Generate Pixel-Perfect Reports and Automate Delivery
Connect your database or application with our visual PDF report builder to automatically generate visually rich documents and deliver them to your users.
Invoices- Contracts
- Notices
- Account statements
- Merchant records
- Salary slips
- Test results
- Portfolio valuations
- Sales reports
- Utility bills
- Tickets
- Investment proposals
- Shipment reports
- Trade reports
- Health records
- Financial reports
Pixel-perfect
PDF Reports
Scheduled Generation
and Delivery
On-premise
or Cloud Hosting
Local
Data Sources
API
Integration
COMMON PITFALLS
Tired of spending hours on preparing and sending reports?
Time-consuming manual data entry and formatting- Tedious collection of data from various sources
- Advanced programming skills needed
- Inconsistent branding in user-facing documents
- Human errors
Discover how CxReports will save time and strengthen your brand
CxReports excels with its visual capabilities, whether you're creating simple documents or building advanced reports...
VISUAL EDITOR
Design Reports with Drag & Drop
Create pixel-perfect reports and maintain consistent branding effortlessly. Our visual editor lets you drag-and-drop components, view real data, and adjust layouts without coding skills.
- Advanced tables and charts
- QR codes, barcodes, and 20+ other components
- Flexible layout options
- Company colors & typography
- Reusable themes and templates
CORPORATE BRANDING
Reinforce Brand In Your Documents
Impress your users with professional PDF documents. Enforce consistent appearance across all documents and easily make changes whenever you want.
- Company colors & typography
- Reusable themes and templates across reports
- Support for Google Fonts
- Custom fonts or CSS
PAGINATED DOCUMENTS
Generate Multi-Page Documents
CxReports offers everything you need to create content-rich reports featuring various types of pages, i.e. cover pages, chapter pages, landscape pages, etc.
- Reusable page templates (header, footer)
- Automatic page breaking and numeration
- Automatic Table of Contents
- Mixed Portrait and Landscape pages
- Print to PDF or paper
VISUAL GUIDE
See What's Possible
This document highlights components and visual capabilities of CxReports, showing how data is transformed into engaging visuals. It's designed for both new and experienced users to inspire creativity and assist in developing their own reports.
CxReports connects to your IT systems and offers automation...
DATA CONNECTIONS
Report Directly from the Data Source
Connect your databases and other data sources to keep your reports always up to date. Report across multiple data sources with ease.
- Parametrized reports (i.e. by period, department, region, etc.)
- Multilingual reports
- Static data sources (JSON, CSV)
- Dynamic data sources (API, SQL queries)
AUTOMATION
Deliver Thousands of Reports on Time
Are you manually preparing and sending PDF documents daily or monthly? CxReports will save you time and cut inevitable human errors.
- Scheduled report generation
- Automated delivery via email
- Optional human review step
- Dynamic recipient list (variable data printing)
- Optional last-page ads in client documents
Get Started in 3 Easy Steps
1) Find a template that matches your use case or ask us to make one for you...
Automate your invoicing for efficiency. Cut time, eliminate errors, and maintain a professional image with our Invoice template.
- Streamline invoicing with automated templates.
- Reduce data entry errors with consistent formatting.
- Ensure a polished, uniform look across all invoices.
Channel your time into data analysis rather than the tedious task of manual report adjustments with this Annual Financial Report template.
- Minimize errors and ensure accuracy
- Generate precise financial statements
- Streamline data handling across departments
Stop wasting time consolidating sales data. Our Sales Report template simplifies the process, letting you focus on what matters.
- Ensure consistency in metrics and KPIs across your reports.
- Create visually appealing reports without design skills.
- Automatically schedule and send reports to keep everyone informed.
Impress investors with our Portfolio Valuation report template, tailored for investment funds and wealth managers needing precise financial assessments.
- Analyze assets in detail for current and future performance.
- Personalize reports with your brand to build client trust.
- Integrate data from various sources for comprehensive valuations.
Seize the competitive edge with our intuitive Broker Reports template.
- Get clear, detailed trade insights for informed decisions.
- Customize reports with your brokerage's branding.
- Integrate seamlessly with existing systems for streamlined reporting.
Elevate your bank's customer experience with our specialized Bank Account Statement report template.
- Create sleek, professional statements customers will value.
- Customize with your bank's logo and colors for brand reinforcement.
- Ensure accurate data with automated integration.
Deliver precision and clarity in patient care with our Lab Results template, tailored for healthcare providers seeking to enhance their diagnostic communications.
- Ensure detailed, accurate diagnostic data presentation.
- Customize reports to match your practice's branding.
- Make lab results easy to interpret for better patient care.
2) Request a free trial of CxReports
CLOUD DEPLOYMENT
Software as a Service Service
With a cloud-based setup, you get quick access, minimal infrastructure management, and secure, reliable performance suited to modern organizations.
- Scalable cloud deployment
- Seamless updates and maintenance
- Reduced IT overhead
or a Free License to set up CxReports in your environment...
DOCKER APPLICATION
Get it up and running in less than 10 minutes
Our setup process is simple and user-friendly, requiring some technical know-how but no programming skills. Follow these steps to securely integrate your reporting solution.
Secure On-Premise Solution
Seamless Data Integration
Granular Access Control
Create Docker Compose File
Configure your Docker environment by creating a docker-compose.yml file that defines the CxReports service and its Postgres database dependency.
Configure Application Settings
Customize the appsettings.Production.json file with your specific settings, including encryption and SMTP settings to ensure secure operation.
Run Docker Commands
Use Docker commands to start and stop the CxReports application. Enjoy seamless and automated report generation.
3) Adapt the template and configure your environment...
TEST USE CASE
Customize and Automate Your First Report
You should set up the environment based on your preferences. Customize templates, configure user roles, connect databases, set up jobs, etc.
Adapt the Selected Template
Customize the template by updating the logo, fonts, and other visual elements to match your brand’s standards.
Connect Data Sources
Link databases or APIs to bring in relevant data, making your report useful and impactful.
Automate Delivery
Set up background jobs to automatically generate and distribute reports, ensuring timely delivery without manual effort.
Relax knowing this process is now fully automated!
Who is CxReports for?
CxReports is designed for companies of all sizes and industries, helping them automate and enhance their document generation processes for greater efficiency and consistency.
Financial Institutions
CxReports automates financial document creation and delivery, ensuring accuracy and reducing manual work. With robust security features and on-premise hosting, it’s perfect for handling sensitive data and meeting compliance requirements.
- Automated reporting and report delivery
- On-premise hosting and security
- Effortless branding
Healthcare
CxReports automates creating and distributing patient records, lab results, and billing statements, reducing administrative tasks. Its robust security features and on-premise hosting safeguard sensitive patient data, ensuring privacy compliance while boosting efficiency and accuracy.
- Automated reporting and report delivery
- Enhanced data security
- Improved accuracy and efficiency
Utility Companies
CxReports helps utility companies automate billing statements and usage reports, saving time and effort. With branding and ad options on bills, it boosts brand awareness and opens new revenue streams. Plus, it efficiently scales to handle a large customer base.
- Automated document generation and delivery
- Enhanced branding and advertising
- Integration with multiple data sources
Software Companies
CxReports integrates seamlessly into software applications as a reporting module, saving development time and enabling easy report modifications. It supports per-customer customized reporting and offers OEM licensing for specialized components, enhancing user experience and efficiency.
- Embedded reporting module
- Per-Customer customized reporting
- OEM licensing
IT Departments
CxReports enables IT departments to efficiently generate reports from various internal systems like accounting and HR, reducing manual work. It integrates seamlessly with multiple data sources and offers customizable layouts for tailored reports.
- Integration capabilities
- Customizable and flexible layouts
- Streamlined internal reporting
Jovan Tegeltija
CEO Interfin SoftLab
Automated email generation is a killer feature that drastically reduced our manual work and boosted efficiency. The scheduler and manual triggers are also fantastic, making CxReports a standout tool for us.
Simplified Reporting for the Whole Organization
Whether you’re creating reports, managing IT, or developing an app, CxReports makes your job easier.
For Report Authors
Create pixel-perfect reports effortlessly without any programming skills.
- Visual editor & rich component set
- Parameterization
- Data sources
- Multilingual support
- Scheduled email dispatch
- Printing to PDF or paper
- Client-specific report customization
For IT Administrators
Integrate CxReports into your existing infrastructure with ease.
- On-premise or Cloud hosting
- Support for various data sources (MS SQL, MySql, Postgres, MongoDB, API, CSV, JSON)
- Separate environments for different departments
- Granular access control
- Lifetime license + optional support
- Installation via Docker
For Software Developers
Add robust document generation and reporting capabilities to your applications effortlessly.
- Document generation via API
- Client libraries for C#, Node.js, PHP
- Embed reports in other applications via iframes
- Integration examples on Github
- Documentation
- Docker container for development
Comprehensive and Secure Integration
Integration
CxReports has you covered for accessing data for reports, seamless sign-ins, integrating reporting into standard workflows, and sending emails via company accounts.
- SQL Connectors (MS SQL, Postgres, MySQL, MongoDB, Oracle)
- API Access
- Single sign-on
- Docker image
- Advanced SMTP configuration and throttling
Security
CxReports provides a comprehensive set of security features tailored for sensitive data environments, such as financial and healthcare records.
- On-premise or Cloud hosting
- Granular access rights (roles, permissions, access lists)
- Workspaces (multi-tenancy)
- Offline mode
Embedded Reporting
Use CxReports to offer reporting to end users within your web applications. Save time on implementing a new module and easily add new reports.
- Preview reports using iframes
- Push data API
- Client connector libraries (TypeScript, C#, PHP, Python, etc.)
- Integration examples (React, Next.js)
See CxReports in Action
Experience how easy and efficient it is to transform complex data into pixel-perfect reports with CxReports. Access our live demo environment to see the full capabilities in action.