Pixel perfect reports that run themselves
Use AI to build the analysis, format it for your board, regulators, and customers, and send each version on schedule, governed per reader.
Built with AI
Sigma Assistant builds the analysis on governed data, and one step converts it into a formatted report.
The exact format on live data
Control layout, pages, headers, and footers, with the numbers straight from your warehouse.
One schedule for every reader
Email deliveries can run as each recipient, so one schedule sends everyone their own version.
Trusted by 2,000+ leading enterprises around the world
Traceable reports
One report for every region
Legacy reporting grows by copying: a version for each region, an export for each inbox. Sigma keeps one governed report you can trace end to end.
| Today | With Sigma |
|---|---|
| Thousands of legacy reports no one owns | One report filtered for each reader |
| Regional copies rebuilt by hand before 7 AM | Schedules that run queries as each recipient |
| Exports that leave governance once they hit an inbox | A link back to the live report in each delivery |
| No trace of where the board pack’s numbers came from | Lineage from each number to its source table |
From prompt to PDF to inbox
Design it once, run it on live data, and deliver it to everyone who needs it, without giving up control.
Build with AI
Start from a prompt
Ask Sigma Assistant to build the controls, KPIs, charts, and tables your report needs on governed data. Then convert the workbook to a formatted report and refine the layout by hand.
- Sigma Assistant builds on governed data
- Convert the workbook into a report in one step
- Refine layout, headers, and pagination by hand
Exact format
Set the exact layout once
Pixel Perfect Reporting sets the layout, pagination, headers, and footers your board, auditors, or regulator expect. Build the template once and reuse it across entities and periods.
- Page-level layout and pagination
- Headers, footers, and branding
- Reusable templates across entities and periods
Per reader
Send each version on schedule
Schedule reports by email or Slack. Email deliveries can run as each recipient, so one schedule replaces hundreds of hand-built copies and each person sees only what they can access.
- Scheduled email and Slack delivery
- PDF and PowerPoint formats
- Runs as each recipient for email
No rebuilds
Start from the workbook you already have
The workbook-to-report converter turns an existing analysis into a formatted report, so finance doesn’t rebuild what analysts already made.
- Converts workbook elements into report layout
- Keeps the live connection to the warehouse
Migration
Retire the legacy report server
Teams move years of reports to Sigma by keeping what people read, consolidating the copies, and rebuilding the rest on live data.
- 1
Keep what people read
Most report estates carry hundreds of reports no one has opened in years. Start with the ones that still go out.
- 2
Consolidate the copies
One report with controls for entity, region, or period replaces dozens of near-identical versions.
- 3
Rebuild on live data
Convert existing workbooks into formatted reports, connected to the warehouse instead of a nightly extract.
Move delivery and retire the old server
Recreate each schedule in Sigma, run both side by side for a cycle, then retire the old server.
- 1
Keep what people read
Most report estates carry hundreds of reports no one has opened in years. Start with the ones that still go out.
- 2
Consolidate the copies
One report with controls for entity, region, or period replaces dozens of near-identical versions.
- 3
Rebuild on live data
Convert existing workbooks into formatted reports, connected to the warehouse instead of a nightly extract.
Move delivery and retire the old server
Recreate each schedule in Sigma, run both side by side for a cycle, then retire the old server.
Reporting use cases
Built for the reports that can’t be wrong
Finance, operations, and compliance teams run these on Sigma today.
Board and investor packs
Formatted, branded, and tied to the same numbers as the forecast.
ExploreMonth-end close
Reconcile, comment, and publish from one workbook.
ExploreOperational reporting
Daily reports for each site, delivered before the shift starts.
Read more- PDF
Customer-facing reports
Formatted reports inside your own product, for your customers.
Explore
Governed after it’s sent
Reports follow your warehouse permissions in Sigma and in delivery, so a report never shows more than its reader is allowed to see.
Permissions that travel with the report
Email deliveries can run as each recipient, so row-level security applies per person.
Per-user OAuth
Connect with OAuth so queries run with each person’s own warehouse role.
Row- and column-level security
Reads and writes both inherit your table policies.
Audit trail
Audit logs record user activity, AI conversations, and input table edits, so you can see who changed what.
Your data stays put
Sigma queries your warehouse in place and never copies the data out.
Certified
SOC 1, SOC 2, SOC 3, HIPAA, GDPR, CCPA, and ISO 27001.
Trusted for operational reporting
See how leading companies consolidate and automate reporting with Sigma
1,500 reports consolidated. 33,000 objects simplified.1,500 reports consolidatedFrom 1,500 Reports to One Workbook: Inside Saddle Creek’s BI Reset with Sigma
150 sales reps. 13,000+ hours saved.13,000+ hours savedHow This Global Manufacturer Ditched Cognos and Reclaimed 13K Hours with Sigma
75% employee adoption. 80% reduction in reporting time.80% reduction in reporting timeHow Yamaha Finance Runs Its Entire Financial Modeling Process in SigmaStraight from the source
“The ability to schedule PDF exports via email to our C-Suite and other executives has been beneficial in providing reporting to all levels of the company.”
Analytics EngineerTravel and Hospitality · Gartner Peer Insights (opens in a new tab)“Reports are now live, actions can be taken immediately, and collaborating with colleagues is faster and more accurate than it has ever been.”
Alex BurcumSr. Data Analyst · Small Business · G2 (opens in a new tab)“Sigma has allowed us to centralize and accelerate analytics in a complex and rapidly evolving business and has allowed RevOps to claw back dozens of hours of manual reporting each week.”
Director of OperationsSoftware · Gartner Peer Insights (opens in a new tab)“Great Visualization and Reporting Tool, HUGE usability improvement over Tableau.”
Director of Data and AnalyticsBanking · G2 (opens in a new tab)“We really like the scheduled export options. This has been a key feature of our reporting for our customers, and we're converting everything over to Sigma because they support everything we need.”
Director of Solution EngineeringSoftware · Gartner Peer Insights (opens in a new tab)“An exceptional BI tool that increases the speed at which we are able to create dashboards and reports to generate insights.”
Data and Analytics ManagerManufacturing · Gartner Peer Insights (opens in a new tab)“It was easy to adopt, and we successfully migrated all of our previous reports to the platform with minimal friction. Building dashboards in Sigma feels intuitive and user-friendly, even for non-technical users.”
Data Engineering ManagerIT Services · Gartner Peer Insights (opens in a new tab)“Sigma queries directly against the warehouse, so users are always working with current data, not stale CSVs.”
Director of FinanceFinance · Gartner Peer Insights (opens in a new tab)
Related resources
Introducing the workbook-to-report converter: Create pixel-perfect reports in 1 click
Convert a Sigma workbook into a paginated, on-brand report with live data. Skip rebuilding layouts, headers, and formatting by hand.
Read the blog: Introducing the workbook-to-report converter: Create pixel-perfect reports in 1 clickAutomated Reporting: How AI Agents Automate Recurring Reports
AI agents automate recurring reports by querying live warehouse data, formatting outputs, and delivering them on a set schedule.
Read the blog: Automated Reporting: How AI Agents Automate Recurring ReportsMakena Capital Cuts Analyst Reporting Time by 50% and Builds a Firm-Wide Data Culture on Sigma
Makena Capital replaced manual Excel workflows with Sigma on Databricks, saving analysts 10–20 hours per week and enforcing penny-level accuracy across $20B AUM.
Read the story: Makena Capital Cuts Analyst Reporting Time by 50% and Builds a Firm-Wide Data Culture on Sigma
Reporting FAQ
What is pixel perfect reporting?
Pixel perfect reporting produces documents with exact layout, pagination, and formatting, built for print and PDF. Sigma builds them on live warehouse data.
Can Sigma replace our legacy report server?
Yes. Teams keep the reports people still read, consolidate near-identical versions into one report with controls, convert existing workbooks into formatted reports, and move scheduled delivery to Sigma before retiring the old server.
What formats can reports go out in?
Reports export as PDF or PowerPoint and can be scheduled to arrive by email or in Slack.
Can one schedule send each person their own version?
Yes. Email deliveries can run as each recipient, so each person gets a report filtered to the data they’re allowed to see.
Do recipients see only their own data?
Yes, when email deliveries run as each recipient. Reports follow the same row-level security as the warehouse and Sigma permissions.
Can AI help build a report?
Yes. Sigma Assistant builds the analysis in a workbook on your governed data, and the workbook-to-report converter turns it into a formatted report you can refine.
Bring the report someone rebuilds every Monday
We’ll show you how it runs itself on live data, governed for whoever reads it.