What you get
- KPI cards, data tables, and metric breakdowns — all formatted
- Branded cover with company name, report period, and logo
- Executive summary and highlights sections built in
- AI populates tables and commentary from your data
- Export as a client-ready or investor-ready PDF in one click
How it works
Share your data
Paste in your metrics, KPIs, or key findings. The AI structures them into the right sections.
AI writes the commentary
Highlights, risks, and next-quarter priorities are drafted for you. Edit to match your voice.
Export and send
Download a client-ready PDF. Send to investors, clients, or the leadership team.
Business report templates
Start from a free template below, or describe your document and the AI document maker writes and designs it for you. You can also use the AI SEO audit report writer.
- Annual Business Review template
A comprehensive year-end business review covering revenue, team growth, product milestones, customer metrics, top wins, key mistakes, and 2025 priorities. Ideal for founders and department heads.
- Campaign Post-Mortem Report template
A structured marketing campaign post-mortem with budget vs actuals, channel performance breakdown, key wins, learnings, and action items for next time.
- Vendor Comparison Report template
A structured vendor evaluation report with a weighted scoring matrix, feature comparison table, 3-year cost comparison, and a final recommendation with justification. Pre-filled with a CRM evaluation example.
- SaaS Metrics Report template
A polished quarterly performance report with KPI cards, MRR/ARR tables, user growth breakdowns, and retention cohorts. Ideal for SaaS founders, investors, and operators.
Business report guides
- How to Write a Campaign Post-Mortem (Sections, Example, and Mistakes)
- How to Write a Competitive Analysis (Step by Step, With an Example)
- How to Write an Annual Business Review (and a Quarterly Business Review)
- B2B PDF Format: Whitepaper vs Report vs Playbook (When to Use Which)
- Whitepaper and Report Design Without a Designer (Typography, Sections, Consistency)
- How to Present a Report or Whitepaper to a Client (Handoff, Walkthrough, Follow-Up)
- Employee Onboarding Checklist: What to Include (With Example)
- How to Make an Event Run Sheet (Run of Show Guide + Example)
Browse all Marketing Report Templates.