10 Best Reporting Tools List
Here's my pick of the 10 best software from the 39 tools reviewed.
Get free help from our project management software advisors to find your match.
There are seemingly countless reporting tools available, so figuring out which is best for you is tough. You want to share data with your team in the most accessible and accurate way possible but need to figure out which tool is the best fit. I've got you!
In this post I make things simple, leveraging my experience using a variety of different project management reporting tools for everything from large projects to business growth to bring you this shortlist of the best reporting tools.
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Compare Software Specs Side-by-Side
Here is a table you can use to compare all the tools we just covered in the overviews.
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for reporting on project quotes, time, and financials | 30-day free trial | From $1.40/month | Website | |
2 | Best reporting tool for easy-to-read charts | 30-day free trial | From $24/user/month (billed annually) | Website | |
3 | Best reporting tool for data-driven PPM decisions | 14-day free trial + free demo available | From $25/user/month (billed annually) | Website | |
4 | Best reporting tool for integrating over 150 data sources | 14-day free trial | Pricing upon request | Website | |
5 | Best reporting software for small business accounting | 30-day free trial | From $10.50/month (for 3 months, then $35/month) | Website | |
6 | Best for real-time agency performance reporting | Free trial available | From $9/user/month (billed annually) | Website | |
7 | Best for expense reporting | Free demo available | From $8/user/month (billed annually) | Website | |
8 | Best reporting tool for agile teams | Free trial available | From $8.25/user/month (billed annually) + free plan available | Website | |
9 | Best reporting software for complex data | 14-day trial. | From $249/user/month. | Website | |
10 | Best reporting tool for marketing agencies | 7-day free trial | From $249/month (up to 5 users, billed annually) | Website |
How to Choose Reporting Tools
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
Factor | What to Consider |
Scalability | Ensure that the tool can grow with your business. Look for options that handle increasing data volumes and user counts without slowing down. |
Integrations | Check if the tool integrates seamlessly with your existing systems like CRMs, ERPs, or project management software. |
Customizability | Assess how much you can tailor reports, dashboards, and metrics to fit your team’s unique workflows and KPIs. |
Ease of Use | Look for an intuitive interface that lets your team generate insights quickly without extensive training or technical support. |
Budget | Compare pricing structures to your budget. Watch for hidden costs like additional charges for more users, data storage, or advanced features. |
Security Safeguards | Confirm the tool includes encryption, user access controls, and compliance with regulations like GDPR to protect sensitive data. |
Support | Evaluate the level of customer support available, such as 24/7 assistance or dedicated account managers for troubleshooting and training. |
Data Visualization | Look for visualization options like charts, graphs, and dashboards that make data easy to interpret and actionable for your team. |
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Smartsheet
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Overviews Of The 10 Best Reporting Tools
Below is a description of each tool, how it handles report generation, and why it was chosen for this list. I’ve added screenshots of the tool so you get an idea of what it looks like from a user’s perspective.
Xero is a cloud-based accounting software platform designed for small and medium-sized businesses. Xero offers a wide range of accounting features to help businesses manage their finances effectively, making it perfect for small teams that need to be able to perform many functions on one platform. Users can automate recurring tasks, generate financial statements, and gain insights into their business's financial health.
Xero also incorporates smart categorization features into its expense reporting. It employs machine learning algorithms to automatically categorize expenses based on previous patterns, reducing the time and effort required for manual categorization. This feature enhances accuracy, saves valuable time, and streamlines the expense tracking process, freeing up time for small teams to take on bigger projects.
Xero integrates with tools like Stripe, Shopify, Square, Trello, HubSpot, Deputy, Float, Unleashed, and WorkflowMax.
Pricing starts at $17/month. A free trial is available.
Zoho Analytics is an analytics and reporting tool to help you convert raw business data into comprehensive reports and dashboards. You can use it to collect, enrich, and filter data to make it easier to analyze. It has an AI assistant feature to help you generate insights, spot patterns, and forecast trends. Zoho Analytics has a mobile app version that works on iOS and Android.
Zoho Analytics lets you use charts, widgets, and pivot tables ensuring you can present data in the best possible way. Zoho Analytics allows you to collaborate with other users to build and share custom reports and dashboards. Its user permission settings give you control over who can view and edit your data according to need and/or authority.
Zoho Analytics cost starts at $24/month/up to 2 users. They offer a 15-day free trial.
Celoxis is a project and portfolio management solution, with reporting tools that transform data into actionable insights. With its AI-powered reporting capabilities and intuitive simple command feature, Celoxis enhances how teams access and analyze critical project metrics. Users can instantly open dashboards or generate detailed reports by typing commands like, “Show project health dashboard” or “Generate resource utilization report.” This eliminates complex navigation, providing instant visibility into the metrics that matter most.
The platform’s AI-driven analytics deliver predictive insights by analyzing real-time and historical data to identify trends, flag risks, and recommend solutions before issues arise. Whether it’s forecasting potential timeline delays, resource conflicts, or budget overruns, Celoxis equips project managers with the intelligence needed to act proactively. Beyond prediction, its automation capabilities streamline routine reporting tasks, such as scheduling report deliveries and updating dashboards.
Celoxis’ customizable dashboards and reporting tools provide real-time updates on KPIs, project health, and portfolio performance. With advanced features like dynamic filtering, multi-level grouping, and drill-down capabilities, users can dive deep into data with ease. A diverse range of visualization options—bar, line, donut, and Gantt charts—ensures that complex information is presented clearly and intuitively, making it suitable for both detailed analysis and high-level executive reviews.
The platform also offers advanced features like earned value analysis (EVA) to measure cost and schedule performance, schedule projections to forecast variances, and automated alerts to keep stakeholders aligned.
Celoxis integrates with Zapier, Microsoft Teams, Slack, Excel, Google Drive, Microsoft Project, QuickBooks Online, Outlook, Salesforce, JIRA, Slack, Trello, and more.
Best reporting tool for integrating over 150 data sources
Supermetrics is a comprehensive reporting tool that simplifies the process of collecting, integrating, and analyzing marketing data from over 150 data sources. It enables businesses to streamline their data workflows by aggregating data from multiple sources into a single destination, making it easier to create cohesive and insightful reports.
One of the key features that make Supermetrics an excellent reporting tool is its ability to automate data transfers, reducing the time and effort required for manual data collection. Users can set up automated data refreshes, ensuring that their reports are always up-to-date with the latest data. This automation extends to scheduling regular data imports, allowing businesses to maintain consistent reporting schedules without manual intervention.
Additionally, Supermetrics offers powerful data transformation capabilities, enabling users to customize their data for specific reporting needs. The tool allows for filtering, combining, and modifying data before it reaches the final destination.
Its compatibility with various reporting platforms like Google Data Studio and Power BI also allows users to create detailed and visually appealing reports that provide deeper insights into their marketing performance.
Integrations include Google Analytics, Google Ads, Facebook Ads, Instagram Insights, LinkedIn Ads, Twitter Ads, Microsoft Advertising, HubSpot, Mailchimp, Shopify, YouTube, Bing Ads, Reddit Ads, Snapchat Ads, Pinterest Ads, Salesforce, Snowflake, and Amazon Ads.
QuickBooks is an accounting solution that helps small businesses track their expenses, manage their invoicing, and report on their financials. The software tracks your transaction details, helping you keep accurate records. Based on the finances you track in the system, you can view how much you're spending in each expense category from your dashboard.
The platform offers a simple, low-cost expense reporting solution for small- and medium-sized businesses. Receipts are sorted automatically, and you can reclassify transactions in bulk. You can also generate invoices, and even set up recurring invoices for repeat clients or customers.
QuickBooks Online integrates with over 450 business apps like Square, Stripe, Paychex, Insightly CRM, Mailchimp, Shopify, eBay, BigCommerce, Magento, Squarespace, Etsy, Katana, and ProjectWorks. Pricing starts from $30 per month, and a 30-day free trial is available.
Best for real-time agency performance reporting
Bonsai is a comprehensive tool that offers integrated business management solutions for agencies, consulting firms, and professional services. It provides a wide range of features including client management, project management, and financial management, making it ideal for businesses looking to consolidate all aspects of their operations in one platform.
The platform provides reporting tools that allow businesses to track and analyze their performance in real-time, including project progress, client billing, and financial performance. The customizable reports offer valuable insights into operations, helping businesses make informed decisions to improve efficiency and profitability. Bonsai's user-friendly interface and intuitive design also make it easy for users to generate and interpret reports.
I particularly like Bonsai's ability to produce comprehensive utilization and profitability reports. These reports provide insight into time planned vs. time spent and how utilization and project progress affect overall profit and loss margins. These reports can also inform future project planning.
In addition to reporting tools, Bonsai offers a comprehensive suite of features to streamline business operations, including proposals, contracts, scheduling, time tracking, invoicing, and payments.
The platform integrates with tools like QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Gmail, Google Calendar, Zapier, Slack, Google Sheets, and Xero. Pricing starts from $10/user/month with a free trial available.
Rippling Spend is a platform designed to help your team manage company finances more efficiently. It pulls together expense management, bill pay, and payroll functions in one place, giving you a central hub for tracking and managing business spend. You can set policies, approve expenses, and ensure every financial move is documented, helping you stay on top of cash flow.
Rippling lets you track expenses and spending in real time, giving you insights into how and where your money is going. The platform lets you generate custom reports on spending, categorize expenses, and compare financial data over time, so you have a clear picture of your financial health. You can also set parameters to filter the reports by departments, teams, or projects, helping you make data-driven decisions about your budget.
It also allows you to manage corporate card usage and set limits, so you always know who’s spending what. You can even set up automated approval workflows for expenses, which helps you stay organized and cuts down on delays in getting expenses cleared.
Integrations include Slack, Google Workspace, Office 365, AWS, Zoom, Dropbox, and Salesforce.
MeisterTask is a task and project management tool designed primarily for agile teams. The tool offers a variety of reporting features for monitoring team productivity, as well as custom dashboards and the ability for team members to create personal agendas organized to fit their way of working. MeisterTask is intuitive and simple to use, with a clean interface
Users can view progress reports, time reports, and safety reports. View and download reports showing tasks that are completed, overdue, or upcoming. Project managers and team leads can also get reports on how much time team members are tracking, as well as reports related to data security, privacy, and compliance.
MeisterTask integrates with sister software MindMeister as well as Gmail, Outlook, Slack, Microsoft Teams, GitHub, Zendesk, Google Drive, and more.
MeisterTask costs from $8.25/user/month. They also offer a freemium plan.
Datapine is a great reporting software as it offers business users an uncomplicated and secure way to monitor as well as communicate key performance indicators (KPIs) effectively and quickly within one central analytics platform. This empowers everyone within the company to access at any time up-to-date, accurate information to make the right, data-driven decisions.
Datapine belongs to a new generation of reporting tools and offers, thanks to its ease-of-use, access to advanced analytics features even for non-technical users. Different data sources (flat files, databases, CRM and ERP-systems, social platforms, etc.) that are needed for the reports, can be integrated with a few clicks.
Customized, visual KPIs can be built via drag and drop and stored on dynamic, interactive dashboards. These professional KPI dashboards are also the core of datapine’s BI reporting solution. They offer a wealth of modern dashboard functionalities such as sophisticated global filter, predictive analytics as well as AI-based and interactive dashboard features.
Moreover, you can choose from over 80 professional dashboard templates for different business functions and industries. Finally, the dashboards can be shared in multiple ways such as automatic email reports, sharing live dashboards via URL or embedding them in external applications.
Datapine offers a 14-day free trial without any limitations with custom pricing starting at $250 per account.
Whatagraph is a reporting tool for marketing agencies and in-house marketing teams that helps you get the right data in front of your customers and in a way they understand.
With this tool, you can create reports in minutes thanks to their 95+ templates and connectors to multiple data sources. Also, you can make these reports customized to your client by changing the colors and adding their logo.
Once you are done making it pretty, Whatagraph lets you automate report delivery so your clients can get their weekly, monthly or quarterly reports, and all you have to do is set the time interval! No more '$!@, I forgot to send the report' moments.
Whatagraph integrates with over 40 tools. These include Facebook, Shopify, Mailchimp, Salesforce, and Tik Tok Ads. All of them can be used as data sources for your reports.
Whatagraph has a 7-day free trial, and pricing starts at $199 per month, which gets you 25 data sources and 5 users, with unlimited reports.
Other Dashboard Reporting Tools
Here are a few more auto-reporting tools that didn’t make the top list. If you need additional suggestions for the handy ad hoc report tool, check these out.
- Tableau
Reporting software for embedded analytics
- Reportei
For quickly generating digital marketing dashboards and reports
- Office Timeline
For easy PowerPoint reports
- Google Data Studio
For sharing & collaboration
- SegMetrics
Reporting tool for marketing and sales teams
- FanRuan Software
Reporting software for enterprises
- Power BI for Office 365
Reporting platform for scaling organizations
- Thoughtspot
Reporting tool for beginners
- Octoboard
Reporting software for automated reporting
- DashThis
Unlimited users, data sources, and integrations in all plans.
- ClickUp
Reporting dashboards that promote collaboration
- Jira
Reporting tool for agile teams
- Wrike
For collaboration on project reporting
- Hive
Reporting tool with interactive dashboards
- Funnel
Automatically collect all the data you need from any data source and feed it directly to your data warehouse, dashboard solution, or any other tool you’re using.
- Board
Explore your data, run effective analysis, build interactive dashboards, and create impactful reports.
- ProWorkflow
Reporting software for graphical data reports
- Smartsheet
Connect and integrate with tools and apps you already use to glean real-time insights into the work that teams are doing across the organization.
- Qlik
Combines all your data and makes it analysis-ready for everyone to freely explore, amplified by machine intelligence for better results.
- Klipfolio
Connect hundreds of data sources, including spreadsheets, files, databases, and web services applications to build data visualizations.
- Sisense
API-first cloud technology with interactive dashboards, self-service analytics, and white-labeled BI apps for your use.
- Projectworks
For human resources, time, and financial reporting
- Domo
Works with your data lakes, data warehouses, ETL tools, and more, to deliver data insights with built-in collaboration and productivity tools.
- Mixpanel
Behavioral analytics tool to analyze website site user engagement, monitor KPIs, and easily generate reports.
- Planview Clarizen
Capture and track all your project and team data in real-time, including effort, status, issues, and change requests.
- TapClicks
Marketing report tool (TapReports) and marketing performance analytics (TapAnalytics) with a clean, streamlined UI.
- Looker
Connect with Redshift, Snowflake, BigQuery, as well as 50+ supported SQL dialects to build embedded visualizations and data science workflows.
- ClicData
A cloud-based business intelligence platform offering a built-in data warehouse and ETL features that allow data processing and management as well as a dashboard designer and automated reporting tools.
- Dundas
Reporting tool for end-to-end data visualization
Selection Criteria for Reporting Tools
When selecting the best reporting tools to include on this list, I considered common buyer needs and pain points like the ability to visualize data clearly and integrate seamlessly with other software. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion on this list, each solution had to fulfill these common use cases:
- Generate standard reports
- Provide customizable dashboards
- Offer data export options
- Support real-time data updates
- Enable multi-source data integration
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Advanced predictive analytics
- Embedded reporting capabilities
- Drag-and-drop report builders
- Mobile-friendly reporting interfaces
- White-labeling options
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Ease of navigation in the interface
- Clarity of data visualizations
- Availability of pre-built templates
- Flexibility of customization without coding
- Speed of generating reports
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos and guides
- Inclusion of pre-built report templates
- Accessibility of interactive product tours
- Responsiveness of customer onboarding teams
- Presence of live webinars for new users
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat and phone support
- Responsiveness to technical issues
- Access to an extensive knowledge base
- Provision of dedicated account managers
- Quality of troubleshooting documentation
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Transparency in pricing
- Inclusion of essential features in base plans
- Availability of scalable pricing tiers
- Competitiveness of pricing versus alternatives
- Presence of free trials or freemium options
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Consistency of positive feedback
- Reliability of reported functionality
- User praise for support quality
- Frequency of updates and new features
- Satisfaction with overall value for money
Trends in Reporting Tools for 2025
In my research, I sourced countless product updates, press releases, and release logs from different reporting tool vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Insights: Tools are using AI to analyze data patterns and suggest actionable insights, saving users time and helping them make better decisions. For example, some tools flag anomalies in financial reports or recommend metrics to track based on historical data.
- Natural Language Querying: Users can now ask questions in plain language to generate reports. This makes reporting accessible to non-technical team members. For instance, a user might type “What were sales last quarter?” and instantly get a charted answer.
- Embedded Analytics: More tools are offering embedded analytics so businesses can integrate reports directly into their own software or customer portals. This is useful for SaaS companies providing analytics to their clients.
- Data Storytelling Features: Tools are adding features to turn raw numbers into narratives with automated captions and highlights. This helps teams share findings more effectively during presentations or updates.
- Data Privacy Enhancements: Vendors are building more privacy controls to meet stricter regulations like GDPR and CCPA. For example, some tools now offer data anonymization or limit access to sensitive metrics based on user roles.
What are Reporting Tools?
Reporting tools are software that help businesses collect, process, and present data in an organized and understandable format. They pull data from various sources, like databases and spreadsheets, and turn it into reports that display trends, patterns, and insights. These reports can be in the form of tables, charts, graphs, and dashboards, making complex data easier to understand at a glance.
Reporting software is invaluable for decision-making, as it provides managers and stakeholders with the information needed to understand performance, identify areas for improvement, and plan future actions, which can mean more informed strategies, efficient operations, and a stronger bottom line.
Features of Reporting Tools
When selecting reporting tools, keep an eye out for the following key features:
- Customizable dashboards: Allow you to organize and display the data most relevant to your team in a format that suits your workflow.
- Real-time reporting: Updates reports automatically as new data comes in, helping you make decisions based on the most current information.
- Data visualization options: Provides charts, graphs, and heatmaps to make complex data easier to interpret and share with stakeholders.
- Scheduled reports: Lets you automate report generation and delivery, saving time and ensuring consistent updates for your team.
- Role-based access controls: Restricts access to sensitive reports or data based on user roles to enhance security and compliance.
- Drill-down capabilities: Enables you to click into specific metrics for deeper insights, helping you understand what’s driving the numbers.
- Multi-source integration: Combines data from various platforms and tools into a single report for a more comprehensive view.
- Export options: Lets you export reports in different formats like PDF, Excel, or CSV for easy sharing and further analysis.
- Trend analysis tools: Highlights patterns in your data over time, helping you predict future outcomes and plan accordingly.
- Annotation tools: Allows users to add comments or notes directly on reports for better collaboration and context sharing.
Benefits of Reporting Tools
Implementing reporting tools provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved decision-making: Gives your team real-time insights and clear visuals to base decisions on accurate, up-to-date data.
- Time savings: Automates report generation and data updates, freeing up time for other important tasks.
- Better collaboration: Lets teams share dashboards and add comments directly on reports, making it easier to align on key insights.
- Increased data accuracy: Reduces manual data entry and calculation errors by pulling information directly from integrated systems.
- Enhanced accountability: Tracks key performance indicators and assigns responsibility with metrics that are easy to monitor and report.
- Faster trend identification: Analyzes patterns in your data to help you spot opportunities and challenges early.
- Scalable reporting: Adapts to your growing needs, allowing you to handle larger datasets and more complex analyses over time.
Costs & Pricing for Reporting Tools
Selecting reporting tools requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in reporting tool solutions:
Plan Comparison Table for Reporting Tools
Plan Type | Average Price | Common Features |
Free Plan | $0 | Basic reporting, limited dashboards, data export in CSV, and single-user access. |
Personal Plan | $5-$25/user/month | Advanced dashboards, customizable templates, email reporting, and priority support. |
Business Plan | $30-$75/user/month | Multi-user access, role-based permissions, integrations with popular tools, and trend analysis. |
Enterprise Plan | $100+/user/month | Unlimited users, advanced analytics, API access, custom branding, and dedicated support. |
Reporting Tools Frequently Asked Questions
Find answers to common questions other people ask about this topic.
What are the types of reporting tools?
There are many types of reporting tools, such as dashboard software, data visualization software, scorecard tools, and ad-hoc report writers.
Dashboard software lets you put the reports that matter most to you front and center. Data visualization software turns data into something visually-oriented that users can easily read.
Then, scorecarding tools are all about performance data. Therefore you know who your high achievers are. Lastly, ad-hoc report writers create various styles of in-the-moment reports for companies that have ever-changing needs.
What is business intelligence software?
BI software is a critical tool for gathering raw data, analyzing it, and presenting it in a user-friendly way to support informed decision-making. BI software aggregates and processes data from various sources, offering project managers a comprehensive and cohesive view of project performance. It enables them to identify trends, monitor key performance indicators (KPIs), and make data-driven decisions that contribute to the successful execution of projects.
Not looking for report software at the moment?
Check out our other lists of other project management tools you might find useful:
- Look at project portfolio management tools. They can help you conduct and communicate your reports on a higher level and across projects.
- Communication, communication, communication. If you haven’t nailed this, you can’t really get started on anything else. Try these 10 Best Communication Tools & Software.
- Find a project reporting tool within other software, such as my list of the best marketing project management software.
- Worth checking out: Managing Tasks As A Project Manager: 3 Key Strategies For 2023
What's Next?
Reporting is a big part of our jobs. Therefore, I encourage you to read how to set up a PM dashboard the right way. You can also check out how to build a project status report that puts a smile on your client's face.
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