20 Best Drag-and-Drop Report Builders of 2025
Best Drag-and-Drop Report Builders Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
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Choosing the right drag-and-drop report builder can be a challenge. You want to create reports quickly and efficiently, but with so many options on the market, the solutions may seem endless.
To help teams get started in their search, I used my experience in project management to test and compare several of the top drag-and-drop report builders available. From there, I compiled my insights into in-depth reviews, listing the pros, cons, features, and integrations of each option.
Whether you’re a small business or a large enterprise, I’m confident that you’ll find your next software in the list below.
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Best Drag-and-Drop Report Builders Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 |  Whatagraph Whatagraph is designed to integrate and visualize cross-channel marketing data seamlessly. | Best for cross-channel marketing data integration | 7-day free trial | From $249/month (up to 5 users, billed annually) | Website |
| 2 |  KNIME KNIME is a no-code data science and analytics platform with drag-and-drop capabilities for accessible report building and data visualization. | Best for no-code data science and analytics | Free plan available | From $99/month (billed annually) | Website |
| 3 |  Metabase Metabase is a tool with drag-and-drop functionality for easy data exploration and report creation. | Best for self-service business intelligence | 14-day free trial | From $85/month + $5/user (billed annually) | Website |
| 4 |  Salesforce Data Cloud Salesforce Data Cloud unifies customer data for advanced insights and analytics. | Best for AI-driven customer data unification | Not available | Pricing upon request | Website |
| 5 |  YCharts YCharts is tailored for financial advisors, providing real-time portfolio monitoring and advanced financial analysis. | Best for financial advisors needing real-time portfolio monitoring | 7-day free trial | Pricing upon request | Website |
| 6 |  Collabaro Collabaro offers automated reporting with a drag-and-drop builder, which is ideal for field service professionals seeking efficiency and ease of use. | Best for field service professionals | Not available | Pricing upon request | Website |
| 7 |  Joyfill Joyfill is a customizable drag-and-drop report builder ideal for developers needing tailored reporting solutions for their specific requirements. | Best for developers needing customizable report builders | Free plan available | From $40/month (billed annually) | Website |
| 8 |  Unity Report Builder Unity Report Builder manages and generates real-time 3D project reports efficiently and intuitively. | Best for real-time 3D project management | 30-day free trial | From $185/month (billed annually) + free plan available | Website |
| 9 |  AgencyAnalytics AgencyAnalytics helps teams streamline digital marketing reporting and analytics all on one platform. | Best for marketing agencies | 14-day free trial | From $65/month (up to 5 users, billed annually) | Website |
| 10 |  QueryTree QueryTree is ideal for non-technical users needing simple, intuitive data querying capabilities. | Best for non-technical users needing simple data querying | Not available | Pricing upon request | Website |
How to Choose Drag-and-Drop Report Builders
As you work through your unique software selection process, keep the following points in mind:
- Ease of Use: A drag-and-drop report builder should be intuitive and user-friendly, allowing users to create reports without extensive technical knowledge. This ease of use is important for organizations that must empower their staff to generate reports quickly and efficiently without relying on IT support.
- Integration Capabilities: An advanced reporting tool must integrate with various data sources. This feature benefits marketing agencies that must consolidate data from different campaigns and present a unified view to their clients.
- Customization and Flexibility: The report builder should offer extensive customization options to tailor reports to specific needs. This flexibility is vital for businesses that require detailed and specific reporting formats to meet diverse stakeholder requirements.
- Automated Reporting: Automation features can save significant time and effort by scheduling reports to run at specific intervals and automatically updating data. It’s beneficial for agencies that need to provide regular updates to clients without manually generating reports each time.
- Support and Resources: Access to strong support and resources can significantly enhance the user experience. These resources ensure that users can quickly resolve issues and make the most of the report builder's features, which is important for maintaining productivity and efficiency.
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Smartsheet
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Drag-and-Drop Report Builders Reviews
This in-depth analysis provides overviews of each drag-and-drop report builder, discussing each tool’s pros and cons, features, and best use cases.
Whatagraph is a marketing performance monitoring and reporting platform that integrates cross-channel marketing data. It consolidates data from multiple sources into one platform, making it easier to create advanced reports and dashboards.
Why I picked Whatagraph: Whatagraph is known for its strong ability to integrate data from various marketing channels, which is important for next-level reporting. The software stands out due to its intuitive drag-and-drop interface and pre-built widgets, making it user-friendly for agencies and in-house teams. Additionally, its capability to save time on manual tasks and provide clear insights into marketing performance makes it the best for cross-channel marketing data integration.
Standout features & integrations:
Features include custom metrics creation, automated reporting, and intuitive drag-and-drop visualization tools.
Integrations include Google Analytics 4, Facebook Ads, LinkedIn Ads, Mailchimp, HubSpot, Google Ads, Instagram, TikTok Ads, CallRail, and BigQuery.
Pros and cons
Pros:
- User-friendly interface
- Automated reporting
- Easy data integration
Cons:
- Some integrations can be unreliable
- Limited customization options
KNIME is a platform for data science that offers a drag-and-drop report builder, allowing users to analyze, upskill, and scale without requiring coding. It provides extensive features for data access, blending, transformation, and visualization, all without users needing coding knowledge.
Why I picked KNIME: KNIME stands out as an advanced, no-code data science platform that is both free and open-source. Its extensive range of connectors and integrations and ease of use make it ideal for users who need powerful analytics without coding. Along with these features, KNIME also provides the ability to handle complex data tasks and a supportive community for continuous learning and upskilling.
Standout features & integrations:
Features include access to over 300 data connectors, blending and transforming data from any source, a wide range of analytic techniques, automating repetitive tasks, creating visualizations, and extending the platform's capabilities through coding.
Integrations include Python, R, JavaScript, TensorFlow, H2O.ai, Apache Spark, Amazon S3, Google BigQuery, Microsoft Azure, and Snowflake.
Pros and cons
Pros:
- Free and open-source
- No coding required
- Extensive data connectors
Cons:
- Limited real-time capabilities
- Strong community support
Metabase is a business intelligence platform offering self-service and embedded analytics for various user needs. Its user-friendly interface allows non-technical users to create dashboards and analytics.
Why I picked Metabase: Metabase stands out with its open-source nature and ease of use, making it accessible to technical and non-technical users. Its ability to provide self-service business intelligence without requiring extensive technical knowledge makes it unique compared to other drag-and-drop report builders. Overall, the software empowers users to explore and analyze data independently, reducing the dependency on IT teams.
Standout features & integrations:
Features include a visual query builder, drill-through capabilities to pull threads in data, usage analytics, analytics dashboards, an SQL editor, and sandboxing to set boundaries around data.
Integrations include Amazon Athena, Amazon Redshift, Apache Spark, BigQuery, ClickHouse, Dremio, Druid, DuckDB, Exasol, and Firebolt.
Pros and cons
Pros:
- Extensive integrations
- Open-source option
- User-friendly interface
Cons:
- Requires setup
- Limited advanced features
Salesforce Data Cloud is a platform deeply embedded in the Einstein Platform, aiming to bring entire organizations together around the customer to improve experiences and drive growth. It eliminates data silos and integrates structured and unstructured data into Salesforce with a library of connectors and zero-copy integrations.
Why I picked Salesforce Data Cloud: Salesforce Data Cloud provides strong AI-driven customer data unification capabilities. It stands out due to its seamless integration with various data sources and ability to leverage AI for actionable insights, helping businesses drive growth through improved customer experiences.
Standout features & integrations:
Features include the elimination of data silos, integration of structured and unstructured data, and the use of AI to drive better customer experiences.
Integrations include Snowflake, Redshift, BigQuery, Databricks, Google Analytics, Facebook Ads, LinkedIn, Mailchimp, HubSpot, and Google Sheets.
Pros and cons
Pros:
- Robust customer data unification
- Seamless data integration
- AI-driven insights
Cons:
- Limited offline access capabilities
- Complex setup
YCharts is a financial research and proposal platform that empowers financial advisors with real-time portfolio monitoring. It offers an advanced suite of tools for portfolio analytics, custom proposals, and client communication.
Why I picked YCharts: YCharts excels in providing real-time portfolio monitoring, which is important for advisors managing client investments. Its extensive library of financial data and charts can be effortlessly incorporated into reports, making it an ideal tool for financial analysts and advisors who need to present complex data in a clear and visually appealing format.
Standout features & integrations:
Features include customizable meeting materials, portfolio construction tools, and market and position monitoring.
Integrations include Salesforce, Morningstar, Black Diamond, Redtail, Orion, eMoney, Riskalyze, MoneyGuidePro, Wealthbox, and Advyzon.
Pros and cons
Pros:
- Portfolio analytics
- Customizable reports
- Real-time data
Cons:
- Higher learning curve
- Financial focus only
Collabaro is a digital field management platform designed to improve the efficiency and productivity of field service operations. It helps users generate detailed, professional reports quickly and efficiently.
Why I picked Collabaro: Collabaro offers a strong feature set explicitly tailored for field service professionals. Unlike other tools, Collabaro excels in automating the creation of complex, detailed reports, which is vital for field service operations. Its drag-and-drop interface and automated reporting capabilities make it the best choice for professionals who need to generate comprehensive reports without spending hours on manual data entry.
Standout features & integrations:
Features include a highly flexible reporting engine that supports drag-and-drop functionality, allowing users to design pixel-perfect reports with images, annotated diagrams, tables, and live data.
Integrations include Salesforce, Microsoft Dynamics, QuickBooks, Xero, Google Sheets, Dropbox, Slack, Trello, Asana, and Zapier.
Pros and cons
Pros:
- Comprehensive API
- Advanced reporting with JavaScript
- Automated report generation
Cons:
- Requires JavaScript knowledge for advanced features
- Limited offline capabilities
Joyfill is a drag-and-drop report builder that offers a customizable and data-rich report builder SDK for businesses. It aims to provide an unparalleled user experience and empower users and developers to create visually appealing and data-rich reports.
Why I picked Joyfill: Joyfill is known for its highly customizable report builder SDK, which stands out for its developer-friendly integration and extensive feature set. Unlike other tools, Joyfill offers deep configurability and native embedding options, making it ideal for developers who need to create tailored reporting solutions. Additionally, the software’s ability to seamlessly integrate with various programming languages and provide real-time data control makes it the best choice for developers needing customizable report builders.
Standout features & integrations:
Features include database field identifiers, pixel-perfect drag-and-drop fields, dynamic form fields, graph and chart elements, and mobile report generation.
Integrations include JavaScript, React, Swift, Kotlin, Angular, Snowflake, Redshift, BigQuery, Databricks, and Salesforce.
Pros and cons
Pros:
- Real-time data control
- Developer-friendly
- Highly customizable
Cons:
- Limited pre-built templates
- Requires technical knowledge
Unity Report Builder is a drag-and-drop report builder tool for real-time 3D project management. It allows users to create and customize reports for their 3D projects easily.
Why I picked Unity Report Builder: Unity Report Builder offers a unique focus on real-time 3D project management, which sets it apart from other drag-and-drop report builders. Its integration within the Unity Industry platform provides strong tools for creating and managing 3D data, making it ideal for industries requiring detailed 3D project reports.
Standout features & integrations:
Features include a user-friendly drag-and-drop interface, real-time data integration, and extensive customization options for 3D project reports.
Integrations include Autodesk, Siemens, Dassault Systèmes, PTC, Bentley Systems, Microsoft Azure, AWS, Google Cloud, IBM, and Oracle.
Pros and cons
Pros:
- Industry-specific support
- Extensive customization options
- Real-time data integration
Cons:
- Limited to 3D project management
- Requires Unity platform
AgencyAnalytics is a platform designed for marketing agencies to automate client reporting. It offers customizable dashboards, white-label branding, and over 80 integrations for various marketing tools.
Why I picked AgencyAnalytics: AgencyAnalytics offers advanced features tailored specifically for marketing agencies. The platform stands out due to its ease of use, extensive customization options, and strong integration capabilities. Using AI and automated processes, AgencyAnalytics helps teams significantly reduce the time spent on manual reporting, allowing agencies to focus more on their core activities.
Standout features & integrations:
Features include customizable dashboards, white-label branding, and a drag-and-drop report builder.
Integrations include Google Analytics 4, Google Ads, Facebook, Instagram, Shopify, LinkedIn, Mailchimp, HubSpot, SEMrush, and CallRail.
Pros and cons
Pros:
- Over 80 integrations
- White label branding
- Customizable dashboards
Cons:
- Occasional delays in data updates
- Limited to marketing agencies
QueryTree is an open-source web-based ad hoc reporting tool with Microsoft SQL Server, MySQL, or PostgreSQL databases. It offers an intuitive drag-and-drop interface that simplifies the process of building and sharing reports without requiring advanced technical skills.
Why I picked QueryTree: QueryTree stands out as an open-source solution catering to non-technical users. With an intuitive drag-and-drop interface, the software is accessible to users who need to create reports without delving into complex coding or database management. This makes it particularly suitable for small and medium-sized businesses that require straightforward data querying and reporting capabilities.
Standout features & integrations:
Features include a visual query builder, customizable dashboards, and real-time data updates.
Integrations include Microsoft SQL Server, MySQL, PostgreSQL, Google Sheets, BigQuery, Snowflake, Redshift, Databricks, Salesforce, and HubSpot.
Pros and cons
Pros:
- Real-time data updates
- User-friendly interface
- Open-source
Cons:
- No mobile application support
- Limited advanced features
Other Drag-and-Drop Report Builders
Below is a list of additional drag-and-drop report builders that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- Microsoft Power BI
For enterprise-scale data visualization
- DashThis
For digital marketers needing preset report templates
- Grow
For business intelligence dashboards
- Domo
For real-time data visualization
- Astera ReportMiner
For data extraction from unstructured sources
- Fivetran
For automated data integration
- Odoo
For comprehensive business management
- HeyFlow
For interactive form creation
- Formstack
For versatile form-building
- FastField
For mobile data collection
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Drag-and-Drop Report Builders Selection Criteria
The criteria for choosing a drag-and-drop report builder should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality: 25% of total weighting score
- Custom Report Creation
- Data Source Integration
- Real-Time Data Updates
- Interactive Dashboards
- Export Options (PDF, Excel, etc.)
Additional Standout Features: 25% of total weighting score
- Advanced-Data Visualization Options
- AI-Powered Insights
- Customizable Templates
- Collaboration Tools
- Mobile Accessibility
Usability: 10% of total weighting score
- Intuitive Interface
- Drag-and-Drop Simplicity
- Minimal Learning Curve
- Responsive Design
- User-Friendly Navigation
Onboarding: 10% of total weighting score
- Availability of Training Videos
- Interactive Product Tours
- Pre-Built Templates
- Chatbots for Assistance
- Webinars for In-Depth Training
Customer Support: 10% of total weighting score
- 24/7 Support Availability
- Multiple Support Channels (Email, Phone, Chat)
- Comprehensive Knowledge Base
- Fast Response Times
- Personalized Support Options
Value For Money: 10% of total weighting score
- Competitive Pricing
- Flexible Subscription Plans
- Free Trial Availability
- Cost vs. Feature Set
- Discounts for Long-Term Commitments
Customer Reviews: 10% of total weighting score
- Overall Satisfaction Ratings
- Feedback on Usability
- Comments on Customer Support
- Insights on Feature Effectiveness
- User Experience Testimonials
Trends for Drag-and-Drop Report Builders
Here are some trends I’ve noticed for drag-and-drop report builders, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Data Insights: The integration of AI-powered insights in drag-and-drop report builders is increasingly helping users identify key trends and patterns without requiring deep expertise in data analysis. This trend is significant because it democratizes data analysis, enabling a broader range of users to make data-driven decisions with ease.
- Real-Time Collaboration: The inclusion of real-time collaboration features in report builders is becoming a standard expectation, allowing multiple users to simultaneously build and edit reports. This trend is important as it enhances teamwork, streamlines the workflow, and accelerates the decision-making process, making it easier for teams to stay aligned.
- Customizable Templates: The rise in popularity of customizable templates in drag-and-drop report builders allows users to tailor reports to meet specific needs and preferences. This trend is valuable as it enables more personalized and relevant reporting, ensuring that the final output aligns closely with the unique requirements of different projects or clients.
- Mobile Accessibility: An increasing focus on mobile-friendly report builders is enabling users to create and edit reports from anywhere, directly from their smartphones or tablets. This trend is especially important for remote and field workers, offering them the flexibility to work on reports while on the move, ensuring that reporting tasks can be completed without delays.
- Enhanced Data Security: Prioritization of data security in report builders is leading to the standardization of advanced encryption and access controls. This trend is vital as it addresses growing concerns over data privacy and compliance, ensuring that sensitive information is protected throughout the reporting process.
By incorporating AI-driven insights, real-time collaboration, and enhanced customization, these tools are becoming more accessible and powerful, allowing users across various industries to create meaningful, data-driven reports with greater efficiency and security. Staying ahead of these trends will be crucial for organizations looking to leverage the full potential of their reporting tools.
What Are Drag-and-Drop Report Builders?
A drag-and-drop report builder is a tool that allows users to create custom reports by dragging and dropping data fields into a report layout. Business analysts, data scientists, and managers commonly use it to generate insightful reports without needing advanced technical skills. This tool helps users visualize data, track performance metrics, and make data-driven decisions.
Key features generally include a user-friendly interface, data fields, and customizable templates. Users can select data fields from a list, drag them into the report area, and arrange them as needed. The tool often includes options for adding charts, tables, and filters to enhance the report's clarity and usefulness.
Features of Drag-and-Drop Report Builders
When choosing a drag-and-drop report builder, it's essential to understand the key features that will help you create effective and insightful reports. Here are the most important features to look for:
- User-Friendly Interface: A simple and intuitive interface allows users to create reports without extensive technical knowledge.
- Customizable Templates: Pre-built templates that can be customized save time and ensure consistency across reports.
- Real-Time Data Integration: The ability to integrate real-time data ensures that your reports are always up-to-date.
- Interactive Elements: Features like charts, graphs, and tables that users can interact with make reports more engaging and easier to understand.
- Collaboration Tools: Tools that allow multiple users to work on the same report simultaneously improve teamwork and efficiency.
- Data Export Options: The ability to export reports in various formats, such as PDF, Excel, or CSV, makes sharing and further analysis easier.
- Security Features: Ensuring your data is protected with robust security measures is crucial for maintaining confidentiality and integrity.
- Mobile Compatibility: Accessing and editing reports on mobile devices provides flexibility and convenience.
- Drag-and-Drop Functionality: This core feature allows users to add and arrange elements in their reports easily without needing to write code.
- Custom Calculations: The ability to perform custom calculations within the report builder helps create more detailed and specific reports.
These features are essential for creating effective reports that are easy to build, understand, and share. Focusing on these important aspects ensures that your report builder meets your needs and enhances your reporting capabilities.
Benefits of Drag-and-Drop Report Builders
Drag-and-drop report builders offer a user-friendly solution that empowers users to create detailed and customized reports without needing extensive technical skills. Along with these benefits, here are some additional perks associated with drag-and-drop builders.
- Ease of Use: Drag-and-drop report builders are designed with intuitive interfaces that allow users to create reports by simply dragging and dropping elements, making the process accessible even to those with limited technical expertise.
- Time Efficiency: These tools significantly reduce the time required to generate reports by simplifying the report creation process. This allows employees to focus on more strategic tasks and improves overall productivity.
- Customization: Users can easily customize reports to meet specific needs and preferences, ensuring the data presented is relevant and actionable for different organizational stakeholders.
- Real-Time Data Integration: These tools often support real-time data integration, enabling users to pull the latest data from various sources and create up-to-date reports that reflect the current state of the business.
- Collaboration: Drag-and-drop report builders facilitate collaboration by allowing multiple users to work on the same report simultaneously, enhancing teamwork and ensuring that all relevant insights are included.
Adopting a drag-and-drop report builder can transform how organizations handle data reporting, making the process more efficient, customizable, and collaborative. This saves time and ensures decision-makers have access to the most relevant and up-to-date information.
Costs & Pricing of Drag-and-Drop Report Builders
Selecting the right drag-and-drop report builder requires an understanding of the various pricing models and plans available. These tools can significantly enhance data processes, but costs vary based on features and organization size.
The table below summarizes common plans, their average prices, and typical features.
Plan Comparison Table for Drag-and-Drop Report Builders
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic reporting, limited customization, and essential integrations |
| Personal Plan | $10 - $20 per month | Enhanced customization, additional integrations, and basic automation |
| Business Plan | $50 - $100 per month | Advanced customization, white labeling, extensive integrations, and automated reports |
| Enterprise Plan | $500+ per month | Complete customization, white labeling, unlimited integrations, and advanced automation |
When selecting a drag-and-drop report builder plan, consider the required features and the support level needed. This will help choose the most cost-effective and functional option to meet reporting needs.
Drag and Drop Report Builder FAQs
Here are some common questions about drag-and-drop report builders.
How can I customize the layout of my reports?
Most drag-and-drop report builders offer extensive customization options. You can typically adjust the size and position of elements, change fonts and colors, and add images or logos. Some tools also allow for advanced customization through CSS or HTML for those with coding knowledge.
Can I integrate data from multiple sources?
Many advanced drag-and-drop report builders support integration with various data sources, including databases, cloud storage, CRM systems, and other SaaS applications. Check the specific integrations your tool supports to ensure compatibility with your data sources.
How do I share my reports with others?
Sharing options vary by tool but commonly include exporting reports as PDFs, sharing via email, or generating shareable links. Some platforms also offer real-time collaboration features, allowing multiple users to view and edit reports simultaneously.
What kind of support is available if I encounter issues?
Support options typically include online documentation, video tutorials, and community forums. Many providers also offer direct support through email, chat, or phone. Premium plans may consist of dedicated account managers or priority support.
Can I use templates to speed up report creation?
Yes, most drag-and-drop report builders come with a variety of pre-built templates. These templates can be customized to fit your specific needs, allowing you to create professional-looking reports quickly and efficiently.
How secure is my data in a drag-and-drop report builder?
Security features vary by provider but often include data encryption, user authentication, and access controls. It’s essential to review the security measures of your chosen tool to ensure they meet your organization’s requirements.
Are there limitations on the amount of data I can use?
Data limitations depend on the specific tool and your subscribed plan. Some tools may restrict the number of data rows or the size of files you can upload. Always check your plan’s limitations to ensure it meets your needs.
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