Generate detailed reports, customize templates, and streamline insights for your business needs with a no-code report builder solution


Pick only the views and workflows your reporting process requires. Update and adapt your monthly report generator as your needs change—no code needed.
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your reports.
Empower teams with personalized dashboards and automated monthly reports. Set secure logins, user roles, and permissions in minutes—no IT needed.
Assign different access levels for finance, sales, or leadership—each sees only their relevant data and reports.
Assign different access levels for finance, sales, or leadership—each sees only their relevant data and reports.
Connect with tools like Make, Zapier, or N8N to schedule monthly report generation and delivery automatically.
View and share dashboards or reports from any device. Everything is mobile-ready out of the box.
Let users access reports securely using Google, email, or SSO logins—no IT tickets needed.
Keep confidential data safe. Softr is SOC2 and GDPR compliant, with robust access controls for every report.
Ask AI questions about monthly reports and get instant answers or insights—right inside your Softr dashboard or portal.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Build your monthly report dashboard in minutes with drag-and-drop blocks and templates.
Add charts, data sources, or filters as your reporting needs change—no rebuild required.
Manage reports, dashboards, and team access in one place—no extra tools or logins needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A monthly report generator is a secure online tool that allows you to create, share, and manage all your recurring reports in one place. Team members or stakeholders can log in to view the latest reports, download files, and track key metrics each month. This eliminates the need for time-consuming email threads or manual sharing, making your reporting process more organized and efficient.
Softr makes it easy to set up a monthly report generator that fits your team’s workflow. You can connect existing data sources—like Airtable, Notion, Google Sheets, or SQL—and build a platform where users can log in, access current and historical reports, and download key documents, all from one dashboard.
No coding is required. You can start with a template or design your own, customize the layout, control who sees what, and brand it to match your organization. This makes it quick to deploy, simple to maintain, and flexible enough to evolve with your reporting needs.
You can include a variety of features based on how you want your monthly report process to work. Common options include:
\- User logins – so each stakeholder can access their own relevant reports
\- Custom dashboards – to display KPIs, charts, or summary data
\- File uploads and downloads – for sharing monthly reports and supporting documents securely
\- Search and filters – to help users quickly find specific reports or data
\- Tables, lists, and detail views – to organize reports by month, project, or department
\- Notifications or status updates – to let stakeholders know when new reports are available
\- Charts and graphs – to visualize trends and performance metrics
\- Permissions and roles – so different users only access what’s relevant to them
All these features are built using Softr’s drag-and-drop blocks, so you can set up your monthly report generator without coding. If your process changes, it’s easy to update the platform at any time.
No coding is required. You can build your monthly report generator entirely with Softr’s visual editor. Everything from the design to user access controls can be set up without writing a single line of code.
Yes. You can manage multiple clients or teams within a single monthly report generator. Each user only sees the reports and data assigned to them, based on their login and role. This is especially helpful if you’re generating monthly reports for different stakeholders or departments and want to keep their information separate and secure.
Softr supports a wide range of data sources to help you generate your monthly reports. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to bring in data from additional sources.
You’re not limited to just one data source. You can integrate multiple sources into your monthly report generator and display them together. Most sources support real-time, two-way sync, so updates in your app or data source are reflected automatically in your reports.
Yes, Softr gives you full control over how users experience your monthly report generator. You can customize the layout, navigation, and content to match your brand and reporting workflows. Each page or section can be shown or hidden based on who’s logged in, so each stakeholder sees only the reports that are relevant to them.
You can also set up different user roles—like viewer, editor, or admin—and define exactly what each type of user can access or modify. For instance, clients might see only their own monthly reports, while internal team members can manage all report data. You can also create personalized report views by filtering data based on the logged-in user.
This customization helps keep the experience tailored, clean, and secure for each user of your monthly report generator.
Yes, you can. You don’t need to have existing data elsewhere to start building your monthly report generator with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and integrate perfectly with your report generator.
If you already store data for your reports in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have complete control over how your reporting data is structured and displayed.
Yes, you can fully white-label your monthly report generator in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your reporting tool look and feel like a seamless extension of your organization. You can also remove all Softr branding, so users only see your company’s identity throughout the monthly report experience.
Absolutely! Softr gives you extensive control over the design and layout of your monthly report generator. You can adjust your colors, fonts, spacing, and page structure to match your organization’s style. You can also decide how each report page is arranged, which blocks are used, and tailor the experience for different user roles.
To present your data, you can add a variety of blocks based on your reporting needs:
\- Table blocks – for displaying structured data like monthly performance metrics or financial summaries
\- List or Card blocks – to highlight team achievements, key updates, or featured insights
\- Detail View – for an in-depth look at a specific report or metric
\- Forms – for feedback or data collection from report viewers
\- Charts – to visualize trends and comparisons
\- Calendar blocks – to show important deadlines or upcoming events
If you need to update your content or design later, you can easily make changes directly in the visual builder.
Softr is designed with data security as a top priority. All information in your monthly report generator is encrypted both during transmission (TLS) and while at rest, and your reports are hosted on secure, reliable infrastructure. You have full control over who can access or modify your monthly reports by setting role-based permissions, managing users within your data source, applying page visibility rules, and global restrictions to safeguard sensitive information.
If your monthly reports are connected to external sources like Airtable, Notion, or SQL, Softr displays data in real time without storing it, respecting your access settings. You’re always in charge of your data and who can view or edit reports.
Softr also follows industry-standard practices for authentication, access control, and ongoing platform monitoring to keep your reports and data safe.
You can start creating your monthly report generator for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and it supports popular data sources like Softr Databases, Airtable, Google Sheets, and more.
If your monthly report generator requires additional users or advanced features, you can explore their paid plans for more capabilities and expanded support: <http://softr.io/pricing>
Softr stands out by making it simple to build fully functional, user-facing tools—like monthly report generators—without needing to write any code or rely on developers. Its strength lies in how quickly you can move from concept to a live app, and how seamlessly it connects to your data sources.
While some no-code platforms focus on mobile apps (like Glide) or are aimed at developers (like Retool), Softr is designed for non-technical teams who want granular control over layout, user experience, and permissions. You can build your monthly report generator on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and offer a secure, branded experience to your stakeholders.
Everything, from content and design to user access, is customizable in a visual interface. Built-in features like user roles, forms, conditional logic, and robust API support mean you can launch a polished report generator without needing to stitch together multiple tools.
Yes! Softr offers a wide range of integrations so you can connect your monthly report generator with other parts of your workflow. You can automate tasks and sync data with tools like Zapier, Make, and N8N, or connect to services like Slack for notifications. Softr also supports REST APIs and webhooks for more advanced automation.
Whether you need to send reports to another system, trigger notifications when a new report is published, or pull data from external sources, it’s easy to set up these integrations—no coding required.