Report Builder
Helps your reps hand every dealer and partner a clear rebate report each quarter.
Built from My Program
What is Report Builder?
Report Builder is a web-based tool for brands and distributors that pay rebates to dealers, shops or partners. Your program staff and field reps sign in, pick the partners and the period, add a note, and export a branded rebate report for each one as a PDF or a PowerPoint file. The figures come straight from your incentive system's rebate files, loaded each quarter with an audit trail.
The same tool builds other account reports, such as sales reviews and program scorecards, from data you already have. Rebate reports are where it has run longest.
How a Rep Uses It
Three steps, start to finish.
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1
Select Partners & Period
Pick the year and quarter, the program, and the partners: a region, a store, a single account or your whole list. Untick anyone you want to leave out.
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2
Edit & Customize
Choose the report template, add a title and a note from the rep that prints on every page, and attach the program flyer if you want it.
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3
Review & Export
Page through each partner's report, then download the whole set as a PDF or an editable PowerPoint file.
What Comes Out
Publish to PDF
One print-ready report per partner, on US Letter paper, ready to hand over or email.
Publish to PowerPoint
An editable PowerPoint file with a slide for each page, for reps who present the numbers in person.
Written to Grow the Program
Each report leads with the year's total, shows the dollar gap to the next tier, and ends with a plan for next year.
What Your Program Gets
Around the three steps, your program also gets:
In Report Builder
- Your rebate files loaded each quarter, with an audit trail of every load
- Your partner list and store list kept in step with the rebate data
- Sign-in for program staff and reps, with roles for who can see and change what
- Single sign-on from your own portal, if you have one
- Reports by region, store, account number or the whole list
- Up to four quarters on one report, with the tier reached in each
- A title and a rep's note on every page
- Program flyers attached to the report
- A log of sign-ins and report exports
Who It's For
- Brands, distributors, co-ops and buying groups that pay rebates or incentives to dealers, shops or partners.
- Programs where the rebate file already exists but the partner-facing report doesn't.
- Affinity and loyalty programs run with a partner, where two member lists have to line up.
- Field reps who present the numbers, and program staff who answer the questions.
- From a few hundred partners to many thousands.
Where It's Been Used
For 12 years, the independent dealers of a national office-products wholesaler built their own branded, on-price flyers from the full catalog on our Sell Sheet Builder — PDF, PowerPoint, or email-ready HTML in minutes, with the wholesaler in full control of the brand. We've also built and run NAPA's field-sales systems for six years, including the portal NAPA and AAA use for their joint rebate reporting program since 2021, and both are used heavily. The sample report on this page shows the structure we now recommend, with a made-up program and partner.
See it with your own program
Rather than ask for a call, we build a sample report from your program's tiers and rates, with your logo and a made-up partner. It only takes a few minutes to decide if it's a fit.
Request a sample report built from your program →Frequently Asked Questions
Q. What does it cost?
Two parts: a one-time setup fee to load your rebate files, your partner list and your report design, and a monthly subscription that covers hosting, support and updates. Tell us your partner count and how often you pay rebates and we'll give you a figure.
Q. How long does it take to set up?
A sample report from your program's rates takes us a day. A full setup with your rebate files, your partner list, your report design and sign-in takes six to ten weeks, depending on the data.
Q. Is there a contract?
The first agreement runs one year. After that it's month to month.
Q. Where do the figures come from?
From your incentive system. Each quarter you send the rebate file it exports, plus your current partner list. We load both, keep an audit trail of every load, and the reports read from that data.
Q. Who designs the report?
We do, with you, to your brand standards. Start from the structure in the sample on this page, or from the report you hand out today. Reps add only a title and a note.
Q. Can a partner see another partner's figures?
No. Each report holds one partner's figures. Where a report compares a partner with its region, it shows the spread and the partner's rank, never another partner's numbers.
Q. Who can build reports?
Your program staff and your field reps, each with their own sign-in. Roles control who can see and change what, and your own portal's single sign-on can be used if you have one.
Q. What can be exported?
A print-ready PDF, or an editable PowerPoint file with a slide for each page. Program flyers can be attached to either.
Q. Can we see it with our own program first?
Yes. Send us a note with your program's tiers and rates and we'll build a sample report from them, with your logo. It only takes a few minutes to decide if it's a fit.