ReportBuilder360
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THE PLATFORM

A reporting workspace.
From data to document.

Connect sources, author reusable layouts, and give readers a consistent place to run their reports.

A designer, not a blank canvas.

Start with a wizard or a layout. Bring tables, charts, images, page headers, and reusable sections into one report.

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Connected to your data.

Work with database queries and file-based datasets. Map fields explicitly and review the result before saving.

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Made to leave the screen.

Preview and export reports to PDF, with additional Word and Excel options for different downstream needs.

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Layouts you can reuse.

Combine reusable page structures, headers, footers, images, and grouped records. Keep layout and field binding separate.

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Changes with a history.

Save revisions and review changes. Recovery helps retain unfinished work; permissions decide who can edit or run a report.

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AI, within the workflow.

Use configured AI providers to propose report changes. Review the result and keep control of the saved report. Provider setup is required.

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OUTPUT WITH THE RIGHT EXPECTATIONS

Choose the format
for the job.

Use PDF when page layout matters. Choose data-oriented or editable formats when your reader needs to work with the result.

  • PDF for print-oriented documents
  • Excel data and editable report options
  • Word for editable text and tables
  • Images and exact placement vary by export format
Read the report-design guide →
Report workspaceIllustrative preview
NORTHSTAR / BUSINESS OVERVIEW

Performance, at a glance.

Illustrative report · Synthetic data · H1 2026

Revenue$248,500Illustrative measure
Orders1,284Across all regions
Gross margin32.8%Illustrative measure
Revenue & operating cost
JanFebMarAprMayJun
Illustrative regional performance
RegionRevenueOrdersShare
North$92,40046237.2%
Central$81,60043132.8%
South$74,50039130.0%
Overview   /   Regional detailPDF   Excel   Word
Your data. Your report.Design in the browser. Deliver with context.
ORGANIZATIONS & WORKSPACES

One installation.
Separate organization workspaces.

Give each organization its own accounts, reports, uploads, credentials and AI settings. Platform administrators create, manage or suspend organizations; organization administrators manage their own team.

Direct organization sign-in

Share an organization-specific sign-in link with its team. User accounts belong to that organization.

Discuss your setup

Separate working context

Keep report catalogs, managed files and configuration separate between organizations within the same application service.

Plan your deployment

Platform & organization administration

Manage organization lifecycle centrally while letting organization administrators manage their own users and settings.

Discuss administration
ACCESS & SECURITY

Give the right people
the right reporting access.

Configure access controls to suit your deployment. These are product controls, not a claim of independent security certification.

Roles & report permissions

Use administrator, designer and reader roles alongside report permissions to control who can work with reports.

Evaluate permissions

Controlled configuration

Manage organization connections and credentials separately. Configure HTTPS and backup procedures for your installation.

Review deployment planning
HISTORY & ACCOUNTABILITY

Understand what changed.
Keep the working context.

Use report history and recorded user activity to support review and operational follow-up.

Review before delivery

Inspect data, bindings and the rendered report before saving or sharing the final result.

Explore report examples
BACKUP & ADMINISTRATION

Keep reporting operations
in the workflow.

Use application controls for organization backup and recovery, with an operational plan for the whole installation.

Backup & download

Create organization backups and download them for your retention process.

Plan backups

Installation-wide recovery

Plan separate protection for every organization and the installation configuration, with an encrypted off-server copy.

Read deployment guidance
DESIGN INTO A WORKING TEMPLATE

From a Figma frame
to a report you can bind.

Bring supported design structure into the reporting workflow. Import results depend on the source frame and supported elements.

Bind & review

Assign datasets and fields in the report designer. Check typography, images, layout and export results before using the template.

See sample reports
A CLOSER LOOK

Show the right tools.
To the right people.

These example roles explain the product workflow. Actual access depends on the permissions configured for each report and organization.

Reader example selected

ReportBuilder360ILLUSTRATIVE WORKFLOW
EXAMPLE / READER

Read an authorized report.

A reader uses the reports they are permitted to access.

  • Report viewingAuthorized reports
  • Report designNot granted by reader role
  • User administrationAdministrator only
Synthetic examples · No account or live connection
A CLOSER LOOK

Separate teams.
A clear working context.

Each organization has its own accounts, report catalog, managed files and configuration within the installation.

Northstar team example selected

ReportBuilder360ILLUSTRATIVE WORKFLOW
SYNTHETIC ORGANIZATION / NORTHSTAR

Northstar reporting workspace

A team works with its own reports and configuration.

  • ReportsMonthly performance
  • Sign-inOrganization-specific link
  • AI settingsConfigured for Northstar
Synthetic examples · No account or live connection
MAKE YOUR NEXT REPORT A TURNING POINT

Bring the data.
We’ll explore the possibility.

Book a product conversation sales@reportbuilder360.com