Phoenix - Your AI AssistantTurn your Excel or CSV data into an automated branded PDF report
Delivery in
3 days
- Views 24
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
I will turn one Excel or CSV export into a clean, branded PDF report that you can regenerate whenever your data is updated.
THE BASE OFFER INCLUDES:
- 1 Excel or CSV data source
- Up to 5 KPIs
- Up to 2 PDF pages
- Your logo, brand colours and report title
- Charts, summary tables and key figures
- A reusable Python + Excel reporting workflow
- One round of revisions
- A short guide showing how to generate the next report
IDEAL FOR:
Monthly management reports, sales summaries, operational KPIs, agency reports and client-facing reports.
PROCESS:
1. You send a representative sample file and the desired output.
2. I confirm the KPIs, business rules and layout.
3. I build and send the first draft.
4. You request one consolidated revision.
5. I deliver the final PDF template and reusable workflow.
Please message me before purchasing if your project uses multiple files, an API, a database, or needs more than 5 KPIs / 2 PDF pages.
THE BASE OFFER INCLUDES:
- 1 Excel or CSV data source
- Up to 5 KPIs
- Up to 2 PDF pages
- Your logo, brand colours and report title
- Charts, summary tables and key figures
- A reusable Python + Excel reporting workflow
- One round of revisions
- A short guide showing how to generate the next report
IDEAL FOR:
Monthly management reports, sales summaries, operational KPIs, agency reports and client-facing reports.
PROCESS:
1. You send a representative sample file and the desired output.
2. I confirm the KPIs, business rules and layout.
3. I build and send the first draft.
4. You request one consolidated revision.
5. I deliver the final PDF template and reusable workflow.
Please message me before purchasing if your project uses multiple files, an API, a database, or needs more than 5 KPIs / 2 PDF pages.
What the Freelancer needs to start the work
Please provide:
- One representative Excel or CSV file (anonymised data is fine)
- Definitions of the 3-5 required KPIs
- Your logo and brand colours, if applicable
- An example report or rough layout
- Your Excel version and operating system if the workflow must run locally
Please also tell me how often the report will be generated and who will use it.