Dashboard & Reporting

Create a custom monthly report generator without code

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

A user interface displaying a monthly report generator form with input fields, dropdown menus, and a prominent "Generate Report" button.
monthly report generator mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your reporting data in real time

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.

Explore all data sources
Power

Custom dashboards and secure report access.

Empower teams with personalized dashboards and automated monthly reports. Set secure logins, user roles, and permissions in minutes—no IT needed.

Advanced permissions

Assign different access levels for finance, sales, or leadership—each sees only their relevant data and reports.

User groups

Assign different access levels for finance, sales, or leadership—each sees only their relevant data and reports.

Automations

Connect with tools like Make, Zapier, or N8N to schedule monthly report generation and delivery automatically.

Works on any device

View and share dashboards or reports from any device. Everything is mobile-ready out of the box.

Easy, secure logins

Let users access reports securely using Google, email, or SSO logins—no IT tickets needed.

Security

Keep confidential data safe. Softr is SOC2 and GDPR compliant, with robust access controls for every report.

AI Magic

An AI assistant for reports

Ask AI questions about monthly reports and get instant answers or insights—right inside your Softr dashboard or portal.

Why Softr

Why Softr vs other software

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.

UI screenshot of Softr drag-and-drop dashboard setup for building monthly report generator

Easy, fast setup

Build your monthly report dashboard in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add charts, data sources, or filters as your reporting needs change—no rebuild required.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage reports, dashboards, and team access in one place—no extra tools or logins needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom monthly report generator in minutes

Connect to your data in seconds

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.

Customize layout and logic

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.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a monthly report generator?
What are the benefits of building a monthly report generator with Softr?
What types of features can I build into my monthly report generator?
Do I need to know how to code to build a monthly report generator in Softr?
Can I manage multiple clients or teams in the same monthly report generator?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my monthly report generator in Softr, including using my own branding?
Can I customize the design and layout of my monthly report generator?
How secure is my data in Softr apps?
How much does it cost to build a monthly report generator with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your monthly report generator in minutes

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