Reporting Automation
Create automated PDF reports from your business data
Turn form submissions, database records, Airtable rows, Google Sheets data, CRM deals, and API responses into professional PDF reports automatically.
CraftMyPDF helps you generate reports from reusable templates, so your team can save time, reduce manual work, and deliver consistent documents at scale.
*No Credit-card Required!
Why use CraftMyPDF for reporting automation?
CraftMyPDF helps you turn business data into consistent, professional PDF reports using reusable templates, API access, and no-code integrations.
Visual Template Editor
Design PDF reports with a drag-and-drop editor. Add text, tables, images, headers, footers, and dynamic fields without building layouts from scratch in code.
Dynamic Data Mapping
Populate reports from JSON data with variables, repeating tables, conditional sections, images, and multi-page layouts for flexible report generation.
API and No-Code Ready
Generate PDF reports from your app, backend, Zapier, Make.com, Airtable, Bubble, n8n, or other workflow automation tools.
Consistent Reports
Keep every generated report on-brand and consistent. Reuse the same template for customer reports, sales summaries, inspections, and more.
Automate PDF creation with no-code tools and PDF generation API
With our integration with
Zapier,
Make.com,
Coda.io,
Bubble.io,
FlutterFlow,
Backendless,
and
REST API,
Your PDF generation has never been so easy!
PDF Creation with Drag-and-Drop Template Editor
Design professional, data-driven PDFs with an intuitive editor, rich font library, and seamless API integrations.
Advanced Drag & Drop Template Builder
No code required! Our advanced editor allows you to easily create new PDFs by dragging and dropping the elements into your PDF templates.
You can create PDF documents easily such as invoices, reports, delivery notes that reflect your brand.
If you are still converting HTML code to PDFs and looking for an easy way to create PDF documents – Our PDF template editor does not require HTML or CSS knowledge.
Sample Templates and Template Editor
Click on the Editor button to see CraftMyPDF’s template editor in action
Certificate Sample 1
Modern and Geometric Purple Certificate
Certificate Sample 2
Bold and Dynamic Certificate
Certificate Sample 3
Colourful, Fun & Celebratory Pink Certificate
How PDF reporting automation works
CraftMyPDF helps you turn raw business data into polished PDF reports through a simple automated workflow.
Prepare your data
Start with data from forms, spreadsheets, CRMs, Airtable, databases, or your own app.
Create a PDF template
Design your report layout with CraftMyPDF’s drag-and-drop editor, including logos, tables, images, and branding.
Map fields to data
Connect dynamic fields such as customer name, report date, totals, tables, images, and notes to your JSON data.
Generate PDFs automatically
Trigger PDF generation from your API, Zapier, Make.com, Airtable, Bubble, n8n, or backend workflow.
Customer Reviews
See what our customers have to say about us
They've helped me with certain capabilities that help to automate key aspects of my business which in turn will help me grow.
Additionally, its affordable pricing allows for scalable growth. CraftMyPDF stands as a top software investment for us, enhancing our ability to capture life stories in books with beautiful covers.
Additionally, their exceptional and quick support stands out, always ready to assist.
The support is top-notch. They were able to help us solve many problems and were also willing to implement new solutions to improve the functionality of the tool and meet our needs.
I would highly recommend this software to anyone!
The API integration is fantastic, letting me connect CraftMyPDF to other apps for automatic data filling. It saves so much time and eliminates manual entry! 🙌
Their support is excellent—Jacky was super helpful and patient in setting everything up.
If you’re looking for customizable PDF generation, CraftMyPDF is a must-try!
The customer support is also excellent; The founder was able to get on a zoom call with us and help us navigate the software, recommend a solution for what we were looking to do
5/5 would highly recommend!
Their team is responsive and quick to address our requests, which has been invaluable in saving us considerable development time.
We highly recommend CraftMyPDF to anyone looking for an efficient, reliable solution!
The support is remarkable and personal with Zoom calls whenever issues require further clarification to get resolved.
We highly recommend CraftmyPDF and give it a 5 star rating.
I had a few questions while I was using the services and the support was responsive and very helpful.
Overall, I was very pleased with my experience using CraftMyPDF.
I'm really impressed with the support I've received from this company. They are quick to respond and actually answer the question I asked.
The main takeaway for us was the support, cheerful, fast, and dedicated. Really makes a difference. Thanks!
Common reporting automation use cases
CraftMyPDF can be used to automate many types of PDF reports, from customer-facing reports to internal business summaries.
Customer Reports
Generate personalized PDF reports for each customer using data from your app, CRM, database, or analytics dashboard.
Sales Reports
Create sales summaries, pipeline updates, deal reports, commission reports, and performance reports automatically.
Inspection Reports
Turn field service records, inspection forms, photos, checklist responses, and notes into polished PDF reports.
Financial Reports
Generate billing summaries, account statements, payment reports, expense reports, and financial snapshots from structured data.
Project Status Reports
Create recurring project updates with milestones, task progress, timelines, risks, blockers, and summary notes.
Audit and Compliance Reports
Produce structured audit reports, compliance summaries, review documents, and internal records with consistent formatting.
*No Credit-card Required!
