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Start with a template idea or build your own document layout in the editor.
Client report template for spreadsheet data.
Turn Excel or CSV rows into client report PDFs by mapping client names, periods, metrics, totals, notes, and recommendations into a reusable template.
Client nameReporting periodMetricTotalNotesRecommendation
What this template is for
Client reports are easier to repeat when the design stays fixed and the data comes from a structured sheet. CSVLink helps you connect report fields to spreadsheet columns and export a report for each row.
Spreadsheet columns you can map
Use these as starter columns, then rename or add fields based on your own workflow.
| Column | How it is used in the template |
|---|---|
| Client Name | The customer or account receiving the report. |
| Reporting Period | The month, week, campaign, or date range. |
| Metric | A KPI, result, or number from the spreadsheet. |
| Total | A summary value, score, or amount. |
| Notes | A short explanation or status update. |
| Recommendation | Optional next steps or conclusion. |
How it works in CSVLink
Upload Excel or CSV
Import your spreadsheet and connect columns to fields in the template.
Preview and export
Review the mapped document, then export personalized files from your data.
Common use cases
Monthly client summaries
Use the same template structure while replacing the variable details from your Excel or CSV file.
Campaign or service reports
Use the same template structure while replacing the variable details from your Excel or CSV file.
Account updates based on spreadsheet exports
Use the same template structure while replacing the variable details from your Excel or CSV file.
Frequently asked questions
Can CSVLink generate reports from Excel?
Yes. Upload Excel or CSV data, map fields into the report layout, and export personalized report files.
Can every client get a different report?
Yes. Each row can populate a separate report with different client-specific values.
Can I design my own report layout?
Yes. Use the editor to build a layout or import a one-page PDF design.
Related CSVLink template guides
Build documents from your spreadsheet.
Open CSVLink, upload a sample spreadsheet, map your fields, and export a test file.