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Sourcetable’s automated reporting lets you build reports that stay current. Connect your data sources, build your analysis, and the reports update automatically — no manual refresh needed.

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How it works

  1. Connect your data — link databases, APIs, or SaaS tools as data sources
  2. Build your analysis — use formulas, pivot tables, charts, and AI analysis
  3. Data refreshes automatically — when the underlying data changes, your reports reflect the latest information

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Creating a report with AI

Ask the AI to help you build reports:
  • “Create a weekly sales report with revenue by region, top products, and trend charts”
  • “Build a dashboard showing key marketing KPIs”
  • “Generate a monthly financial summary with budget vs. actual comparisons”
The AI sets up the formulas, charts, and structure. Connected data sources keep everything current.

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Use cases

  • Executive dashboards — high-level KPIs that update in real time
  • Sales reports — pipeline, revenue, and forecast summaries
  • Marketing reports — campaign performance, CAC, conversion rates
  • Financial reports — budget tracking, P&L, cash flow
  • Operations reports — SLA compliance, throughput, capacity
  • Client reports — share live reports with external stakeholders

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Exporting reports

Export your reports in multiple formats:
  • PDF — formatted reports for sharing
  • XLSX — Excel files for stakeholders who prefer spreadsheets
  • CSV — raw data exports