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Creating a first report

This guide will walk you through the process of creating your first report using CxReports. We'll cover the creation of report types, page types, themes, templates, and finally, the report itself.

Creating Report Types

  1. Under the Workspace Configuration section, select Report types.
  2. Click on the Add new report type button.
  3. Fill out the form with the name, description, and code. Note: You cannot fill out the default report section until you have a report created.
  4. Click on the confirm button to save your new report type.

Creating Page Types

  1. Under the Workspace Configuration section, select Page types.
  2. Click on the Add new page type button.
  3. Fill out the form with the name and description.
  4. Click on the confirm button to save your new page type.

Creating Themes

  1. Under the Reporting section, click on Themes.
  2. Click on the Add new theme button to create a new theme.
  3. Provide a name for your theme and click on Save.
  4. Your new theme will appear in the list, an by selecting it you can customize it by adjusting various settings such as font sizes, colors, tables, charts, and more.
  5. Save your changes and apply the theme to your reports and templates.

Creating Templates

  1. Under the Reporting section, click on Templates.
  2. Click on the Add new template button.
  3. Provide a name for the template and select existing theme to bind it to a template.
  4. Your new template will appear in the list and by selecting it you can further customize it.
  5. Once you access your newly created template, under the "Pages" tab, you will see page type(s) that you have previously created. Click on the switch of the page type to enable it for this template.

Creating Reports

  1. Under the Reporting section, click on Reports.
  2. Click on the Add new report button.
  3. Provide a name, report type, report template, and theme (optional) for your report.
  4. After filling out the form, click on the confirm button.
  5. Your report will appear in the list and you can access it by clicking on the name of the report.

Setting up Reports

  1. Select New page button on the left sidebar and choose one of the available pages.

Your first report with your page type, template, theme, and report type is now set up and ready for use.

Using Reports

You can start by dragging and dropping components into the page. This will allow you to customize your report to fit your specific needs.