Use case
Reports that build themselves, charts included
Design the report once in Word. Then let a workflow fill it with each period's numbers - native charts, growing tables, and computed totals - and send it where it needs to go.
- Real charts in Word and PDF
- Tables and totals from your data
- Emailed and archived automatically
From raw numbers to a finished report
Whether it is one monthly pack or a report for every client, the flow is the same.
Bring in the numbers
Send the period's data with a webhook from your systems - directly or through Zapier or Make - submit it through a form, or upload a CSV file to run a whole batch at once.
Generate the report
Your Word template fills with the data: charts render from the mapped series, loops build the tables row by row, and formulas compute totals and growth rates. Output an editable DOCX, a final PDF, or both.
Send it where it goes
Email each report the moment it is generated, save copies to cloud storage, and keep a record of every run - which report, which period, and where it went.
Reports that look hand-built, minus the hand-building
The charts are native, the numbers are computed, and the layout is exactly your Word design.
Charts drawn from your data
Bar, line, area, pie, scatter, and bubble charts render inside the document from the data each run receives - real Word charts, not pasted screenshots.
Tables that grow with the data
Loops turn a list of results into clean table rows - as many as the period's data needs, formatted the way your template says.
Numbers computed on demand
Formulas calculate sums, averages, growth percentages, and dates from the source data - and array queries pick exactly the fields your charts and tables need.
Every client's report in one run
Upload a CSV or drive the workflow from your systems, and each client gets a personalized report generated from the same template.
Delivery under your name
Reports can be emailed as they are generated, under your organization's name and logo - and can come straight from your own email address.
Fed by the tools you already use
Connect databases, spreadsheets, and internal systems through Zapier, Make, and webhooks - the report generates whenever the data arrives.
Reports teams generate
- Monthly client reports
- KPI and metrics summaries
- Marketing performance reports
- Financial summaries
- Project status reports
- Sales summaries
- SEO and analytics reports
- Board update packs
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Frequently asked questions
- Charts use the data you provide to your workflow. You can map values directly from your input, enter them manually, or use Excel-like formulas to calculate, filter, and transform your data before it reaches the chart. Each chart's categories and series can be mapped separately, giving you full control over what appears in the finished report.
- Bar, line, area, pie, doughnut, scatter, and bubble charts. The placeholder chart in your Word template sets the type, and generation fills in the data - the result is a native chart in the output document, not an image.
- Yes. Style the placeholder chart in your Word template to match your brand, and generated charts will follow its look - including fonts, colors, axis formatting, legend position, and dimensions. Your reports stay consistent without having to restyle each chart.
- Yes. Upload your client data as a CSV file with Bulk Start - each row produces one personalized report. You can also trigger the workflow per client from your own systems with webhook calls, sent directly or through Zapier or Make.
- Yes. Start with the Word document you already use, add TemplateDocs tags where the changing content should go, and use it as your document template. Your existing layout, styling, and branding stay in place while TemplateDocs fills in the data.
The last report you assemble by hand
Bring one report template to TemplateDocs, map your data to its charts and tables, and never assemble that report by hand again.
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