Upload any CSV or Excel export. Describe what you need. Download a polished, personalised PDF for every single person — automatically.
Free to use · No sign-up needed
student_data.xlsx — 28 records
Sarah JohnsonA · 97% attendance
James WilliamsC+ · 78% attendance
Emma DavisA+ · 100% attendance
Liam CarterB · 92% attendance
⚡ Generating reports… 19 / 28
01
📤
Upload your data
Drop in your CSV or Excel export from any system. Every column is read automatically — no setup needed.
CSV · XLSX · XLS
02
✨
Describe your report
Tell the AI what you need in plain English — or pick a quick example. It builds a perfect template from your columns.
100% AI-built
03
⚙️
Configure the output
Choose columns, set the writing tone, add your organisation name, and any special instructions.
Fully flexible
04
📄
Download your PDFs
A unique, personalised report is written for every person. Download one at a time or all at once.
Unlimited records
1
Upload Your Data
📊
Select your spreadsheet
Click the button or drag and drop your file
No file selected yet
Add one or more people manually. First name is required per person — all other fields are optional.
0 people added
👁️ Data Preview
✅ file.csv
0 records
0 columns
2
Describe Your Report
✨ AI Report Builder
✨
What kind of report do you need?
Describe what you need, upload an existing report to match its style, or pick a quick example. AI does the rest.
📋 Your columns:upload a file first
Quick examples — click one to try it:
📄 How this works
Upload a sample report you've already written. The AI will study its structure, tone, style and format, then use your spreadsheet data to reproduce it for everyone else — automatically.
📄
Upload your sample reportSupports .txt, .pdf text, .docx content — or paste text below
Analysing and building your template…
✅ Template Generated
Edit freely before using
3
Configure Your Output
⚙️ Report Settings
✅ Template ready: None selected
Which column holds each person's name?
🖼️
Click to upload your logo or letterhead
PNG, JPG or GIF — full-width banner recommended
Or manually pick individual columns below:
Dark = included in this report. Use the focus buttons above to quickly select by category.
Starting…
4
Your Reports
📄 Generated Reports
Generating reports…0 / 0
0 reports ready
⭐ Customer Reviews
Loved by teams everywhere
See what educators and admins are saying about ReportForge.
★★★★★
5.0
from 40+ reviews
★★★★★
"ReportForge cut our end-of-term report process from three days to under two hours. The templates are spot-on and the PDFs look completely professional."
S
Sarah M.
Head of Year · Westbridge Academy
★★★★★
"I used to dread attendance letters. Now I upload my spreadsheet, click generate, and have 200 personalised letters ready before lunch. Absolute game changer."
D
Daniel R.
Operations Manager · Hillside School
★★★★★
"The custom logo upload is brilliant — every PDF looks like it came from our own design team. Our parents are genuinely impressed with how polished the reports are."
A
Amara K.
Principal · Northfield Charter School
★★★★★
"We use it for device contracts and Chromebook agreements across 600 students. What used to take a full week now takes one afternoon. Couldn't run our IT department without it."
J
James T.
IT Director · Lakewood Unified
★★★★★
"As a SENCO the SEND and IEP templates are perfect — detailed, compassionate, and fully personalised for each child. It's saved me hours every single week."
P
Priya L.
SENCO · St. Catherine's Primary
✉️ Send Report by Email
Enter the recipient email. The report will open in your email client, ready to review and send.
Open with:
Opens your email client with the report pre-filled. Review and send.
❓ Help Centre
Getting Started
What file types can I upload? ▼
ReportForge accepts CSV (.csv), Excel (.xlsx), and older Excel (.xls) files. Export your spreadsheet from Google Sheets, Excel, or any school management system and upload it directly.
How do I prepare my spreadsheet? ▼
Make sure your spreadsheet has a header row as the first row (e.g. First Name, Last Name, Grade). Each following row should be one person. There is no limit on columns — ReportForge reads them all automatically.
How many reports can I generate at once? ▼
There is no limit — ReportForge will process every row in your spreadsheet. For very large batches (500+ records), the generation will take longer and the API may occasionally need to retry. The progress bar keeps you updated as it runs.
Templates
What are the quick example templates? ▼
There are 20+ pre-built templates covering academic reports, attendance letters, behaviour reports, device contracts, Chromebook agreements, safeguarding logs, SEND updates, and more. Click any button to instantly load that template description.
Can I write my own custom template? ▼
Yes. In the Build Your Template section, type exactly what you want in the text box. Describe the report style, what to include, and how formal the tone should be. The AI will follow your instructions precisely.
What are the column focus buttons? ▼
After uploading, the Configure step shows smart focus buttons like Grades, Attendance, Behaviour. Clicking one selects only the columns relevant to that report type. This keeps the AI focused and the reports accurate.
Output & Download
How do I download the reports? ▼
Once generated, each report card has a PDF button to download individually. The Download All as PDF button at the top downloads every report in one go as a combined PDF file.
How does the email feature work? ▼
Click the Email button on any report card to open the email modal. Enter the recipient address, add an optional message, then choose Gmail, Outlook, or your default mail app. The report is pre-filled in the email — you just review and hit send.
Some reports failed — what do I do? ▼
If the API is busy or overloaded, some reports may fail. A Retry Failed button appears automatically. Click it to re-run only the failed reports. The system will wait longer between retries to give the API time to recover.
Privacy & Data
Where is my data stored? ▼
Nowhere permanently. Your spreadsheet is read in your browser only. Generated reports live in browser memory and are gone when you close or refresh the page. Cloudflare only serves the app file — it never sees your data. The AI processes each report and forgets it immediately.
Is student data sent to any third party? ▼
The report text (names and data from your columns) is sent to the Anthropic Claude API to generate each report. Anthropic does not store or train on API data per their privacy policy. No data is sent to any other service.
Device & Chromebook Templates
What columns do I need for the Chromebook agreement? ▼
Your spreadsheet needs: Scholar First Name, Scholar Last Name, Grade, Crew Teacher, and Date. Each row will generate a personalised signed agreement with the scholar name in the opening paragraph and signature lines at the bottom. Column names can vary — just make sure your template description matches your column headers.
What columns do I need for the Chromebook distribution checklist? ▼
Use: Scholar First Name, Scholar Last Name, Asset Tag Number, Grade, Date Issued, Charger Received (Yes/No), Staff Initials. Each report will show a 7-item device condition checklist with the results filled in from your data.
📄 ReportForge · User Guide
How to generate perfect reports in minutes
A step-by-step walkthrough — from importing data to downloading polished PDFs.
① Import② Template③ Configure④ Generate
Step 1
Import your data
📊
Bulk Upload
Upload a CSV or Excel file. Row 1 = column headers, each row below = one person. No row limit.
👤
Manual Entry
Click the Manual Entry tab, fill in names and details, hit + Add person for each additional person.
A
Prepare your file — make sure row 1 has descriptive headers like First Name, Last Name, Grade, Attendance %.
B
Click "Choose File" or drag & drop onto the upload zone. ReportForge reads it instantly in your browser.
C
Check the preview table — verify columns and data look right before continuing.
💡 Manual entry tip: First Name is the only required field. Add as many optional fields as you like — more detail means a richer report. Use + Add field inside each person's card for custom data.
Step 2
Choose a template
1
Pick a quick-start template — click any of the 20+ buttons (Academic Report, Attendance Letter, Device Contract, etc.) to load its description.
2
Or write your own — clear the box and describe what you need in plain English, e.g. "A friendly letter to parents about attendance and top subject."
3
Click "Build My Template" — AI reads your column names and description, then generates a reusable template in seconds.
4
Review and click "Use this template → Step 3" — edit the template text directly if needed. When happy, click the button to lock it in.
💡 Switch to the Upload Sample tab to paste or upload an existing report — AI will reverse-engineer a template matching its exact structure and tone.
Step 3
Configure your report
1
Select the Name column — tell ReportForge which column holds each person's name. Used as the report heading and file name.
2
Add a report title & organisation name — these appear at the top of every PDF, e.g. End of Year Report — Summer 2025.
3
Upload your logo (optional) — click the logo area and pick a PNG/JPG/GIF. It appears full-width at the top of every PDF as a professional letterhead.
4
Choose columns to include — toggle chips on/off, or use group buttons (Grades, Attendance, Behaviour) to quickly select relevant columns.
5
Add extra instructions (optional) — e.g. "Flag anyone with attendance below 80%" or "Always recommend a next review date."
💡 A wide landscape logo (900px+ wide) creates the most professional letterhead look across all PDFs.
Step 4
Generate & download
1
Click "⚡ Generate All Reports" — AI writes each report one by one. A progress bar tracks progress. Reports appear as cards the moment each is ready.
2
Download individual PDFs — click the ⬇ PDF button on any card to download that person's report instantly.
3
Download all at once — click ⬇ Download All PDFs at the top of the output section to get every report in a ZIP file.
4
Email reports — click ✉️ Email on any card to open your mail app with the report pre-attached and subject line filled in.
5
Retry failures — if any reports fail, click ↻ Retry Failed to re-run only those. No need to redo everything.
Tips
Get the best results
🏷️
Name columns clearly Use "Maths Grade" not "Col3" — AI reads header names to understand your data.
📐
More data = richer reports Include grades, attendance %, notes, comments — the AI uses all of it.
🔁
Iterate freely Not happy? Tweak the template description and regenerate — it's instant.
🔒
Your data stays private Nothing is stored on any server. Everything lives in your browser tab only.
Hi! I'm the ReportForge assistant. Ask me anything about uploading files, building templates, generating PDFs, or anything else. How can I help?
ReportForgeUser Guide
📄 ReportForge · User Guide
How to generate perfect reports in minutes
A step-by-step walkthrough for turning your data into polished, personalised PDFs — no spreadsheet skills required.
1
Import your data
2
Choose a template
3
Configure settings
4
Download PDFs
📥
Step 1 · Import
Get your data in
Choose how you want to bring in the people you need reports for. You have two options.
📊
Option A — Bulk Upload
Upload a CSV or Excel file (.xlsx/.xls). Each row becomes one report. Your first row must be column headers (e.g. First Name, Last Name, Grade).
✓ Best for 2+ people
👤
Option B — Manual Entry
Click the Manual Entry tab and type in details directly. Add as many people as you like with the + Add person button.
✓ Best for 1–10 people
A
Prepare your spreadsheet
Open Excel or Google Sheets. Make sure row 1 has column headers like First Name, Last Name, Class, Grade, Attendance %. Each row below is one person. Save as .xlsx or export as .csv.
💡 No limit on number of rows or columns
B
Click "Choose File" or drag & drop
Drop your file onto the upload zone or click the blue button to browse. ReportForge reads it instantly — no uploading to any server.
C
Check the data preview
A table appears showing the first rows of your file. Verify the columns and data look right before moving on.
📝
Manual Entry tips
First Name is the only required field per person. Fill in as many other fields as you like — the more detail you provide, the richer and more personalised each report will be. Use + Add field inside a person's card to add any custom data (e.g. "Score → 92%", "Teacher → Ms Johnson").
✍️
Step 2 · Template
Choose what to write
Pick from 20+ ready-made templates or describe exactly what you need and let AI build one for you.
1
Pick a quick-start template
Scroll through the template buttons — things like Academic Progress Report, Attendance Letter, Behaviour Report, Device Contract, and more. Click one to load its description into the box.
💡 You can edit the description after clicking
2
Or describe your own report
Clear the description box and write what you need in plain English. For example: "Write a friendly end-of-term letter to parents highlighting attendance and top subject."
3
Click "Build My Template"
AI reads your column names and the description, then generates a reusable template in seconds. You'll see a preview of it below the button.
4
Review and click "Use this template → Step 3"
Read the template preview. You can edit it directly in the text box if anything needs tweaking. When happy, click the blue button to lock it in and move to Step 3.
💡 You can also upload a sample report to match its style exactly
📄
Match a sample report
Switch to the Upload Sample tab. Upload or paste an existing report and AI will reverse-engineer a template that matches its structure and tone exactly.
🎯
Use column focus buttons
Buttons like Grades, Attendance, Behaviour auto-select the most relevant columns from your spreadsheet so the AI focuses on what matters.
⚙️
Step 3 · Configure
Set up your report
A few quick settings before generating. This is where your branding goes in.
1
Select the Name column
Use the Name Column dropdown to tell ReportForge which column holds each person's full name. This is used as the report heading and file name.
2
Add a report title & organisation name
These appear at the top of every PDF. For example: End of Year Report — Summer 2025 and your company or school name.
3
Upload your logo (optional but recommended)
Click the logo upload area and choose a PNG, JPG, or GIF. Your logo will appear full-width at the top of every PDF as a professional letterhead. If you skip this, the report title and organisation name appear instead.
💡 A wide banner image (e.g. 900×150px) works best
4
Choose columns to include
The chip panel shows all your columns. Toggle individual ones on or off, or use the group buttons (Grades, Attendance, etc.) to quickly select related columns.
5
Add any extra instructions (optional)
Use the Additional Instructions box to give AI specific guidance applied to every report — e.g. "Flag anyone with attendance below 80%" or "Always recommend a next review date."
⚡
Step 4 · Generate & Download
Get your reports
Hit generate and watch your reports appear one by one. Then download, email, or copy them.
1
Click "⚡ Generate All Reports"
ReportForge sends each row of data to AI along with your template, one at a time. A progress bar shows how many are done. Reports appear as cards the moment each one is ready.
2
Download individual PDFs
Each report card has a ⬇ PDF button. Click it to instantly download that person's report as a beautifully formatted PDF with your logo at the top.
3
Or download everything at once
Click ⬇ Download All PDFs at the top of the output section. All reports are bundled into a ZIP file and downloaded in one click.
💡 Each PDF is named after the person automatically
4
Email reports directly
Each card has an ✉️ Email button. Click it to open your mail app (Gmail, Outlook, or default) with the report pre-attached and a subject line filled in.
5
Retry any failures
If the AI is briefly busy and a report fails, a ↻ Retry Failed button appears. Click it and ReportForge will re-attempt only the ones that didn't complete.
💡
Pro Tips
Get the best results
🏷️
Name your columns clearly
Use descriptive headers like Maths Grade instead of Col3. AI reads column names to understand what data it's working with.
📐
More data = richer reports
Include as many relevant columns as possible — subject grades, attendance %, behaviour notes, teacher comments. The AI uses all of it.
🎨
Use a wide logo image
A full-width letterhead banner (landscape orientation, at least 900px wide) creates the most professional look across all generated PDFs.
🔁
Iterate on the template
Not happy with the output? Go back, tweak the template description or edit the template text directly, then regenerate. It's instant.
📝
Add extra instructions
The Additional Instructions box is powerful — use it to set rules like tone, what to flag, what to omit, or specific phrases to always include.
🔒
Your data stays private
Nothing is stored on any server. Your spreadsheet is read in your browser only. Reports live in memory and disappear when you close the tab.
❓
FAQ
Common questions
What file types can I upload? ▼
CSV (.csv), Excel (.xlsx), and older Excel (.xls) files. Export from Google Sheets, Microsoft Excel, or any school or HR system and upload directly.
Is there a limit on how many reports I can generate? ▼
No limit. ReportForge will process every row in your spreadsheet. For very large batches (500+ records) it takes longer, but there's no cap. The progress bar keeps you updated throughout.
Can I use my own logo on the PDFs? ▼
Yes. In Step 3 (Report Settings), click the logo upload area and choose any PNG, JPG, or GIF. It will appear full-width at the top of every PDF you generate. If no logo is uploaded, the organisation name and date appear instead.
What if a report fails to generate? ▼
Failures usually happen when the AI service is briefly busy. A Retry Failed button appears automatically — click it and ReportForge retries only the failed ones, not all of them.
Where is my data stored? ▼
Nowhere permanently. Your spreadsheet is read in your browser only and never uploaded to any server. Generated reports live in browser memory and disappear the moment you close or refresh the page.
Can I edit the AI-generated template? ▼
Yes. After clicking "Build My Template", the result appears in an editable text box. Make any changes you like before clicking "Use this template". You can also regenerate as many times as you want.
How do I start over with a new file? ▼
Click the ↩ Upload different file or 🗑 Clear All button at the top of the data preview section. This resets everything back to Step 1.