Turn your spreadsheets into live dashboards, share them with customers, and run projects, customers and leads in one place. Reporting software for teams that do not have a data department.
Purpose-built for teams that live in spreadsheets today and need governed reporting tomorrow, without moving off the tools they trust.
Drag-and-drop Excel and CSV uploads with filename conventions and versioning. Newer exports supersede older ones automatically.
Deterministic dedup keys, business-rule driven merges, and a normalized schema you can trust in every downstream view.
One-click publish to a governed URL or embeddable iframe. Multiple report views per workspace, each independently branded.
Four steps, repeatable across every reporting cadence, weekly, monthly, or on-demand.
Drop the export file. Filename conventions capture the effective date.
Only the relevant sheet is read. Rows are keyed and validated.
Preview the merge diff. Confirm net-new records and updates.
Refresh the dashboard, mint an embed URL, or share a private link.
Track records, statuses, and progress across every reporting period.
Learn moreReporting Hub is operational reporting software and a project management tool with a client portal. Start with the question you are trying to answer.
Upload the export you already have and share a live view.
Let customers follow projects and comment in a private portal.
Drag-and-drop boards with team notes and client comments.
By link, access code or embed. See who viewed it.
Call volume, cost and outcomes on live dashboards.
Your logo and colors, a separate space for every client.
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Tell us a little about your business and what you want to report on. We’ll be in touch to set up a walkthrough built around your own kind of data.