✨ Powered by Claude AI
Your spreadsheet.
Individual reports.
In minutes.
Upload any CSV or Excel file. Generate a personalised PDF for every person — then email them all individually straight from the app. No mail merge. No manual work.
Free to use · No sign-up needed
📄 Personalised PDFs
✉️ Bulk email sending
⚡ Unlimited records
⚠️ Smart flagging
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
05
✉️
Email everyone individually
Send each person their own personalised report by email — directly from ReportForge. One spreadsheet, one click per person, or send them all.
Gmail · Outlook · Any mail app
✉️
Send one personalised email to every person in your spreadsheet
Upload your list, generate a personalised report for each person, then email them individually — all from one place. Perfect for sending individual letters, notices, or updates to hundreds of people at once. Works with Gmail, Outlook, and any default mail app.
✓ One email per person, fully personalised
✓ PDF report attached automatically
✓ Works with Gmail, Outlook & more
✓ Unlimited recipients — no extra cost
1
Upload Your Data
📊
Select your spreadsheet
Click the button or drag and drop your file
No file selected yet
Enter each person's First Name and Last Name (required). Middle Initial is optional — only add it if they have one. Use ＋ Add field on each card to include extra data (e.g. ID, grade, device) that will be used in the report.
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
Choose your industry — then pick a template:
🏫 Education templates 19 templates
👥 HR & Business templates 12 templates
🏗️ Construction templates 11 templates
🏥 Healthcare templates 10 templates
⚖️ Legal templates 9 templates
🏠 Real Estate templates 10 templates
🤝 Non-Profit templates 9 templates
💪 Fitness & Wellness templates 9 templates
📄 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 report
Supports .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
All generated reports will be written in this language.
Or manually pick individual columns below:
Dark = included in this report. Use the focus buttons above to quickly select by category.
🧠
Additional Instructions — optional
Give the AI specific rules for every report — tone, structure, what to include or omit.
Quick add:
🚩
Flag These Values — optional
Enter values to highlight in reports — one per line. Flagged items appear in amber.
⚠️ FLAG MODE
<80 — flag values below 80
>=95 — flag values 95 or above
Smith — flag by name or ID
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.
🔒 Mark as Private & Confidential
Adds a security header — ideal for passwords, sensitive data, or private reports
📧 The email will open with a 🔒 PRIVATE & CONFIDENTIAL header, the password and hint shown clearly at the top, followed by the report. Easy to read — no codes.
🔐 Truly Secure — Recommended
Copy the report to your clipboard, then paste it into one of these tools. The recipient gets a self-destructing password-protected link — the report never travels in the email.
✅ Report copied! Now paste it into the tool that just opened.
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
in minutes
A step-by-step walkthrough — from importing data to downloading polished PDFs.
① Import
② Template
③ Configure
④ 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 clearlyUse "Maths Grade" not "Col3" — AI reads header names to understand your data.
📐
More data = richer reportsInclude grades, attendance %, notes, comments — the AI uses all of it.
🔁
Iterate freelyNot happy? Tweak the template description and regenerate — it's instant.
🔒
Your data stays privateNothing 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?
📄
ReportForge
User Guide
🚀 ReportForge · Complete User Guide
Turn your data into
beautiful reports — fast
Step-by-step walkthrough. No spreadsheet skills needed. Just upload, describe, and let AI do the rest.
1
📥 Import data2
✍️ Pick template3
⚙️ Configure4
⚡ Generate5
✉️ Email & Download
🎬 Watch First
See ReportForge in action
Watch the full walkthrough — from upload to PDF in under 4 minutes.
▶
ReportForge — Full Walkthrough
Upload · Generate · Email · Download — everything in one video
▶ Watch the Guide Video
Opens in new tab
1
Step One
📥 Get your data in
Two ways to bring in your people. Pick whichever suits you.
📊
📊
Option A — Bulk Upload
Upload a CSV or Excel file (.xlsx/.xls). Each row becomes one report. Row 1 must be column headers.
✓ Best for 2+ people
👤
👤
Option B — Manual Entry
Click the Manual Entry tab and type names directly. Add as many people as you like.
✓ Best for 1–10 people
A
Prepare your spreadsheet
Row 1 must be column headers like First Name, Last Name, Grade, Attendance %. Each row below is one person. Save as .xlsx or .csv.
💡 No limit on rows or columnsB
Click "Choose File" or drag & drop
Drop your file onto the upload zone or click to browse. ReportForge reads it instantly — nothing is sent to any server.
C
Check the data preview
A table shows the first rows of your file. Verify your columns look right, then continue to Step 2.
📝
Manual Entry tips
First name + last name are required. Use + Add field inside each person's card to include extra data like Score, Teacher, or Device — the more detail you add, the richer the report.
2
Step Two
✍️ Choose what to write
Pick from 20+ ready-made templates or describe exactly what you need — AI builds it in seconds.
1
Pick a quick-start template
Scroll the template buttons — Academic Progress, Attendance Letter, Behaviour Report, Device Contract, and more. Click one to load it.
💡 You can edit the description after clicking2
Or write your own in plain English
Clear the box and describe what you need: "Write a friendly end-of-term letter to parents highlighting attendance and top subject."
3
Click "Build My Template"
AI reads your columns and description, then generates a reusable template in seconds. A preview appears below.
4
Review, edit, then click "Use this template →"
The template is fully editable. Tweak anything, then click the blue button to lock it in and move to Step 3.
💡 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 — AI reverse-engineers a template that matches its structure and tone.
🎯
Use column focus buttons
Buttons like Grades, Attendance, Behaviour auto-select the most relevant columns so AI focuses on what matters.
3
Step Three
⚙️ Set up your report
A few quick settings — names, branding, and columns. Takes less than a minute.
1
Select the Name column
Use the Name Column dropdown to tell ReportForge which column holds each person's full 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 and your school or company name.
3
Upload your logo (optional but 🔥 recommended)
Choose any PNG, JPG, or GIF. It appears full-width at the top of every PDF as a professional letterhead. Skip it and your org name appears instead.
💡 Wide banner image (900×150px+) looks best4
Choose columns to include
Toggle individual columns on/off in the chip panel, or use group buttons (Grades, Attendance, etc.) to quickly select related ones.
5
Add extra instructions or flags (optional)
Type AI writing rules in the Instructions box — e.g. "Always end with encouragement". Add flag: Bobo on a new line to highlight any report containing that value in amber.
4
Step Four
⚡ Generate & download
Hit the big green button and watch personalised reports appear one by one. Then download or email them.
1
Click "⚡ Generate All Reports"
ReportForge sends each row of data + your template to AI, one at a time. Reports appear as cards the moment each one is ready. A progress bar keeps you updated.
2
Download individual PDFs
Each report card has a ⬇ PDF button. Instantly downloads that person's report as a beautifully formatted Letter-size 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 bundle into a ZIP and download in one click.
💡 Each PDF is automatically named after the person4
✉️ Email reports — one per person
Every card has an Email button. Click it, choose Gmail / Outlook / your mail app — the email opens pre-filled with the report. Use Email All at the top to batch-open all emails at once.
💡 Every person gets their own individual, personalised email5
Retry any failures
If the AI is briefly busy, a ↻ Retry Failed button appears. It re-attempts only the failed ones — not everything.
✉️
How to email everyone on your spreadsheet
- Upload your spreadsheet and generate all reports as normal.
- Click ✉️ Email on any individual card to email that one person.
- Choose Gmail, Outlook, or your default mail app — the email opens pre-filled.
- To send to everyone, click ✉️ Email All at the top of the results.
- Review and send — every person gets their own individual, personalised report.
✓ Gmail✓ Outlook✓ Apple Mail✓ Any mail app✓ No login needed
💡
Pro Tips
Get the best results
🏷️
Name your columns clearly
Use Maths Grade not Col3. AI reads column names to understand what data it's working with.
📐
More data = richer reports
Include subject grades, attendance %, behaviour notes, teacher comments — AI uses all of it.
🎨
Use a wide logo banner
Landscape orientation, 900px+ wide. Creates the most professional letterhead look on every PDF.
🔁
Iterate on the template
Not happy? Tweak the description or edit the template text, then regenerate. It's instant.
⚠️
Use the flag feature
Type
flag: Smith in the instructions box. Any report with that value gets highlighted in amber.🔒
Your data stays private
Nothing stored on any server. Your spreadsheet lives in your browser only, gone 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 processes 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.
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 appears full-width at the top of every PDF. If no logo is uploaded, the organisation name and date appear instead.
What if a report fails to generate? ▼
Failures happen when the AI service is briefly busy. A Retry Failed button appears automatically — click it and ReportForge retries only the failed ones.
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 memory and disappear when 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". Regenerate as many times as you want.
How do I email reports? ▼
Each report card has an ✉️ Email button. Click it, choose Gmail, Outlook, or your default mail app, and the email opens pre-filled with the report. Use "Email All" at the top to open all emails at once. Works with any mail app — no login required.
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.
Your Message
Submit a message to see your question here.
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⚡
ReportForge
✦ AI-Powered Report Generator
Stop Writing
Reports & Emails.
Generate Them.
Reports & Emails.
Generate Them.
ReportForge turns your spreadsheet into polished, personalised reports in seconds — for every student, client, or employee at once.
📊
student_data.xlsx
142 students · 8 columns
✓ Ready
⚡ Generating…
142/142
SJ
Sarah Johnson
A · 97% · Maths: 94%
✓
JW
James Williams
C+ · 78% · Maths: 61%
⚑
ED
Emma Davis
A+ · 100% · Maths: 99%
✓
10×
Faster than manual
100%
Personalised
0min
Setup needed
📊 Upload any spreadsheet
🤖 AI writes each report
📄 Download as PDF
📧 Email directly
🚩 Auto-flag key values
🔒 Secure & private
★ Loved by educators & teams
★★★★★
"What used to take my entire Friday afternoon now takes 4 minutes. My parents actually read the reports now."
SM
Sarah M.
Middle School Teacher
★★★★★
"Generated 240 client progress reports in under 10 minutes. The flagging feature alone is worth it."
DJ
David J.
Operations Manager
★★★★★
"I used to dread end-of-semester reports. Now I look forward to them. A genuine game-changer."
LR
Lisa R.
High School Counselor
★★★★★
"Personalised summaries to 180 staff. Used to take a week — now it's one afternoon."
TK
Tara K.
HR Director
© 2026 PR Record LLC. All rights reserved.
⚡
ReportForge
Sign in to start generating personalised reports in minutes.
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1
Upload spreadsheet
Drop any .xlsx or .csv — every column read automatically.
2
Describe your report
One-line instruction or pick from 21 built-in templates.
3
Generate all reports
AI writes a personalised report for every row in minutes.
4
Download or email
Export PDFs or ZIP. Email via Gmail, Outlook, Yahoo & more.
🤖
ReportForge AI
Ask me anything
⚡
Hi! 👋 Ask me anything about ReportForge — features, pricing, or how to get started!
© 2025 PR Record LLC. All rights reserved.
300+
Reports per batch
10×
Faster than manual
21
Built-in templates
free
To get started
✓ No credit card needed
✓ Data stays private
✓ Works instantly