Excel Revenue & Expense Report Creation

I need an Excel workbook that converts raw revenue and expense figures into polished, ready-to-share financial reports. The focus is purely on creating reports, not broader analysis or heavy automation, but I still want smart use of formulas, PivotTables, and dynamic charts so the layout updates itself as new data is pasted in.

My source files arrive monthly in CSV format. Once the data is dropped into a “Raw Data” sheet, the workbook should instantly populate:
• A clean revenue-versus-expense summary
• Month-over-month variance visuals (line or column chart)
• A printable report page formatted for A4, with my logo placeholder at the top

Key points for acceptance:
• All calculations must recalculate without manual refresh beyond standard Excel recalc (no external add-ins).
• Workbook functions in Excel 2019 and Microsoft 365 on Windows.
• No VBA unless a simple macro is truly the most efficient way to keep the report one-click easy.

If you’ve built similar financial report templates, a quick sample screenshot or brief description of your approach will help me see if your style matches mine.