
Turn your spreadsheet into a clean one-page PDF report
Delivery in
1 day
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What you get with this Offer
Send me the spreadsheet. Get back a report you can hand to someone.
If you keep sales, bookings, stock or expenses in a spreadsheet, I turn that file into a clean PDF report - the total, the trend, and the top and bottom performers - that you can send to a partner, an accountant or a lender without tidying anything first.
WHAT YOU GET
- A headline figure - the total, set large, with the record count and the period it covers beneath
- A key-figures table: total, period, record count, average, largest, smallest
- A plain-English sentence naming the largest category and its share
- A chart, aggregated by whatever you want it broken down by, sorted largest first
- A breakdown table: every category with its amount and its share of the total
- An appendix on its own page, so every figure above can be checked against your source
- Both the PDF and an editable .docx, so you can lift a chart into your own deck
WHAT I CAN READ: CSV, TSV, XLSX, JSON and JSONL. Files with hundreds of thousands of rows are fine - a 1,275-row sales log renders in about 30 seconds, and if a file is ever large enough to be trimmed, the report says so on its face rather than quietly reporting part of your data as the whole.
THE ONE QUESTION I'LL ASK YOU: what do you want this broken down by? Product, customer, category, supplier, month. That single answer is what turns a spreadsheet into a report.
HONEST LIMITS, BEFORE YOU BUY
- This Offer is one file and one breakdown; more are the add-ons below
- Bar charts show the 30 largest categories; for anything over time I use a line chart
- It reports one file at a time: it will not net a sales file against an expense file, so it is not a profit-and-loss
- It does no VAT or tax logic
Send me a sample of your file first and I'll tell you what the report will look like before you spend anything.
If you keep sales, bookings, stock or expenses in a spreadsheet, I turn that file into a clean PDF report - the total, the trend, and the top and bottom performers - that you can send to a partner, an accountant or a lender without tidying anything first.
WHAT YOU GET
- A headline figure - the total, set large, with the record count and the period it covers beneath
- A key-figures table: total, period, record count, average, largest, smallest
- A plain-English sentence naming the largest category and its share
- A chart, aggregated by whatever you want it broken down by, sorted largest first
- A breakdown table: every category with its amount and its share of the total
- An appendix on its own page, so every figure above can be checked against your source
- Both the PDF and an editable .docx, so you can lift a chart into your own deck
WHAT I CAN READ: CSV, TSV, XLSX, JSON and JSONL. Files with hundreds of thousands of rows are fine - a 1,275-row sales log renders in about 30 seconds, and if a file is ever large enough to be trimmed, the report says so on its face rather than quietly reporting part of your data as the whole.
THE ONE QUESTION I'LL ASK YOU: what do you want this broken down by? Product, customer, category, supplier, month. That single answer is what turns a spreadsheet into a report.
HONEST LIMITS, BEFORE YOU BUY
- This Offer is one file and one breakdown; more are the add-ons below
- Bar charts show the 30 largest categories; for anything over time I use a line chart
- It reports one file at a time: it will not net a sales file against an expense file, so it is not a profit-and-loss
- It does no VAT or tax logic
Send me a sample of your file first and I'll tell you what the report will look like before you spend anything.
Get more with Offer Add-ons
-
I can add up to 3 breakdowns and charts in one report
Requires no additional time
+$20 -
I can report on up to 3 files, with cover and contents
Additional 1 working day
+$47
What the Freelancer needs to start the work
- The file itself (CSV, TSV, XLSX, JSON or JSONL)
- Which column is the money (or quantity) column
- What you want it broken down by (product, customer, category, month...)
- The period, if the dates are not in the file
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