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Reports

Design it once, render it for every customer

A report is a template you build visually from components — text, tables, charts, images — and render against different data. Every run comes out pixel-identical and on-brand.

Build your first report Component reference

Never built one? Start here

The invoice tutorial walks you through a complete report end to end. It's the fastest way to understand how the pieces fit together.

What goes into a report

Components
Text, tables, charts, images and barcodes, placed on a canvas and bound to your data.
Data and parameters
Rows from SQL, an API, MongoDB or a file, filtered by parameters supplied at run time.
Themes and dictionaries
Shared styling, page geometry and per-language text, so every template stays consistent.

How it comes together

1Connect data
Point a data source at your database, API or file and explore the shape of what comes back.
2Design the template
Lay out components on the page, bind them to fields, and apply a theme.
3Render and deliver
Generate on demand or on a schedule, one document per customer, to email, Drive, S3 or SFTP.

Explore

  • Author

    The editor, reusable templates, and the text and layout building blocks you assemble a report from.

    Report Editor · Templates · Text Templates

  • Connect data

    Pull rows from your database or API, explore the shape of them, and make the report configurable at run time.

    Data Sources · Data Explorer · Parameters

  • Place components

    Tables, charts, images, barcodes and more — the building blocks you assemble on the canvas.

    Component reference

  • Control the look

    Shared themes, page geometry and per-language dictionaries so every report comes out on-brand.

    Themes · Page Types · Dictionaries

  • Automate delivery

    Run templates on a schedule, produce one document per customer, and deliver by email, Google Drive, S3 or SFTP.

    Report Generation Jobs

  • Use AI

    Generate and refine report content with the assistant, and teach it your conventions with skills.

    AI Assistant · AI Skills

Common tasks

You want to… Read
Repeat a block once per row Repeating Elements
Embed one report inside another Subreports
Combine several PDFs into one Document Merge
Export as XLSX, HTML or CSV Export Formats
Build your own component Custom Components
Format dates, numbers or currency Text Formats
Attach static files to a report File Management

Before you start

Reports read from a connected database. If you haven't set one up, see Databases.