us to accomplish what we need. Mark Strong Vice President of Digital Marketing Clear Marketing Creative Agency

Simple, easy, flexible, and versatile tool with a great UI. Juho Santala Digital Planner Redland

Phenomenal customer service. Niek Van Santen Managing Director Bouncing Orange

This tool has helped us close new accounts and improve customer satisfaction. Jeff Schroeffel President / Lead Consultant Pittsburgh Internet Consulting

DashThis provides us with the metrics we need as well as an easy way to automate our client reporting. Also, their customer support is great. Tarek Reda Head of Digital Marketing bfound

We use so many different reporting platforms - this consolidates what we give our clients. Leigh Ann Moltz Digital Marketing Manager Eighty Three Creative

DashThis is a phenomenal tool for communicating with clients and staff. With 10 minutes of set up, I can create a custom report for a client that speaks to their digital marketing goals. Michelle Henderson Founder Bad Cat Digital

We used to spend 30-40 hrs on monthly reporting. We’re now down to 10-20 hours max while providing even more detailed information. Brad Blackburn Director of Search Engine Marketing GravityFree

Get Started Today!

Made in Canada

DashThis is a brand owned by Moment Zero inc

Copyright © 2011-2024

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager

Free Online Report Maker

Design a professional report in minutes for your business, marketing campaigns, and for new clients with Venngage's Report Maker. No design experience required!

Create reports that communicate your brand story with Venngage's online report maker. 40,000+ businesses already use Venngage's free report templates!

Design from one of our report templates

Choose from hundreds of report templates. see all report templates, features of venngage's free report maker.

Easily create a report online that keeps your audience engaged. Venngage's drag-and-drop editor can be used by anyone, even without design skills, to design a stunning report that is also actionable.

Start with our engaging business report templates that look attractive and make your information stand out. Whether you're creating an annual report, sales report, survey results report, our professional templates make your job easier.

Creating reports with Venngage's online report maker saves you time and energy while delivering a great product. Add data visualizations, images, icons, and text with the click of a button.

When your report is ready, use the Venngage report maker to share it with team members or stakeholders. Print your report, share online or download it as PNG, PDF, or PowerPoint Presentation.

How to design a highly engaging report in 5 quick steps:

How to create reports with Venngage's online report maker:

Report Templates

Browse Venngage's library of report templates to find a business report that will showcase your company. Our professional templates have been designed by experts to save you time.

Drag-and-Drop Editor

Create your own report in minutes in the simple Venngage editor. Drag and drop design elements, change the text, font size, and chart data in just a few clicks.

Share Your Report

Share your report online with a private link. Or use the download options available with Venngage's report maker to download your report as a high-definition PDF, PNG, or presentation.

Icons and Photos

Enhance your business report with visuals. Use Venngage's library of over 40,000 icons or 4 million free stock photos to make your report more visually engaging.

Brand Identity

Brand your report design with Venngage's My Brand Kit tool. You don't have to copy-paste hex codes. Just input your website, and our editor does the rest.

Data Visualization

Data visualization is more powerful than words. With Venngage's free report maker, you can add data from a Google Sheet or CSV and the chart automatically populates the data.

Make effective reports by starting with report templates

Bring your reports to life with modern charts.

Enhance Your Report With Icons and Images

Make beautiful reports with venngage's library of visuals.

Report Maker FAQs

How do i sign up for venngage.

You can sign up for a free Venngage account with your email, Facebook or Gmail account.

Can I edit my report after it's saved?

Yes! You can go back and edit your report at any time. Open the draft in your My Designs library and continue editing your report. Your changes are saved automatically.

Can I share or print out my report?

Yes, you can, Using a free account, you can share your report online or on social media directly from Venngage. To download your report as PNG or PDF, upgrade to our Premium or Business plan.

Try Venngage's free report maker today to find more report templates in our library

Get started with our customizable reports

Annual reports, marketing reports, monthly reports, human resources reports, case studies, survey results, consulting reports, quarterly reports.

SQL Report Builder – Build advanced Reports with a few clicks without any SQL skills

• Explore, monitor and report your data with ease
• Easily share your insights among your company taking advantage of automated reporting services and interactive dashboards
• Connect datapine to your database(s) in less than 5 minutes and start generating insights right away

DATAPINE – THE POWERFUL SQL REPORT BUILDER

Generate comprehensive business reports with our sql report builder.

An SQL report builder is a software solution that enables technical and non-technical users to create and generate various interactive reports from a set of relational databases. Armed with interactive visualizations, businesses can extract actionable insights to optimize their internal processes and ensure constant growth through efficient data management.

Even though we live in a data-driven era, many companies still have limited access to reports that would enable them to make better business decisions. To help with this issue, tools like a professional online report builder were created. SQL is no longer only meant for advanced technical users. From compiling data to displaying it in an accessible and understandable format to keeping everybody up to date, businesses can access their information and extract actionable insights at any given moment, in any given place (mobile, desktop, or tablet). The only requirement is an Internet connection, and your report building can start in minutes.

That’s not all. Paired with the benefits we just mentioned, a modern SQL report generator will enable you to:

Compile comprehensive reports: In a world where data is created faster than it can be consumed, businesses must be able to catalog, sort, file, and display their data instantly. A sophisticated SQL report builder allows any size and style of business to compile comprehensive reports that demystify the data they are amassing, making it simpler than ever to access key business trends and information. Without sacrificing the flexibility of powerful data analysis, these report builders are specifically designed to transform and manipulate raw data into powerful reports without the need for profound IT knowledge. Utilizing online reporting tools enhances the agility of the IT department and enables the average business user to gather up-to-the-minute information, consequently saving costs and time. Utilize an easy-to-use interface: Suitable for SMEs as well as larger corporations, a well-designed SQL report tool has a streamlined, easy-to-use interface that allows users to choose what data they want to include in the report. There is also the space to specify where the data will be collected from, and how it will be displayed. When the report is run, all the information is displayed in the desired format, whether a table, a chart, or KPI dashboard . Foster collaboration: Another key benefit of a modern SQL report builder is collaboration. Thanks to interactive online reports, your teams will be able to work together with the same tool in an easy and efficient way. Interdepartmental collaboration can not only lead to optimizing business processes but can also empower workers who don’t feel comfortable with data analysis to benefit from it. Implementing a long-term data-driven culture in your organization. Take advantage of artificial intelligence: By using a SQL report generator, most tasks are done with the help of artificial intelligence and the intuitive drag-and-drop interface. This ease of use empowers everyone in a company to perform complex analysis with impressive speed and accuracy, which can be shared with anyone who needs to look up the data. Customizing your own fields, integrating all the data sources into a single data umbrella, and exporting all your important data by taking advantage of ready-made dashboard templates , ultimately brings flexibility and business agility directly to the user. Tell your data story in an interactive way: For decades, data analysis and reports have been presented in static Excel sheets or PowerPoint presentations that made it difficult to understand and process for non-technical users. Today, thanks to modern BI reporting tools , your SQL reports can be built in the shape of interactive dashboards that can be filtered to show only the needed data. This way, you can compare current and past data to build strong storytelling anyone can benefit from. Mitigate errors and allocate resources smartly: SQL reports give businesses the necessary knowledge and tools to make smart decisions without any major errors and with the smartest resource allocation. Manual reporting is highly subject to mistakes that can cost the business a lot of money. Added to that, making decisions based solely on intuition instead of actual data insights can also lead to a waste of resources that can have a big effect on profitability. That is why extracting the maximum potential out of your data is so important today. With the help of a professional SQL server report builder, you can take charge of your data and gain a significant competitive advantage. Secure your sensitive information: In today’s data-driven world, organizations need to ensure their sensitive information is protected at all costs. Especially considering the huge impact a data breach can have from a reputational, operational, and financial level. A modern SQL report builder provides a secure environment for businesses to access, manage, and share their data. Reports can be shared through a password-protected URL and viewing rights can be assigned to ensure only the right people can access and manipulate the data.

When you fully take advantage of these features, whether you’re a beginner or an advanced SQL wizard, the choices you have within the interface are immense, including the sharing options – you only need an Internet connection, and you can start building your reports in minutes, with just a few clicks.

Become a data wizard in less than 1 hour!

What are the advantages of an online drag and drop report builder?

SQL is made simple: In these days, complex SQL queries can be created not only by advanced technical users. Thanks to modern database report builder tools with an easy-to-use drag-and-drop interface, business users can analyze data using complex formulas behind the scenes. But there’s more, and we will now take a closer look into these advantages and functionalities:

Cloud environment: An online SQL report builder brings reporting magic into a highly secured cloud, where reports can be shared via automated Emails, custom links, or customized login access. Improving the reporting process and taking a step further from traditional and complex data handling to the simple and easy-to-use online SQL report generator makes data discovery, analysis, and decision-making much simpler and quicker. Automated reports: Automating reports is an additional feature that saves time – it is no longer necessary to wait hours or even days for the IT department to generate important company data, automation technologies enable businesses to make quality decisions. Through the power of modern dashboard reporting , stunning visuals can be generated with just a few clicks, while the ease of use makes the reporting practice breath of fresh air. Efficient communication: As mentioned earlier, communication and collaboration can significantly boost a business’s analytical efforts and strategies. A modern report builder online solution offers the perfect environment for your teams to collaborate with each other. Reports can be easily shared through multiple formats such as PDF, CSV, XLS, live URLs, and more. Plus, the sharing process can be automated at a predefined moment and date for selected recipients. That way, everyone will be on the same page and working towards achieving general company goals. Data in real-time: Real-time data and its online nature make an online SQL report generator one of the best solutions for accessing historical and fresh data on the go. If you have an Internet connection, a web browser, or a mobile app, reports can be generated in seconds with the latest data available. Flexibility: The flexibility of the online world makes speedy implementation one of the top features that save your business time. SaaS made this happen – deployment became simple, analytics accessible from a single point of access, and sharing and collaboration enhanced. All of this is saved in an online environment that can be accessed from anywhere at any given point in time. Being up to date with analytics and information has become a prerequisite for creating a sustainable department and overall organization. Agility: Using our report builder in SQL, users can draw up any kind of report, from profitability and KPI reporting to an in-depth management report, in a matter of minutes. This type of accessible, easy-to-use software puts the power back in the hands of decision-makers, rather than sending lengthy requests to IT departments. The people making vital decisions that will further a business are given total access to the data they need; they can view it, sort it, and display it how they choose - and with the SQL report builder, they have complete control at their fingertips. Focus on insights: Using datapine’s SQL report generator takes all the pains of manually monitoring your data thanks to intelligent data alerts powered by artificial intelligence. The tool uses neural network technology to learn from patterns in your data and notify you if any anomalies occur or if you reached an expected target. All you need to do is set predefined goals and the software will do the rest of the work, leaving you enough time to focus on creating strategies based on the insights you extract from your analysis. No special expertise required: The use of our tool doesn’t require any special expertise. Thanks to the simple user interface, the dynamic, meaningful dashboards and the instantaneous response to data requests, users need no prior SQL knowledge and don’t need to be proficient in technical code or usage of any other MySQL reporting tools . A modern SQL report tool should be created specifically to cater to the needs of those without any SQL training. We enable you to generate complex reports in seconds with just a few clicks on the graphical drag-and-drop user interface. Drag-and-drop interface: As mentioned, drag-and-drop is a seamless feature that allows you to analyze your data in seconds. Your multi-structured databases can be manipulated with just a few clicks without the need for advanced IT knowledge. The simplicity of the interface makes the SQL report builder intuitive and saves you time versus hand-coding. Data visualization: You can create custom visualizations by manipulating and aggregating data for building metrics and KPIs. Assembling them with the help of a dashboard builder will enable you to generate customized dashboards that interested parties can explore and interact with. Plus, if you don’t have time to build a report on your own or don’t feel like designing one, you can benefit from a wide range of templates generated for different scenarios. Fast database connection: You can connect your SQL databases, such as MySQL, PostgreSQL, MS SQL, or Oracle, in just 5 minutes. Once you are connected, you are ready to build rich reports that will enable you to generate true business value. Whereas at one time, your company would have had to employ an IT specialist to report on your online data analysis , you can now have professional software do all the work for you.

If utilized correctly, these advantages can generate enormous business value and opportunities to grow. Whether you’re on a beginner’s or advanced level of building your reports, modern software can help you cut the middleman and establish your own control over your data. Besides, by taking advantage of a real time dashboard , you enable yourself and your team to grow, save time, and, ultimately, costs.

• Online Dashboard Tool
• Dashboard Maker
• SQL Reporting Software
• Visual Analytics Tools
• DData Analysis Software
• Business Analyst Tools

Advantages of our SQL report generator

Use it on the go: Thanks to secure, universal access via cloud-based servers, users can use our online SQL report builder on the go, compiling comprehensive reports and monitoring their dashboards from laptops, mobile phones, or tablet devices. Never miss a business opportunity again, whether you are on a long commute into the office or working remotely. Easy to integrate: Our SQL report builder can be up and running and accessible in less than 5 minutes. datapine is really easy to integrate into your current database systems. No SQL knowledge needed: Create your own metrics and customize your dashboards to get the very best out of your data. Don’t worry about advanced formulas and calculations – with our intuitive software, you can create customized metrics without SQL knowledge. Rapid reporting: A high-speed data warehouse reduces querying time to a minimum. No more long waits for a response from the IT department; rapid reporting tools like datapine, and in-memory technology facilitate quick response and speedy delivery of every data needed. Adjustable to everyone: Your IT experts will no longer be overloaded with the endless amount of querying or delivering comprehensive reports; our SQL report generator enables each and every employee of the company to create, analyze, share, and present reports that are easy to follow and visually appealing, through stunning interactive dashboards. Extract your data, transform, and load – simple and easy. Embedding & white labeling: If you want all the benefits of professional SQL reporting tools but don’t want to spend time and money developing one of your own, datapine can be embedded into your systems as if it was your own. Everything in the tool is white labeled, so you can personalize it with your business colors and font. Predictive analytics: Unlike many other tools in the market, datapine includes a predictive analytics solution that analyzes your historical data in order to find trends and patterns to forecast your future performance. ETL made simple: Our ETL service provides an additional value that overcomes issues with various data sources that need to be queried and analyzed. The ability of datapine’s smart solution that enables you to outsource these complex tasks into our cloud environment makes your IT department much more unburdened, and your resources saved.

Whether you work in IT, sales, finance, marketing, HR, customer support, or procurement and wish you had ultimate control over instantaneous reports, try out datapine’s business analytics for yourself. Sign up for a 14-day free trial and see what datapine’s SQL report builder could do for you!

Report in Excel (Using Pivot Table and Charts)

In this Excel tutorial, you will learn how to generate a report in Excel. You can organize raw data with PivotTable, create charts to visualize data, and print them in a suitable format. Let’s use a sales dataset to showcase reporting.

Download the Practice Workbook

What Are the Steps for Creating a Report in Excel?

We can create a report in just five easy steps. They are:

• Managing Data
• Inserting a Pivot Table to Organize Data
• Creating a Chart to Visualize Data
• Summarizing the Report
• Printing the Report with a Proper Header and Footer

Let’s put these to practice with a sample Sales Report.

Step 1 – Managing Data

• We have gathered some sample sales data containing columns for Salesperson , Region , Product , Category , Date , Units Sold, and Revenue .
• This dataset has 100 rows but we are only showing the first 23 rows.

Click the image for a detailed view.

• This dataset is not well organized but rather very scattered.
• To generate a report, we need to organize it in a way from which we can extract meaningful and presentable information.
• To organize this kind of data, the Pivot Table feature in Excel is one of the best options.

Read More: How to Generate PDF Reports from Excel Data

Step 2 – Inserting a Pivot Table to Organize Data

• Select any cell from the dataset, and then go to the Insert tab and click on the PivotTable  option.

• A new dialog box named PivotTable from table or range will pop up.
• You need to select the source range, the range of the dataset, and the destination where the pivot table will be placed if you want to place it inside the existing worksheet.

• You will see a PivotTable layout around the destination cell and a PivotTable Fields list in the right corner.

• Depending on how you want to organize and summarize the date, you need to drag fields into different areas. We chose the fields as in the image below.

• The PivotTable will be generated as soon as you drag the fields in. You may need to change some auto-generated Labels .

Step 3 – Creating a Chart to Visualize Data

• Click on any cell inside the PivotTable and then go to PivotTable Analyze .
• Click on PivotChart .

• The Insert Chart window will be opened. Toggle between different chart types and styles and choose the one that best suits your purpose.

• A chart will be generated on the worksheet.

• You may want to add some elements to the chart such as Axis Title , Chart Title, etc., and format the chart to make it more presentable.

Step 4 – Summarizing a Report

We can compile the chart and pivot table in one location for printing.

Read More: Create Report That Displays Quarterly Sales by Territory in Excel

Step 5 – Printing the Report with a Proper Header and Footer

• Decide whether we need to print the entire workbook, any specific worksheet, or a specific portion of a worksheet. We want to print the summary table with the chart, so we’ll select that portion.

• Go to the File  tab.

• From the menu that appears, click on Print .
• You will see many options related to printing, such as Printer and different settings related to printing.
• We want to save it as a PDF file, so we chose the Microsoft Print to PDF option in the Print  section.
• Under the Print Selection menu, we chose only print the current selection. You can also choose the page size , margins, and orientation .

• If you want to add a header/footer, click on the Page Setup below to open the Page Setup dialog box.
• Go to the Header/Footer tab.
• You can choose from predefined headers and footer lists or make a custom one.

• You can also customize the margin of the borders by going to the Margins  tab.

• You can see the preview on the right side of the File  tab.

• Click on the big Print option on the top to print the report.

Read More: How to Make MIS Report in Excel for Sales

How to Customize Reports in Excel

Case 1 – changing the chart type in report.

• Click on the chart.
• You will see the Design tab on the ribbon. Go to that tab.
• Click on the Change Chart Type  option.

Click on the image for a detailed view.

• The Change Chart Type window will open up. Select any other chart type. For illustration, we chose a Bar Chart.

• The bar chart will be shown in the report.

Read More: How to Prepare MIS Report in Excel

Case 2 – Change the Color of the Chart

• From the  Design  tab, you can change the color of the chart as well by going to the  Change Color  command and then selecting your desired color palette.

• You’ll get the desired color of the chart.

Read More: How to Generate Report in PDF Format Using Excel VBA

Things to Remember

• While generating a PivotTable, place the fields in the areas that best suit your purpose. You can always try different orientations to check which orientation is best for you.
• Always try to include the necessary details in the report and exclude any kind of unwanted data.
• Before printing, try different page setups to see which one best fits your report.

Frequently Asked Questions

How do i add data to my report in excel.

To add data to your Excel report, either manually enter it into the cells or copy and paste it from another source. If your data is large or frequently updated, consider using formulas or functions to retrieve data from other worksheets, workbooks, or external sources. Excel also allows you to import data from databases, CSV files, and other file formats.

Can I include charts and graphs in my Excel report?

You can add a variety of chart types to your report, including column charts, line charts, pie charts, and more. Simply choose the appropriate data range and the chart type that best displays your data.

Can I export reports in PDF format from Excel?

You can export reports using the Microsoft Print to PDF option.

What kinds of reports are usually generated using Excel?

You can generate reports such as income and expense reports, summary reports, daily and monthly activity reports, sales and expenses reports, inventory aging reports, MIS reports, report cards, etc.

Read More: How to Generate Reports from Excel Data

Report in Excel: Knowledge Hub

• How to Create a Summary Report in Excel
• How to Make Report Card in Excel
• How to Automate Excel Reports Using Macros
• How to Generate Reports Using Macros in Excel
• How to Make Sales Report in Excel
• How to Make Monthly Sales Report in Excel
• How to Make Daily Sales Report in Excel
• Create a Report That Displays Quarterly Sales in Excel
• How to Make MIS Report in Excel for Accounts
• How to Make Daily Activity Report in Excel
• How to Make Monthly Report in Excel
• How to Create an Expense Report in Excel
• How to Create an Income and Expense Report in Excel
• How to Make a Monthly Expense Report in Excel
• How to Make Production Report in Excel
• How to Make Daily Production Report in Excel

<< Go Back to Learn Excel

What is ExcelDemy?

Tags: Learn Excel

Md. Aniruddah Alam, a graduate of Bangladesh University of Engineering & Technology, Dhaka, holds a BSc.Engg in Naval Architecture & Marine Engineering. Joining Softeko in August 2022 as an Excel and VBA content developer, he has authored 90+ articles, covering fundamental to advanced Excel topics. He actively develops VBA codes for Excel automation and offers solutions in the Exceldemy Forum. Beyond work, he finds leisure in reading books, and taking relaxing walks, showcasing well-rounded blend of professional and... Read Full Bio

Leave a reply Cancel reply

ExcelDemy is a place where you can learn Excel, and get solutions to your Excel & Excel VBA-related problems, Data Analysis with Excel, etc. We provide tips, how to guide, provide online training, and also provide Excel solutions to your business problems.

Contact  |  Privacy Policy  |  TOS

• User Reviews
• List of Services
• Service Pricing

• Create Basic Excel Pivot Tables
• Excel Formulas and Functions
• Excel Charts and SmartArt Graphics
• Advanced Excel Training
• Data Analysis Excel for Beginners

Advanced Excel Exercises with Solutions PDF

Report Generator 

The Report Generator module enables the creation of customisable data capture templates for auditing, risk assessments or any other form of data capture that your business needs. Captured data is formatted dynamically to produce reports and documents to a standard format according to your requirements. 

Custom Reporting 

Build custom, company-specific templates to gather any information you need. Digitise and store any physical reports you currently have and allow your staff to fill them in from their phone or tablet, from anywhere.

The Report Generator tool enables standardised reporting and capture of corrective actions in a fast and efficient manner (both online and offline)

DataStation App

The DataStation app is one of the leading apps currently available on the market. Use the app to complete reports offline, create actions on the go, take photos and import them directly from the app. Completely customisable to gather data using a question set formulated by your business: Yes/No, multi choice, free text, photo and risk rating/scoring. Reports are published to a tailored PDF complete with your company’s branding. 

Ready to get started?

Book a demo or get in touch

• Aptitude and Reasoning
• General Knowledge
• Certifications
• True or False
• Submit Q & A
• General Knowledge /

A report generator is used to

A report generator is a computer program whose purpose is to take data from a source such as a database, XML stream or a spreadsheet, and use it to produce a document in a format which satisfies a particular human readership.

Hence, A report generator is used to print files on paper.

In Microsoft Excel , Ctrl+ down arrow key leads to _____________ cell movement on spreadsheet.

View Answer Report Error Discuss Filed Under: Computer Exam Prep: Bank Exams

The function of BIOS is to

Which of the following does not belong to the group?

In HTML, ______________ is at the bottom of the page and usually contains disclaimers, copyright information etc.

IP address refers to

In Microsoft Word, _______ provides options to switch between Normal, Web Layout, Print Layout, Outline and Reading Views.

Ravi, Rohan and Rajesh alone can complete a work in 10, 12 and 15 days respectively. In how many days can the work be completed, if all three work together?

An example of Full Duplex communication channel.

Quick Links

Advertise with Us

Terms of Use

Privacy Policy

Study Material

Copyright © 2024 Sawaal.com | All Rights Reserved

A report generator is used to

A. update files

B. print files on paper

C. data entry

D. All of the above

E. None of the above

Answer: Option B

This Question Belongs to Computer Science >> Database Systems

Join The Discussion

Comments ( 2 ).

What type of cable is used to increase the speed of internet service? A. USB B. Firework C. HDMI D. XLR

Which of the following is a DBMS ? A. SQL B. SQL Lite C. MongoDB

Related Questions on Database Systems

Which of the following is not a logical data-base structure?

B. relational

E. All of the above

Which of the following is a database administrator's function?

A. database design

B. backing up the database

C. performance monitoring

D. user coordination

Primitive operations common to all record management systems include

More Related Questions on Database Systems

Read More: MCQ Type Questions and Answers

•   Arithmetic Ability
•   Competitive Reasoning
•   Competitive English
•   Data Interpretation
•   General Knowledge
•   State GK
•   History
•   Geography
•   Current Affairs
•   Banking Awareness
•   Computer Fundamentals
•   Networking
•   C Program
•   Java Program
•   Database
•   HTML
•   Javascript
•   Computer Science
•   Electronics and Communications Engineering
•   Electrical Engineering
•   Mechanical Engineering
•   Civil Engineering
•   Chemical Engineering
•   Automobile Engineering
•   Biotechnology Engineering
•   Mining Engineering
•   Commerce
•   Management
•   Philosophy
•   Agriculture
•   Sociology
•   Political Science
•   Pharmacy

• My View My View
• Following Following
• Saved Saved

Meta identifies networks pushing deceptive content likely generated by AI

• Medium Text

WHY IT'S IMPORTANT

By the numbers, what's next.

Sign up here.

Reporting by Katie Paul; Editing by Rod Nickel

Our Standards: The Thomson Reuters Trust Principles. New Tab , opens new tab

Technology Chevron

Dutch intelligence says Chinese cyber espionage goes wider than it suspected

Dutch military intelligence said on Monday that Chinese cyber espionage was more extensive than it had initially thought, targeting Western governments and defence companies.

Free AI Presentation Maker for Generating Projects in Minutes

• Generate ready-to-use presentations from a text prompt.
• Select a style and Visme’s AI Presentation Maker will generate text, images, and icon.
• Customize your presentation with a library of royalty-free photos, videos, & graphics.

Generate a presentation with AI

Brought to you by Visme

A leading visual communication platform empowering 27,500,000 users and top brands.

Presentations Engineered With Visme’s AI Presentation Maker

Ai presentation prompt 1.

Craft a presentation outlining a leading company’s cutting-edge innovations in AI-powered hardware, emphasizing their impact on enhancing workplace productivity and efficiency.

AI Presentation Prompt 2

Generate a comprehensive presentation highlighting the latest digital marketing trends, focusing on strategies for enhancing brand visibility and customer engagement across diverse platforms.

AI Presentation Prompt 3

Create a detailed presentation elucidating a company’s diversified investment portfolio, emphasizing its robust performance, risk mitigation strategies, and the potential for sustainable long-term growth.

AI Presentation Prompt 4

Develop a compelling presentation showcasing a company’s groundbreaking medical devices and software solutions, emphasizing their role in revolutionizing patient care, treatment efficacy, and healthcare accessibility worldwide.

How it works

How to generate AI presentations with Visme

Save time and create beautiful designs quickly with Visme AI Designer. Available inside the Visme template library, this generator tool is ready to receive your prompts and generate stunning ready-to-use presentations in minutes.

• Log in to the Visme dashboard, and open the template library by clicking on Create New button -> Project -> Presentations. Inside the template library, scroll down and click on the Generate with AI option.
• In the popup that opens, type in a prompt and describe in detail what aspects your presentation should feature. If you don’t provide enough information, chatbot will ask you follow-up questions.
• Visme Chatbot will suggest template styles; choose the most relevant for your presentation, and wait for the AI to create the design. Preview, regenerate or open your project in the Visme editor.
• Customize your project in Visme: Pick a color theme or create your own, edit text, and use assets from Visme’s royalty-free library of photos, videos, and graphics, or create your own with AI tools.

Features of the AI Presentations Maker

Ready-to-use presentations in minutes.

Starting is often the hardest part of a project. Visme’s free AI presentation maker helps you overcome this block and generates results within minutes. It gives you a headstart and a good first draft that is ready-to-use with minimal or no customization.

Customize every part of your presentation

Visme editor is easy to use and offers you an array of customization options. Change the color theme of your presentation, text, fonts, add images, videos and graphics from Visme royalty-free library of assets or generate new ones with AI image generator, AI image touchup tools, or add your own. For more advanced customization, add data visualizations, connect them to live data, or create your own visuals.

Add your branding

Stay on-brand even with AI-generated presentations. Quickly and easily set up your brand kit using AI-powered Visme Brand Wizard or set it up manually. Use your brand colors and fonts in AI-generated presentations. Add your logo and upload your brand assets to make a presentation match your company’s branding.

Download, share or schedule your presentation

Share your presentations generated with Visme AI Designer in many ways. Download them in various formats, including PPTX, PDF and HTML5, present online, share on social media or schedule them to be published as posts on your social media channels. Additionally, you can share your presentations as private projects with a password entry.

More than just an AI Presentation Maker

Beautify your content

Unique Elements & Graphics

Browse through our library of customizable, one-of-a-kind graphics, widgets and design assets like icons, shapes, illustrations and more to accompany your AI-generated presentations.

Visualize your data

Charts & Graphs

Choose from different chart types and create pie charts, bar charts, donut charts, pyramid charts, Mekko charts, radar charts and much more.

Make it engaging

Interactivity

Share AI-generated presentations online with animated and interactive elements to grab your audience’s attention and promote your business.

More AI tools in Visme

Ai image generator.

The Visme AI Image generator will automatically create any image or graphic. All you need to do is write a prompt and let AI magic do the rest.

Visme AI Writer helps you write, proofread, summarize and tone switch any type of text. If you’re missing content for a project, let AI Writer help you generate it.

Save yourself hours of work with AI Resize. This feature resizes your project canvas and adjusts all content to fit the new size within seconds.

AI TouchUp Tools

The Visme AI TouchUp Tools are a set of four image editing features that will help you change the appearance of your images inside any Visme project. Erase and replace objects that you don’t want in your photos.

The Brand Wizard

The AI-based Visme Brand Wizard populates your brand fonts and styles across a beautiful set of templates.

Make the most of Visme’s features

Choose the perfect visual from our extensive photo and video library . Search and find the ideal image or video using keywords relevant to the project. Drag and drop in your project and adjust as needed.

Incorporate 3D illustrations and icons into all sorts of content types to create amazing content for your business communication strategies. You won’t see these 3D designs anywhere else as they’re made by Visme designers.

When you share your Visme projects, they’ll display with a flipbook effect . Viewers can go from page to page by flipping the page like a digital magazine. If you don’t want the flipbook effect, you can disable it and share as a standard project.

Remove the background from an image to create a cutout and layer it over something else, maybe an AI-generated background. Erase elements of the image and swap them for other objects with AI-powered Erase & Replace feature.

Create scroll-stopping video and animation posts for social media and email communication. Embed projects with video and animation into your website landing page or create digital documents with multimedia resources.

With Visme, you can make, create and design hundreds of content types . We have templates for digital documents, infographics, social media graphics, posters, banners, wireframes, whiteboards, flowcharts.

Design and brainstorm collaboratively with your team on the Visme whiteboard . Build mind maps and flowcharts easily during online planning and strategy sessions. Save whiteboards as meeting minutes and ongoing notes for projects.

Edit your images , photos, and AI image-generated graphics with our integrated editing tools. On top of the regular editing features like saturation and blur, we have 3 AI-based editing features. With these tools, you can unblur an image, expand it without losing quality and erase an object from it.

Frequently Asked Questions (FAQs)

How can i get better results with the ai presentations maker.

Like any AI generator from a text tool, the prompt is everything. To get better results with the AI Presentation maker, you need better prompts. Write the prompt to be as detailed as possible. Include all the content topics you want the presentation to cover. As for style elements, there’s no need to include it in the prompt. Focus on choosing the style that you like from the Chatbot suggestions. Try to select the style that already features the color palette and shapes that you like. AI will change icons and photos based on text it generates.

How many AI Presentations can I generate?

Visme AI Presentation maker is available in all plans with higher credits/usage available in Premium plans. Note: AI credits are spread amongst all AI features. So if you use other AI features, your credits will be deducted.

Is the Visme AI Designer a third-party API?

No, Visme AI Presentation maker was developed in-house and is a unique tool. However, it does use third-party APIs: ChatGPT and Unsplash.

This website uses cookies to improve the user experience. By using our website you consent to all cookies in accordance with our cookie policies included in our privacy policy.

The state of AI in early 2024: Gen AI adoption spikes and starts to generate value

If 2023 was the year the world discovered generative AI (gen AI) , 2024 is the year organizations truly began using—and deriving business value from—this new technology. In the latest McKinsey Global Survey  on AI, 65 percent of respondents report that their organizations are regularly using gen AI, nearly double the percentage from our previous survey just ten months ago. Respondents’ expectations for gen AI’s impact remain as high as they were last year , with three-quarters predicting that gen AI will lead to significant or disruptive change in their industries in the years ahead.

About the authors

This article is a collaborative effort by Alex Singla , Alexander Sukharevsky , Lareina Yee , and Michael Chui , with Bryce Hall , representing views from QuantumBlack, AI by McKinsey, and McKinsey Digital.

Organizations are already seeing material benefits from gen AI use, reporting both cost decreases and revenue jumps in the business units deploying the technology. The survey also provides insights into the kinds of risks presented by gen AI—most notably, inaccuracy—as well as the emerging practices of top performers to mitigate those challenges and capture value.

AI adoption surges

Interest in generative AI has also brightened the spotlight on a broader set of AI capabilities. For the past six years, AI adoption by respondents’ organizations has hovered at about 50 percent. This year, the survey finds that adoption has jumped to 72 percent (Exhibit 1). And the interest is truly global in scope. Our 2023 survey found that AI adoption did not reach 66 percent in any region; however, this year more than two-thirds of respondents in nearly every region say their organizations are using AI. 1 Organizations based in Central and South America are the exception, with 58 percent of respondents working for organizations based in Central and South America reporting AI adoption. Looking by industry, the biggest increase in adoption can be found in professional services. 2 Includes respondents working for organizations focused on human resources, legal services, management consulting, market research, R&D, tax preparation, and training.

Also, responses suggest that companies are now using AI in more parts of the business. Half of respondents say their organizations have adopted AI in two or more business functions, up from less than a third of respondents in 2023 (Exhibit 2).

Gen AI adoption is most common in the functions where it can create the most value

Most respondents now report that their organizations—and they as individuals—are using gen AI. Sixty-five percent of respondents say their organizations are regularly using gen AI in at least one business function, up from one-third last year. The average organization using gen AI is doing so in two functions, most often in marketing and sales and in product and service development—two functions in which previous research  determined that gen AI adoption could generate the most value 3 “ The economic potential of generative AI: The next productivity frontier ,” McKinsey, June 14, 2023. —as well as in IT (Exhibit 3). The biggest increase from 2023 is found in marketing and sales, where reported adoption has more than doubled. Yet across functions, only two use cases, both within marketing and sales, are reported by 15 percent or more of respondents.

Gen AI also is weaving its way into respondents’ personal lives. Compared with 2023, respondents are much more likely to be using gen AI at work and even more likely to be using gen AI both at work and in their personal lives (Exhibit 4). The survey finds upticks in gen AI use across all regions, with the largest increases in Asia–Pacific and Greater China. Respondents at the highest seniority levels, meanwhile, show larger jumps in the use of gen Al tools for work and outside of work compared with their midlevel-management peers. Looking at specific industries, respondents working in energy and materials and in professional services report the largest increase in gen AI use.

Investments in gen AI and analytical AI are beginning to create value

The latest survey also shows how different industries are budgeting for gen AI. Responses suggest that, in many industries, organizations are about equally as likely to be investing more than 5 percent of their digital budgets in gen AI as they are in nongenerative, analytical-AI solutions (Exhibit 5). Yet in most industries, larger shares of respondents report that their organizations spend more than 20 percent on analytical AI than on gen AI. Looking ahead, most respondents—67 percent—expect their organizations to invest more in AI over the next three years.

Where are those investments paying off? For the first time, our latest survey explored the value created by gen AI use by business function. The function in which the largest share of respondents report seeing cost decreases is human resources. Respondents most commonly report meaningful revenue increases (of more than 5 percent) in supply chain and inventory management (Exhibit 6). For analytical AI, respondents most often report seeing cost benefits in service operations—in line with what we found last year —as well as meaningful revenue increases from AI use in marketing and sales.

Inaccuracy: The most recognized and experienced risk of gen AI use

As businesses begin to see the benefits of gen AI, they’re also recognizing the diverse risks associated with the technology. These can range from data management risks such as data privacy, bias, or intellectual property (IP) infringement to model management risks, which tend to focus on inaccurate output or lack of explainability. A third big risk category is security and incorrect use.

Respondents to the latest survey are more likely than they were last year to say their organizations consider inaccuracy and IP infringement to be relevant to their use of gen AI, and about half continue to view cybersecurity as a risk (Exhibit 7).

Conversely, respondents are less likely than they were last year to say their organizations consider workforce and labor displacement to be relevant risks and are not increasing efforts to mitigate them.

In fact, inaccuracy— which can affect use cases across the gen AI value chain , ranging from customer journeys and summarization to coding and creative content—is the only risk that respondents are significantly more likely than last year to say their organizations are actively working to mitigate.

Some organizations have already experienced negative consequences from the use of gen AI, with 44 percent of respondents saying their organizations have experienced at least one consequence (Exhibit 8). Respondents most often report inaccuracy as a risk that has affected their organizations, followed by cybersecurity and explainability.

Our previous research has found that there are several elements of governance that can help in scaling gen AI use responsibly, yet few respondents report having these risk-related practices in place. 4 “ Implementing generative AI with speed and safety ,” McKinsey Quarterly , March 13, 2024. For example, just 18 percent say their organizations have an enterprise-wide council or board with the authority to make decisions involving responsible AI governance, and only one-third say gen AI risk awareness and risk mitigation controls are required skill sets for technical talent.

Bringing gen AI capabilities to bear

The latest survey also sought to understand how, and how quickly, organizations are deploying these new gen AI tools. We have found three archetypes for implementing gen AI solutions : takers use off-the-shelf, publicly available solutions; shapers customize those tools with proprietary data and systems; and makers develop their own foundation models from scratch. 5 “ Technology’s generational moment with generative AI: A CIO and CTO guide ,” McKinsey, July 11, 2023. Across most industries, the survey results suggest that organizations are finding off-the-shelf offerings applicable to their business needs—though many are pursuing opportunities to customize models or even develop their own (Exhibit 9). About half of reported gen AI uses within respondents’ business functions are utilizing off-the-shelf, publicly available models or tools, with little or no customization. Respondents in energy and materials, technology, and media and telecommunications are more likely to report significant customization or tuning of publicly available models or developing their own proprietary models to address specific business needs.

Respondents most often report that their organizations required one to four months from the start of a project to put gen AI into production, though the time it takes varies by business function (Exhibit 10). It also depends upon the approach for acquiring those capabilities. Not surprisingly, reported uses of highly customized or proprietary models are 1.5 times more likely than off-the-shelf, publicly available models to take five months or more to implement.

Gen AI high performers are excelling despite facing challenges

Gen AI is a new technology, and organizations are still early in the journey of pursuing its opportunities and scaling it across functions. So it’s little surprise that only a small subset of respondents (46 out of 876) report that a meaningful share of their organizations’ EBIT can be attributed to their deployment of gen AI. Still, these gen AI leaders are worth examining closely. These, after all, are the early movers, who already attribute more than 10 percent of their organizations’ EBIT to their use of gen AI. Forty-two percent of these high performers say more than 20 percent of their EBIT is attributable to their use of nongenerative, analytical AI, and they span industries and regions—though most are at organizations with less than $1 billion in annual revenue. The AI-related practices at these organizations can offer guidance to those looking to create value from gen AI adoption at their own organizations.

To start, gen AI high performers are using gen AI in more business functions—an average of three functions, while others average two. They, like other organizations, are most likely to use gen AI in marketing and sales and product or service development, but they’re much more likely than others to use gen AI solutions in risk, legal, and compliance; in strategy and corporate finance; and in supply chain and inventory management. They’re more than three times as likely as others to be using gen AI in activities ranging from processing of accounting documents and risk assessment to R&D testing and pricing and promotions. While, overall, about half of reported gen AI applications within business functions are utilizing publicly available models or tools, gen AI high performers are less likely to use those off-the-shelf options than to either implement significantly customized versions of those tools or to develop their own proprietary foundation models.

What else are these high performers doing differently? For one thing, they are paying more attention to gen-AI-related risks. Perhaps because they are further along on their journeys, they are more likely than others to say their organizations have experienced every negative consequence from gen AI we asked about, from cybersecurity and personal privacy to explainability and IP infringement. Given that, they are more likely than others to report that their organizations consider those risks, as well as regulatory compliance, environmental impacts, and political stability, to be relevant to their gen AI use, and they say they take steps to mitigate more risks than others do.

Gen AI high performers are also much more likely to say their organizations follow a set of risk-related best practices (Exhibit 11). For example, they are nearly twice as likely as others to involve the legal function and embed risk reviews early on in the development of gen AI solutions—that is, to “ shift left .” They’re also much more likely than others to employ a wide range of other best practices, from strategy-related practices to those related to scaling.

In addition to experiencing the risks of gen AI adoption, high performers have encountered other challenges that can serve as warnings to others (Exhibit 12). Seventy percent say they have experienced difficulties with data, including defining processes for data governance, developing the ability to quickly integrate data into AI models, and an insufficient amount of training data, highlighting the essential role that data play in capturing value. High performers are also more likely than others to report experiencing challenges with their operating models, such as implementing agile ways of working and effective sprint performance management.

About the research

The online survey was in the field from February 22 to March 5, 2024, and garnered responses from 1,363 participants representing the full range of regions, industries, company sizes, functional specialties, and tenures. Of those respondents, 981 said their organizations had adopted AI in at least one business function, and 878 said their organizations were regularly using gen AI in at least one function. To adjust for differences in response rates, the data are weighted by the contribution of each respondent’s nation to global GDP.

Alex Singla and Alexander Sukharevsky  are global coleaders of QuantumBlack, AI by McKinsey, and senior partners in McKinsey’s Chicago and London offices, respectively; Lareina Yee  is a senior partner in the Bay Area office, where Michael Chui , a McKinsey Global Institute partner, is a partner; and Bryce Hall  is an associate partner in the Washington, DC, office.

They wish to thank Kaitlin Noe, Larry Kanter, Mallika Jhamb, and Shinjini Srivastava for their contributions to this work.

This article was edited by Heather Hanselman, a senior editor in McKinsey’s Atlanta office.

Explore a career with us

Related articles.

Moving past gen AI’s honeymoon phase: Seven hard truths for CIOs to get from pilot to scale

A generative AI reset: Rewiring to turn potential into value in 2024

Implementing generative AI with speed and safety

Create an account

Create a free IEA account to download our reports or subcribe to a paid service.

Overview and key findings

Tracking cop28 progress.

• United States
• Latin America and the Caribbean
• European Union
• Middle East
• Japan and Korea
• Southeast Asia

Cite report

IEA (2024), World Energy Investment 2024 , IEA, Paris https://www.iea.org/reports/world-energy-investment-2024, Licence: CC BY 4.0

Share this report

• Share on Twitter Twitter
• Share on Facebook Facebook
• Share on LinkedIn LinkedIn
• Share on Email Email
• Share on Print Print

Report options

The world now invests almost twice as much in clean energy as it does in fossil fuels…, global investment in clean energy and fossil fuels, 2015-2024, …but there are major imbalances in investment, and emerging market and developing economies (emde) outside china account for only around 15% of global clean energy spending, annual investment in clean energy by selected country and region, 2019 and 2024, investment in solar pv now surpasses all other generation technologies combined, global annual investment in solar pv and other generation technologies, 2021-2024, the integration of renewables and upgrades to existing infrastructure have sparked a recovery in spending on grids and storage, investment in power grids and storage by region 2017-2024, rising investments in clean energy push overall energy investment above usd 3 trillion for the first time.

Global energy investment is set to exceed USD 3 trillion for the first time in 2024, with USD 2 trillion going to clean energy technologies and infrastructure. Investment in clean energy has accelerated since 2020, and spending on renewable power, grids and storage is now higher than total spending on oil, gas, and coal.

As the era of cheap borrowing comes to an end, certain kinds of investment are being held back by higher financing costs. However, the impact on project economics has been partially offset by easing supply chain pressures and falling prices. Solar panel costs have decreased by 30% over the last two years, and prices for minerals and metals crucial for energy transitions have also sharply dropped, especially the metals required for batteries.

The annual World Energy Investment report has consistently warned of energy investment flow imbalances, particularly insufficient clean energy investments in EMDE outside China. There are tentative signs of a pick-up in these investments: in our assessment, clean energy investments are set to approach USD 320 billion in 2024, up by more 50% since 2020. This is similar to the growth seen in advanced economies (+50%), although trailing China (+75%). The gains primarily come from higher investments in renewable power, now representing half of all power sector investments in these economies. Progress in India, Brazil, parts of Southeast Asia and Africa reflects new policy initiatives, well-managed public tenders, and improved grid infrastructure. Africa’s clean energy investments in 2024, at over USD 40 billion, are nearly double those in 2020.

Yet much more needs to be done. In most cases, this growth comes from a very low base and many of the least-developed economies are being left behind (several face acute problems servicing high levels of debt). In 2024, the share of global clean energy investment in EMDE outside China is expected to remain around 15% of the total. Both in terms of volume and share, this is far below the amounts that are required to ensure full access to modern energy and to meet rising energy demand in a sustainable way.

Power sector investment in solar photovoltaic (PV) technology is projected to exceed USD 500 billion in 2024, surpassing all other generation sources combined. Though growth may moderate slightly in 2024 due to falling PV module prices, solar remains central to the power sector’s transformation. In 2023, each dollar invested in wind and solar PV yielded 2.5 times more energy output than a dollar spent on the same technologies a decade prior.

In 2015, the ratio of clean power to unabated fossil fuel power investments was roughly 2:1. In 2024, this ratio is set to reach 10:1. The rise in solar and wind deployment has driven wholesale prices down in some countries, occasionally below zero, particularly during peak periods of wind and solar generation. This lowers the potential for spot market earnings for producers and highlights the need for complementary investments in flexibility and storage capacity.

Investments in nuclear power are expected to pick up in 2024, with its share (9%) in clean power investments rising after two consecutive years of decline. Total investment in nuclear is projected to reach USD 80 billion in 2024, nearly double the 2018 level, which was the lowest point in a decade.

Grids have become a bottleneck for energy transitions, but investment is rising. After stagnating around USD 300 billion per year since 2015, spending is expected to hit USD 400 billion in 2024, driven by new policies and funding in Europe, the United States, China, and parts of Latin America. Advanced economies and China account for 80% of global grid spending. Investment in Latin America has almost doubled since 2021, notably in Colombia, Chile, and Brazil, where spending doubled in 2023 alone. However, investment remains worryingly low elsewhere.

Investments in battery storage are ramping up and are set to exceed USD 50 billion in 2024. But spending is highly concentrated. In 2023, for every dollar invested in battery storage in advanced economies and China, only one cent was invested in other EMDE.

Investment in energy efficiency and electrification in buildings and industry has been quite resilient, despite the economic headwinds. But most of the dynamism in the end-use sectors is coming from transport, where investment is set to reach new highs in 2024 (+8% compared to 2023), driven by strong electric vehicle (EV) sales.

The rise in clean energy spending is underpinned by emissions reduction goals, technological gains, energy security imperatives (particularly in the European Union), and an additional strategic element: major economies are deploying new industrial strategies to spur clean energy manufacturing and establish stronger market positions. Such policies can bring local benefits, although gaining a cost-competitive foothold in sectors with ample global capacity like solar PV can be challenging. Policy makers need to balance the costs and benefits of these programmes so that they increase the resilience of clean energy supply chains while maintaining gains from trade.

In the United States, investment in clean energy increases to an estimated more than USD 300 billion in 2024, 1.6 times the 2020 level and well ahead of the amount invested in fossil fuels. The European Union spends USD 370 billion on clean energy today, while China is set to spend almost USD 680 billion in 2024, supported by its large domestic market and rapid growth in the so-called “new three” industries: solar cells, lithium battery production and EV manufacturing.

Overall upstream oil and gas investment in 2024 is set to return to 2017 levels, but companies in the Middle East and Asia now account for a much larger share of the total

Change in upstream oil and gas investment by company type, 2017-2024, newly approved lng projects, led by the united states and qatar, bring a new wave of investment that could boost global lng export capacity by 50%, investment and cumulative capacity in lng liquefaction, 2015-2028, investment in fuel supply remains largely dominated by fossil fuels, although interest in low-emissions fuels is growing fast from a low base.

Upstream oil and gas investment is expected to increase by 7% in 2024 to reach USD 570 billion, following a 9% rise in 2023. This is being led by Middle East and Asian NOCs, which have increased their investments in oil and gas by over 50% since 2017, and which account for almost the entire rise in spending for 2023-2024.

Lower cost inflation means that the headline rise in spending results in an even larger rise in activity, by approximately 25% compared with 2022. Existing fields account for around 40% total oil and gas upstream investment, while another 33% goes to new fields and exploration. The remainder goes to tight oil and shale gas.

Most of the huge influx of cashflows to the oil and gas industry in 2022-2023 was either returned to shareholders, used to buy back shares or to pay down debt; these uses exceeded capital expenditure again in 2023. A surge in profits has also spurred a wave of mergers and acquisitions (M&A), especially among US shale companies, which represented 75% of M&A activity in 2023. Clean energy spending by oil and gas companies grew to around USD 30 billion in 2023 (of which just USD 1.5 billion was by NOCs), but this represents less than 4% of global capital investment on clean energy.

A significant wave of new investment is expected in LNG in the coming years as new liquefaction plants are built, primarily in the United States and Qatar. The concentration of projects looking to start operation in the second half of this decade could increase competition and raise costs for the limited number of specialised contractors in this area. For the moment, the prospect of ample gas supplies has not triggered a major reaction further down the value chain. The amount of new gas-fired power capacity being approved and coming online remains stable at around 50-60 GW per year.

Investment in coal has been rising steadily in recent years, and more than 50 GW of unabated coal-fired power generation was approved in 2023, the most since 2015, and almost all of this was in China.

Investment in low-emissions fuels is only 1.4% of the amount spent on fossil fuels (compared to about 0.5% a decade ago). There are some fast-growing areas. Investments in hydrogen electrolysers have risen to around USD 3 billion per year, although they remain constrained by uncertainty about demand and a lack of reliable offtakers. Investments in sustainable aviation fuels have reached USD 1 billion, while USD 800 million is going to direct air capture projects (a 140% increase from 2023). Some 20 commercial-scale carbon capture utilisation and storage (CCUS) projects in seven countries reached final investment decision (FID) in 2023; according to company announcements, another 110 capture facilities, transport and storage projects could do the same in 2024.

Energy investment decisions are primarily driven and financed by the private sector, but governments have essential direct and indirect roles in shaping capital flows

Sources of investment in the energy sector, average 2018-2023, sources of finance in the energy sector, average 2018-2023, households are emerging as important actors for consumer-facing clean energy investments, highlighting the importance of affordability and access to capital, change in energy investment volume by region and fuel category, 2016 versus 2023, market sentiment around sustainable finance is down from the high point in 2021, with lower levels of sustainable debt issuances and inflows into sustainable funds, sustainable debt issuances, 2020-2023, sustainable fund launches, 2020-2023, energy transitions are reshaping how energy investment decisions are made, and by whom.

This year’s World Energy Investment report contains new analysis on sources of investments and sources of finance, making a clear distinction between those making investment decisions (governments, often via state-owned enterprises (SOEs), private firms and households) and the institutions providing the capital (the public sector, commercial lenders, and development finance institutions) to finance these investments.

Overall, most investments in the energy sector are made by corporates, with firms accounting for the largest share of investments in both the fossil fuel and clean energy sectors. However, there are significant country-by-country variations: half of all energy investments in EMDE are made by governments or SOEs, compared with just 15% in advanced economies. Investments by state-owned enterprises come mainly from national oil companies, notably in the Middle East and Asia where they have risen substantially in recent years, and among some state-owned utilities. The financial sustainability, investment strategies and the ability for SOEs to attract private capital therefore become a central issue for secure and affordable transitions.

The share of total energy investments made or decided by private households (if not necessarily financed by them directly) has doubled from 9% in 2015 to 18% today, thanks to the combined growth in rooftop solar installations, investments in buildings efficiency and electric vehicle purchases. For the moment, these investments are mainly made by wealthier households – and well-designed policies are essential to making clean energy technologies more accessible to all . A comparison shows that households have contributed to more than 40% of the increase in investment in clean energy spending since 2016 – by far the largest share. It was particularly pronounced in advanced economies, where, because of strong policy support, households accounted for nearly 60% of the growth in energy investments.

Three quarters of global energy investments today are funded from private and commercial sources, and around 25% from public finance, and just 1% from national and international development finance institutions (DFIs).

Other financing options for energy transition have faced challenges and are focused on advanced economies. In 2023, sustainable debt issuances exceeded USD 1 trillion for the third consecutive year, but were still 25% below their 2021 peak, as rising coupon rates dampened issuers’ borrowing appetite. Market sentiment for sustainable finance is wavering, with flows to ESG funds decreasing in 2023, due to potential higher returns elsewhere and credibility concerns. Transition finance is emerging to mobilise capital for high-emitting sectors, but greater harmonisation and credible standards are required for these instruments to reach scale.

A secure and affordable transitioning away from fossil fuels requires a major rebalancing of investments

Investment change in 2023-2024, and additional average annual change in investment in the net zero scenario, 2023-2030, a doubling of investments to triple renewables capacity and a tripling of spending to double efficiency: a steep hill needs climbing to keep 1.5°c within reach, investments in renewables, grids and battery storage in the net zero emissions by 2050 scenario, historical versus 2030, investments in end-use sectors in the net zero emissions by 2050 scenario, historical versus 2030, meeting cop28 goals requires a doubling of clean energy investment by 2030 worldwide, and a quadrupling in emde outside china, investments in renewables, grids, batteries and end use in the net zero emissions by 2050 scenario, 2024 and 2030, mobilising additional, affordable financing is the key to a safer and more sustainable future, breakdown of dfi financing by instrument, currency, technology and region, average 2019-2022, much greater efforts are needed to get on track to meet energy & climate goals, including those agreed at cop28.

Today’s investment trends are not aligned with the levels necessary for the world to have a chance of limiting global warming to 1.5°C above pre-industrial levels and to achieve the interim goals agreed at COP28. The current momentum behind renewable power is impressive, and if the current spending trend continues, it would cover approximately two-thirds of the total investment needed to triple renewable capacity by 2030. But an extra USD 500 billion per year is required in the IEA’s Net Zero Emissions by 2050 Scenario (NZE Scenario) to fill the gap completely (including spending for grids and battery storage). This equates to a doubling of current annual spending on renewable power generation, grids, and storage in 2030, in order to triple renewable capacity.

The goal of doubling the pace of energy efficiency improvement requires an even greater additional effort. While investment in the electrification of transport is relatively strong and brings important efficiency gains, investment in other efficiency measures – notably building retrofits – is well below where it needs to be: efficiency investments in buildings fell in 2023 and are expected to decline further in 2024. A tripling in the current annual rate of spending on efficiency and electrification – to about USD 1.9 trillion in 2030 – is needed to double the rate of energy efficiency improvements.

Anticipated oil and gas investment in 2024 is broadly in line with the level of investment required in 2030 in the Stated Policies Scenario, a scenario which sees oil and natural gas demand levelling off before 2030. However, global spare oil production capacity is already close to 6 million barrels per day (excluding Iran and Russia) and there is a shift expected in the coming years towards a buyers’ market for LNG. Against this backdrop, the risk of over-investment would be strong if the world moves swiftly to meet the net zero pledges and climate goals in the Announced Pledges Scenario (APS) and the NZE Scenario.

The NZE Scenario sees a major rebalancing of investments in fuel supply, away from fossil fuels and towards low-emissions fuels, such as bioenergy and low-emissions hydrogen, as well as CCUS. Achieving net zero emissions globally by 2050 would mean annual investment in oil, gas, and coal falls by more than half, from just over USD 1 trillion in 2024 to below USD 450 billion per year in 2030, while spending on low-emissions fuels increases tenfold, to about USD 200 billion in 2030 from just under USD 20 billion today.

The required increase in clean energy investments in the NZE Scenario is particularly steep in many emerging and developing economies. The cost of capital remains one of the largest barriers to investment in clean energy projects and infrastructure in many EMDE, with financing costs at least twice as high as in advanced economies as well as China. Macroeconomic and country-specific factors are the major contributors to the high cost of capital for clean energy projects, but so, too, are risks specific to the energy sector. Alongside actions by national policy makers, enhanced support from DFIs can play a major role in lowering financing costs and bringing in much larger volumes of private capital.

Targeted concessional support is particularly important for the least-developed countries that will otherwise struggle to access adequate capital. Our analysis shows cumulative financing for energy projects by DFIs was USD 470 billion between 2013 and 2021, with China-based DFIs accounting for slightly over half of the total. There was a significant reduction in financing for fossil fuel projects over this period, largely because of reduced Chinese support. However, this was not accompanied by a surge in support for clean energy projects. DFI support was provided almost exclusively (more than 90%) as debt (not all concessional) with only about 3% reported as equity financing and about 6% as grants. This debt was provided in hard currency or in the currency of donors, with almost no local-currency financing being reported.

The lack of local-currency lending pushes up borrowing costs and in many cases is the primary reason behind the much higher cost of capital in EMDE compared to advanced economies. High hedging costs often make this financing unaffordable to many of the least-developed countries and raises questions of debt sustainability. More attention is needed from DFIs to focus interventions on project de-risking that can mobilise much higher multiples of private capital.

Subscription successful

Thank you for subscribing. You can unsubscribe at any time by clicking the link at the bottom of any IEA newsletter.