✨ 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

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Upload your data

Drop in your CSV or Excel export from any system. Every column is read automatically — no setup needed.

CSV · XLSX · XLS

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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

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Configure the output

Choose columns, set the writing tone, add your organisation name, and any special instructions.

Fully flexible

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Download your PDFs

A unique, personalised report is written for every person. Download one at a time or all at once.

Unlimited records

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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. Works with Gmail, Outlook, and any mail app.

Gmail · Outlook · Any mail app

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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

Upload Your Data

📊

Select your spreadsheet

Click the button or drag and drop your file

No file selected yet

✨ 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:

Describe your report:

Analysing and building your template…

✅ Template Generated Edit freely before using

Step One

📥 Get your data in

Two ways to bring in your people. Pick whichever suits you.

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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

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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

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 columns

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.

Check the data preview

A table shows the first rows of your file. Verify your columns look right, then continue to Step 2.

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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.

Step Two

✍️ Choose what to write

Pick from 20+ ready-made templates or describe exactly what you need — AI builds it in seconds.

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 clicking

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."

Click "Build My Template"

AI reads your columns and description, then generates a reusable template in seconds. A preview appears below.

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

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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.

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Use column focus buttons

Buttons like Grades, Attendance, Behaviour auto-select the most relevant columns so AI focuses on what matters.

Step Three

⚙️ Set up your report

A few quick settings — names, branding, and columns. Takes less than a minute.

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.

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.

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 best

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.

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.

Step Four

⚡ Generate & download

Hit the big green button and watch personalised reports appear one by one. Then download or email them.

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.

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.

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 person

✉️ 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 email

Retry any failures

If the AI is briefly busy, a ↻ Retry Failed button appears. It re-attempts only the failed ones — not everything.

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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

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Pro Tips

Get the best results

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Name your columns clearly

Use Maths Grade not Col3. AI reads column names to understand what data it's working with.

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More data = richer reports

Include subject grades, attendance %, behaviour notes, teacher comments — AI uses all of it.

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Use a wide logo banner

Landscape orientation, 900px+ wide. Creates the most professional letterhead look on every PDF.

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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.

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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 spreadsheet.
Individual reports.
In minutes.

What kind of report do you need?

✉️ Send Report by Email

❓ Help Centre

Turn your data into
beautiful reports — fast

Your spreadsheet.Individual reports.In minutes.

What kind of report do you need?

✉️ Send Report by Email

❓ Help Centre

Turn your data intobeautiful reports — fast

Your spreadsheet.
Individual reports.
In minutes.

Turn your data into
beautiful reports — fast