Automated Customer Reporting
Personalized Reports Without Coding
Connect your data with our drag-and-drop report builder to automatically generate visually rich documents and deliver them to clients, partners, or employees.
Cloud hosting, cancel any time
Self-hosted, free for low volume
USE CASE #1
Automated Customer Reports
Deliver personalized reports to your customers on a set schedule, based on your data, through your own mailing system, with your company branding and optional human review in the loop.
Usage-based invoicing and billing statements- Bank account statements with transaction details
- Business partner performance and analytics reports
- Employee compensation and benefits statements
USE CASE #2
Premium Reports
Create polished, data-heavy PDFs for high-profile stakeholders with complex multi-page layouts featuring sophisticated data visualizations and professional branding.
- Portfolio analysis and investment proposals
- Financial statements and regulatory filings
- Operational analytics and KPI summaries
- Annual reports, executive summaries, and board materials
USE CASE #3
Document Generation API
Generate documents on-demand through API calls from your systems. Use standardized templates with dynamic data and seamless integration into your existing business workflows.
- Transaction confirmations and receipts
- Insurance policies and claims documentation
- Laboratory results and medical reports
- Shipping confirmations and delivery notices
Get It Up And Running in 3 Steps
Deploy & Connect
Data Sources
Set up CxReports in your environment and connect to your existing databases, APIs, and data stores.
- Cloud SaaS or on-premise deployment
- SQL databases, REST APIs, Google Sheets, CSV imports
- Hybrid deployment options
Design &
Build Reports
Use the drag-and-drop visual editor to create professional report templates with your branding.
- Visual editor with 20+ component types
- Company branding, colors, fonts, and logos
- Preview actual data while designing
Automate &
Integrate
Generate thousands of personalized reports automatically and integrate delivery into your business workflows
- Scheduled generation and delivery
- Email delivery with dynamic recipient lists
- API integration for existing business systems
Over 10,000 personalized reports sent monthly by CxReports users.
Start With Ready-Made Templates
Skip the design phase and jump straight to connecting your data. Our template library includes professionally designed layouts for common reporting needs. Each template is fully customizable, so you can have personalized reports running in minutes instead of weeks.
Browse All Templates
Simplify 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