Extensions

Custom Report Template

Your product produces one more report in exactly the layout your readers expect, from data it already holds.

Your readers already know the report they want, but rebuilding it by hand every week or month eats hours. This add-on adds one custom report format to the analytics or growth product you already run. You show us the layout your readers expect, and the product fills it from its own data, with sample figures checked against the source.

Produces the exact report layout your readers expect
Fills it from data the product already holds
Checks sample figures against the source before launch

$1,500 10–20 working days

Choose delivery and add to cart Ask an expert

Blank booklet beside a letterpress composing stick and squared card sheets, a report set in a fixed layout.

What it is

Custom Report Template is an add-on that adds one custom report format to an existing Upmark Labs analytics or growth product. You show us the report your readers want, and we build it as a template the product fills from its own data. Sample figures are checked against the source.

Why businesses buy it

Manual reports are slow, error-prone and the first task to slip when the team is busy. When readers get a different layout each time, they stop trusting the numbers. A template filled by the product delivers the same trusted format every time, freeing the person who used to build it. The written scope covers one report format, filled from data the product already holds, with figures checked against the source and one revision round, so the report is right from the first issue.

Problems this solves

The standard report does not match what your readers want to see

Custom Report Template adds one report format built from an example you show us. The analytics or growth product then fills that template from its own data, in the layout your readers expect.

Someone rebuilds the same report by hand every period

Once the template exists, the product produces the report itself from its records. Nobody has to copy figures into a document or slide each time a report is due.

Readers question figures when they cannot trace the source

Sample figures in the template are checked against the source data before handover. The test report shows those checks, so readers can trust where each number comes from.

Scope card SKU UPM-A0048

Custom Report Template

Everything this build includes, written down before you pay. Choose how you want it, own the code or license it yearly, then the delivery speed and any add-ons.

$1,500 one-time build price

What is included

Channel: As per the parent product
Integrations: As described in the add-on
Knowledge: As per the parent product
Workflows: Adds one custom report format to an existing product
Languages: As per the parent product
Testing: Tested together with the parent product
Revisions: 1 round
Handoff: Written handover report
Support: 14 days after launch

A good fit if

Someone copies figures from your product into another document every week or month.

A board, client or partner expects a report in a specific layout.

The data the report needs is already in the product.

Your product is an Upmark Labs analytics and intelligence build or growth system.

Not the right fit if

You want a scheduled leadership summary rather than a custom layout. Executive Reporting Pack sends one.

You want interactive charts instead of a report document. Analytics Dashboard Add-on adds a dashboard.

The report pulls from several systems the product does not hold. AI Report Automation assembles reports from multiple sources.

Your product is a chatbot, voice agent or workflow automation. This add-on fits analytics and growth products.

How it works

The report is specified. You share an example or sketch, and we agree the sections, figures, charts and commentary it needs.
Data is mapped. Each figure is linked to the data the product already holds, with any gaps flagged early.
The template is built. The product fills it with the latest data in your agreed layout and format.
Sample reports are produced. We generate reports from real data and check every figure against the source.
You review the samples with one revision round, then get documentation and a written walkthrough.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

The order reference of the product producing the report
An example of the report you want, or a sketch of its layout
Who reads the report, and what decisions it supports
Brand rules for the report, such as colors and fonts, if any
One person who approves the sample report

The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Example report and readers identified

Week 1 Sections and figures specified, data mapped

Week 2 Report template built

Week 2 Sample reports generated, figures checked

Week 2 Your review and one revision round

Go-live Template live, walkthrough recorded

Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
Option	Delivery time	Price
Standard	10–20 working days	$1,500

What you receive at handover

One custom report format added to your existing analytics or growth product
Sample figures checked against the source data
Updated documentation explaining each section of the report
A test report, a handoff note and a short written walkthrough

Expected benefits and how to measure them

Can save the time spent rebuilding a report by hand
Helps readers get figures in the layout they already use
Makes reports more consistent from one period to the next

Report preparation time: Ask whoever builds the report to note hours per report before the template and after.
Corrections after sending: Count reports that needed a fix after they went out, before and after launch.
Reports delivered on time: Track whether each report reached readers on its due date over the first quarter.

Before you start: Keep a copy of the current manual report and note how long it takes to prepare. Record any corrections in the last few periods.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

Producing the report uses a small amount of AI model usage if it includes written commentary, billed to your own account. Otherwise running costs are the parent product's as before.

Ask about running costs

Custom requirements

A report that needs data the product does not hold, or several report formats at once, is beyond this add-on. Describe it in the checkout note for a written Change Quote. Larger or bespoke projects go through the Custom AI request form instead.

Request a custom version

Keep it running

Adjusting a section or adding a figure later uses the change hours of the parent product's maintenance, which grows in line with the add-on's price.

Adds $75/mo to maintenance

Covered by the main product's maintenance, which grows by this amount.

How maintenance works

How this compares

	Do it yourself with a SaaS tool	Hire a custom agency	Upmark Labs
Price	Custom report builders often sit on a higher plan	An agency quotes reports as design and data work	Ours is one fixed price, shown before you buy
Layout	Fixed templates with small edits	Depends on the brief	Ours follows the example your readers already expect
Accuracy	Left to you	Set per project	Ours checks sample figures against the source data

Questions about this product

Can the custom report match a layout we already use?

Yes, that is the usual starting point. Share an existing report, a slide or even a sketch, and we build the template to match its sections, figures and order. Where your old layout needs data the product does not hold, we flag it before building rather than leaving a gap.

Which products can take a Custom Report Template?

Analytics and intelligence products and growth systems. Those already hold the data a report needs, such as performance figures or pipeline numbers. Conversational agents and workflow automations do not usually produce reports, so the add-on is not offered for them.

What format is the report delivered in?

The format agreed at intake, from the options the parent product supports, such as a document, a PDF or an email. If your readers need a specific file type, mention it early. Delivery to a new destination the product does not already use may need a Change Quote.

Does the report include written commentary?

It can. If the parent product writes summaries, the template can include a short commentary section explaining the figures. Commentary is generated from the product's data only, and the sample reports let you check its tone and accuracy before launch.

Can the report template copy a report we already produce?

Yes, that is the best starting point. Share a recent example during intake, and we build the template to match its layout, as long as the figures come from data the product holds. The template follows the delivery speed chosen for its product, with a fixed price and date shown before you pay.

Can I schedule the custom report?

Yes, if the parent product already sends reports on a schedule, the new template can use the same schedule. If scheduling is not part of the parent product, ask at checkout. Executive Reporting Pack is another route if you mainly need a regular leadership summary.