The reporting platform for automation at scale
ConnectReport handles parameter-driven report automation and delivery on your data sources. Build templates in Excel or with AI, and scale reporting to thousands of documents or recipients – on any schedule.
Trusted by some of the world's most ambitious data teams
150,000+
Reports in production
1M+
Generated and delivered
25%
Of the Fortune 500 reached
What ConnectReport Does
Stop struggling with legacy reporting tools built for yesteryear
Orchestrating complex reporting workflows can be much easier than you think. Experience modern reporting software made for the way that you work.
Your modern data stack doesn't address your reporting requirements because it was never designed to do so. Reporting and document generation haven't caught up, but we have. ConnectReport has focused exclusively on addressing complex reporting requirements that big vendors don’t since 2017.
How It Works
From data source to delivered report in three steps
Define governed connections to your data
Link Snowflake, BigQuery, Databricks, Power BI, Qlik Sense, or any supported connector. Pull from one source or combine many. One-time setup.
Build your template in familiar tools like Excel
Use the ConnectReport Excel add-in to automate the composition of your complex spreadsheets, or leverage our AI agent to build your template in natural language. Slice and dice into many worksheets or many workbooks – all driven from your connected data.
Schedule, deliver, trigger
Schedule tasks. Automate delivery to destinations like email or OneDrive and Sharepoint. Easily define advanced delivery, filtering and sharing parameters – all the way down to the granularity of individual recipients
Core Capabilities
What sets ConnectReport apart
Professional Excel output
Multi-sheet layouts, proper formatting, embedded groupings — not raw data exports.
Customer reporting
External-facing reports to clients and partners, automatically delivered on time.
Reporting operations visibility
Monitor every report across its lifecycle — queued, generating, delivered, or failed.
Built for AI agents
ConnectReport's AI integration lets AI agents configure, generate, and schedule reports through natural language. Deterministic, template-driven output — no hallucinated numbers.
Learn more →Security & Compliance
Enterprise-grade security and deployment flexibility
Security standards
Built to SOC 2 Type II and ISO 27001 standards
Single sign-on (SSO)
Authenticate through your existing identity provider
Encrypted credentials
Data source credentials encrypted at rest
Role-based access control
Control who can build, schedule, and view reports
Deployment options
Cloud multi-tenant or single-process on-premise — your infrastructure, your rules
Audit visibility
Full reporting operations log — track every report generated, delivered, or failed
Use Cases
Built for every stakeholder in the reporting workflow
For BI & Analytics Teams
Automate report generation, bursting, and delivery across your organization. Full visibility into every report as it's built and delivered — what's running, what's complete, what needs attention.
For Business Users
Build and manage your own report templates natively in Excel. Configure bursting, set schedules, and deliver formatted reports — no developer involvement required.
For IT & Security
SSO, encrypted credentials, role-based access control, and flexible deployment. ConnectReport runs on your infrastructure or ours.
Integrations
Connects to the data sources you already use
ConnectReport pulls directly from your existing data infrastructure — one source or many in the same report.
Results
25% of the Fortune 500 receives reports from ConnectReport
150,000+
Reports in production
1M+
Reports generated and delivered across the platform
10x
Faster report generation compared to previous manual process
70 hrs/wk
Reclaimed from manual reporting in a single deployment
Common questions
See ConnectReport in action
See how ConnectReport automates report generation, bursting, and delivery for your organization.
SOC 2 Type II · ISO 27001 · SSO · On-premise or cloud