Templates for the reports you already make

Pick a template — or let ReportPilot detect the right one from your columns. Each template knows which numbers matter and how to explain them.

Customer complaints

See what customers complain about, where and why

Complaint and feedback logs: volume over time, top categories and locations, resolution, response times and the themes in customer comments.

Calls, wait times and service levels at a glance

Call or contact logs: volume by hour and day, handle time, wait/queue time, abandoned calls, contact reasons and agent or queue performance.

Revenue, top products and who’s selling

Orders or deals: revenue over time, average order value, top products, regions, channels and sales reps, and what changed versus last period.

Headcount, hiring, turnover and overtime

Employee, hiring or timesheet data: headcount by department, hires and exits, overtime, absences and tenure.

Scores, satisfaction and what people said

Survey responses: average scores, NPS-style ratings, how groups differ, and themes in open-ended answers.

Spend, income and budget vs actual

Transactions, expenses or budgets: totals by category and month, budget vs actual, biggest expenses and unusual transactions.

Volume, on-time performance and bottlenecks

Work orders, tickets, deliveries or incidents: volume, completion time, on-time rate, backlog, and the sites or teams with the most issues.

People served, programs and donations

Program, client or donation data: people served, services delivered, program reach, donations and donor trends for board and funder reports.