Help Centre

This Help Centre answers the questions we hear most often, organised by the stage of PivotHero you are using: uploading a file, understanding the AI's recommendation, unlocking a report, and managing your account. If your question is not addressed below, our support team is reachable via the details at the foot of this page.

How do I upload a spreadsheet to PivotHero?

From the homepage, select 'Upload your file' and either drag your file into the upload area or click to browse for it on your device. Once the file has been received, PivotHero analyses its structure automatically and presents an AI-recommended report configuration within moments, with no further input required from you.

Which file types and file sizes does PivotHero support?

PivotHero accepts spreadsheet files in .csv, .xls, and .xlsx format, up to 50MB in size. If your file exceeds this limit, consider splitting it into smaller files by date range or category, or removing columns that are not required for the report you wish to generate.

Why won't my CSV or Excel file upload?

An upload will be rejected if the file is not genuinely a CSV, XLS, or XLSX file regardless of its file extension, if it exceeds the 50MB limit, or if the file contains no readable data rows. If your file appears to meet these requirements and still fails, confirm that the first row contains column headers and that the file has not been corrupted by the export process that produced it; re-exporting from the original source often resolves the issue.

How does PivotHero's AI decide which pivot table to recommend?

PivotHero examines every column in your file and classifies it by type: dates, monetary values, percentages, categories, and identifiers such as invoice or customer numbers. From this classification, it proposes which columns should form the rows, columns, and values of your pivot table, along with a plain-language explanation of why each choice was made. Beyond a single recommendation, PivotHero also surfaces several distinct report suggestions, such as monthly trends, category breakdowns, and top-performer rankings, so that you may choose the analysis most relevant to your purpose rather than a single generic configuration.

Can I customise the pivot table PivotHero generates?

Yes. After the AI presents its recommendation, select 'Customise First' to assign columns to rows, columns, values, and filters yourself, choose the aggregation method applied to each value (for example, sum, average, or count), and select a chart type. Your customised configuration is then used to generate the report in place of the AI's original recommendation.

What is the difference between a free preview and a PivotHero Pro report?

Every report, whether generated by a free or a Pro account, is built in full immediately: the underlying analysis is identical. A free account sees a blurred, watermarked version of the chart together with a fully readable executive summary, sufficient to judge the value of the report before paying for it. Unlocking PivotHero Pro, for US$10 per year, removes the watermark, reveals the complete pivot table, and enables export to Excel, CSV, PDF, and PNG.

How do I unlock and download my report?

On the report page, select 'Unlock for US$10/year' and complete payment through our payment processor, Stripe. Once payment is confirmed, the report unlocks automatically and download buttons for each supported format become available. You will need to be logged in to unlock a report, since Pro access is tied to your account rather than to an individual report.

Why does my report still show as locked after I have paid?

Payment confirmation is processed by Stripe and typically reaches PivotHero within a few seconds, though on rare occasions there may be a short delay. Refresh the report page after a minute; if it continues to show as locked, contact support with your payment confirmation or invoice reference and we will investigate promptly.

Do I need to verify my email address to use PivotHero?

Not necessarily. Depending on current account settings, you may be able to register and begin using PivotHero immediately without completing an email verification step. Where verification is required, you will be prompted to confirm your email address before logging in, and may request the verification message be resent if it does not arrive.

How do I reset my PivotHero password if I have forgotten it?

Select 'Forgot password?' on the login page and enter the email address and full name associated with your account. Provided both match our records, you will proceed directly to a screen where you may set a new password, with an option to reveal or hide each entry as you type, before returning to the login page.

How do I try PivotHero without uploading my own data?

Select 'Try with sample data' on the homepage to generate a full report from a built-in example dataset, with no upload, and no account, required. This is the fastest way to see the complete upload-to-report experience before committing your own spreadsheet.

How do I contact PivotHero support?

Logged-in users may submit a support ticket directly from the Dashboard, which routes your enquiry together with your account context to our support team. Alternatively, use the Contact page, or email support@getpivothero.com directly. We aim to respond to support enquiries within two business days.