Custom Reports

Custom ReportsFlexible Solutions

Get a solution that's flexible and scalable enough to meet your needs, with powerful custom reporting capabilities, enterprise analytics applications and more.

PayHelm Custom Reports interface showing flexible report management

The Data and Insights You Need

Connect the data sources and build the visualizations you need to make sense of your data – from deep customer analysis to revenue reporting and beyond.

Flexible Data Connections

Connect and transform the data sources you need to report across your business, with pre-built data connectors, custom integrations and data table uploads.

Advanced Report Building

Build custom reports and dashboards, powered by Mode, to solve your most complex analytics questions using SQL, Python or R.

Filters & Parameters

Use filters and parameters to drill down into your data and create interactive, dynamic reports that adapt to your needs.

Enterprise Delivery

Easily deliver custom reports across your entire organization through the PayHelm app, or build your own enterprise analytics application.

Professional Support

No analysts? No problem. Our in-house data science team will help you build the exact reports you need for your business.

Report-Ready Data

Get report-ready data automatically from all of your connected sources, no manual preparation required.

Reporting and Analytics, Built to Fit Your Business

Business intelligence isn't one-size-fits-all. Build the unique reports and dashboards you need to grow your business with PayHelm all-in-one data pipeline, data warehouse and business intelligence solution.

Get report-ready data automatically from all connected sources

Build custom reports in SQL, Python or R

Provide access across your organization or enterprise app

Get the exact reports you need, delivered where you need them

Powerful Business Intelligence for Everyone, Not Just for Analysts

PayHelm makes it easy for everyone in your organization to access the data they need – whether or not they have technical analytics experience.

For Marketing Teams

Out-of-the-box KPIs for marketers and merchandisers who need instant access to performance data without technical complexity.

For Data Scientists

Custom querying and reporting capabilities for analysts and data scientists who need advanced analytics and modeling capabilities.

For Decision Makers

Executive dashboards and automated reporting that provide leadership with the insights needed for strategic decision-making.

Expert Support When You Need It

No analysts? No problem. Our in-house data science team will help you build reports that solve your most complex analytics questions.

Professional data science consultation

Custom report development

Analytics best practices guidance

Ongoing optimization support

Real-World Applications

See It in Action

What the AI Agent Can Do

Automated tasks you can schedule or trigger on demand

1Schedule a weekly P&L summary for the CFO every Friday at 5 PM
2Build a cohort retention report segmented by subscription plan
3Compare this quarter vs the same quarter last year across all KPIs
4Automatically flag any report whose numbers deviate more than 20% from forecast

Try Asking the AI

Sample prompts you can use right now in the chat

→"Create a report showing orders by SKU with margin per unit"

→"Which of my reports are most frequently viewed this month?"

→"Schedule a daily revenue digest for the leadership Slack channel"

→"Show me a cohort breakdown of customer retention by acquisition month"

What Customers Say

"The custom report they created for me saves me a ton of time and every little detail that would come up, they would be on top of it. If you need specific information out of your data, these are the people you need to talk to."

Store Owner

Custom Solutions Store · BigCommerce

Ready to Build Custom Analytics Solutions?

Start creating custom reports that fit your unique business needs with PayHelm's flexible analytics platform. Connect data sources, build custom visualizations, and empower your entire organization.