Insights on reporting, automation & document design

Read the latest insights on automated report generation, PDF reporting, template design, document security, and more from the CxReports team.

Sep 23, 2026Industry Use Cases

Marketplace Seller Payout Statements and 1099 Generation: The Document Side of Payments Platforms

Explore how marketplaces automate payout statements and 1099 tax documents with precise layouts, batch generation, seller-specific detail, and self-service access.

Sep 17, 2026Industry Use Cases

Telecom and Subscription Billing at Scale: Usage-Based Statements Without Template Chaos

Discover how telecom and subscription providers generate accurate usage-based statements with scalable tables, plan-specific content, mid-cycle proration, and batch automation.

Sep 15, 2026Industry Use Cases

Utility Billing Statement Automation: Usage Data, Tiered Rates, and Regulatory Disclosures

Discover how utilities automate personalized bills at scale using parameter-driven rate structures, usage-history charts, subreports, and conditional regulatory disclosures.

Sep 10, 2026Industry Use Cases

Patient Billing Statements at Scale: Balancing Clarity, Compliance, and Collections

Discover how to automate patient billing statements with itemized or summary views, collection-stage messaging, clear charge breakdowns, and multi-facility branding.

Sep 08, 2026Reporting Automation

Explanation of Benefits and Claims Statements: The Document Volume Problem in Healthcare Payers

See how healthcare payers and TPAs can automate EOB generation at scale, handling multi-claim statements, state-specific content, claim outcomes, and corrected statements.

Sep 03, 2026Reporting Automation

Payroll and Benefits Statement Automation: Pay Stubs, W-2s, and Annual Benefits Summaries at Scale

Discover how to automate pay stubs, W-2s, and benefits summaries using precise templates, employee-specific content, client branding, and scalable batch workflows.

Sep 01, 2026Industry Use Cases

Certificates of Insurance on Demand: Fast, Accurate Documents for Agents and Policyholders

Discover how insurers automate certificates of insurance with live policy data, synchronous PDF generation, conditional fields, and application-level authorization.

Aug 27, 2026Security & Compliance

Policy Renewal and Non-Renewal Notices: The Compliance Documents Insurers Can't Miss

Discover how insurers generate compliant renewal and non-renewal notices using per-policy triggers, conditional language, governed templates, and delivery records.

Aug 25, 2026Industry Use Cases

Claims Documentation at Scale: Loss Runs, Denial Letters, and Settlement Statements for Insurers

Discover how insurers automate loss runs, denial letters, and settlement statements using on-demand generation, conditional disclosures, governed content, and template evidence.

Aug 20, 2026Industry Use Cases

Consolidated Reporting for Family Offices: One Statement Across Multiple Entities, Currencies, and Asset Classes

Discover how family offices use subreports, native currency formatting, asset class breakdowns, and upstream aggregation to build accurate multi-entity consolidated statements.

Aug 18, 2026Industry Use Cases

Multi-Generational Wealth Reporting: Designing Statements That Work for Both the Client and Their Heirs

Discover how wealth management firms use shared data, report parameters, themes, PDF delivery, and embedded portals to create better statements for clients and next-generation heirs.

Aug 13, 2026Reporting Automation

Model Portfolio and Fund Fact Sheet Automation for TAMPs and Asset Managers

Discover how automated fund fact sheet reporting improves consistency across portfolios, advisor networks, and distribution partners with reusable templates, themes, disclosures, and review workflows.

Aug 11, 2026Reporting Automation

Capital Calls and Distribution Notices: The Event-Triggered Documents Private Funds Can't Miss

Discover how private funds generate accurate LP notices from business events, calculate individual commitments and distributions, and track delivery before payment deadlines.

Aug 04, 2026Security & Compliance

Watermarks as Document State Control: Draft, Final, Confidential

Discover how dynamic document watermarks reflect lifecycle and handling states at generation time, complement approval gates, and improve financial document governance.

Jul 30, 2026Industry Use Cases

Alternative and Illiquid Asset Reporting: Why Private Equity and Private Credit Statements Break Standard Templates

Discover how wealth managers can report private equity and private credit alongside liquid holdings with flexible templates, capital account fields, conditional sections, and clear NAV dates.

Jul 28, 2026AI in Reporting

AI for Loan and Credit Document Templates: Speed and Accuracy in Lending Documentation

Discover how AI accelerates loan and credit document template design while compliance teams verify data binding, disclosure accuracy, fair lending consistency, and regulatory changes.

Jul 23, 2026Architecture & Integration

Multilingual Financial Reports: Building One Template for Multiple Languages

Discover how multilingual financial reporting simplifies maintenance with shared templates, IETF language tags, dictionaries, AI translation, and compliance-focused review workflows.

Jul 21, 2026AI in Reporting

No-Code Reporting in 2025: What AI-Assisted Design Actually Enables (and What It Doesn’t)

Discover how AI-assisted reporting makes report design more accessible while data connections, access control, deployment, and monitoring still require technical expertise.

Jul 16, 2026Security & Compliance

Conditional Sections in Financial Documents: The Regulatory Case

See how conditional sections help financial firms manage MiFID II, PRIIPS, product risk warnings, jurisdiction rules, and investor document compliance.

Jul 06, 2026AI in Reporting

Scaling Your Report Library with AI: From 50 Templates to 500 Without the Consistency Problems

See how to scale from 50 to 500 report templates using CxReports themes, AI-assisted generation, workspace governance, naming rules, and refactor decisions.

Jul 02, 2026Migration & Alternatives

Migrating from SSRS in Banking: What You Must Verify Before Cutting Over

See what banks must validate before migrating from SSRS, including output parity, SQL logic, subreports, parameters, locale formatting, and cutover planning.

Jun 30, 2026AI in Reporting

AI-Assisted Document Design for Healthcare: Meeting Clinical Reporting Standards Faster

See how AI-assisted template design helps healthcare teams create structured clinical reports faster while preserving PHI, HIPAA, and clinician review controls.

Jun 23, 2026Reporting Automation

API-Driven Report Generation in Banking Workflows: Reports as a Service

Learn how to design report generation as a shared service across banking platforms, with structured APIs, secure authentication, delivery tracking, asynchronous processing, and workflow integration.

Jun 18, 2026AI in Reporting

Designing Financial Reports with AI: Precision, Consistency, and Speed for Finance Teams

Learn how AI accelerates the creation of P&L statements, balance sheets, portfolio reports, and financial templates while keeping data binding, compliance, and approvals under human control.

Jun 16, 2026Security & Compliance

Shared Templates in Banking: The Update Propagation Problem

Discover how banks use shared templates, themes, and controlled promotion workflows to propagate regulatory changes across large report libraries with full auditability.

Jun 11, 2026AI in Reporting

Localisation at Scale: Using AI to Adapt Report Templates for Multiple Languages and Regions

Discover how to localise report templates for multiple languages and regions using AI, translation dictionaries, locale-aware formatting, and structured review workflows.

Jun 09, 2026Security & Compliance

SSO Integration for Reporting Systems in Banking: Why It Is a Hard Requirement

Discover why banks require SSO-enabled reporting platforms, how identity provider integration strengthens audit trails, and what security teams evaluate during procurement.

Jun 02, 2026AI in Reporting

AI-Assisted Template Customization for Multi-Tenant SaaS: Scaling White-Label Reports Without Manual Effort

Discover how AI automates report branding, template customization, and tenant onboarding workflows while maintaining governance, workspace isolation, and design consistency.

May 26, 2026Security & Compliance

Delivery Tracking for Regulatory and Client Documents: What 'Sent' Actually Means

Learn how banks track per-recipient delivery status, manage compliance-related delivery failures, and build defensible audit records for investor statements and regulatory filings.

May 20, 2026Reporting Automation

Pre-Distribution Review at Scale: How Banks Check 4,000 Reports Before Sending Them

Learn how consolidated PDF review packs, staged delivery workflows, and approval checkpoints help banks safely distribute large-scale investor statement batches.

May 19, 2026Reporting Automation

Event-Driven Report Scheduling: Why Data-Ready Flags Replace Fixed-Time Jobs

Discover how banks use data-ready flags and API-triggered workflows to prevent incorrect statement generation, reduce reruns, and strengthen audit trails.

May 14, 2026Industry Use Cases

Quarterly Statement Runs at Scale: The Operational Requirements a Bank Must Meet

Learn what banks need for production-grade quarterly statement runs, including error isolation, approval workflows, recipient tracking, and reproducible delivery.

May 12, 2026Document Generation

Report Templates vs Dashboards: When PDF Reporting Wins (and Why)

Discover when PDF report templates outperform dashboards for delivery, compliance, and formal records, and how the two formats complement each other in a hybrid reporting strategy.

May 07, 2026Security & Compliance

Secure File Sharing for Reports: Threat Models, Access Patterns, and Auditability

Discover best practices for secure report delivery, including portals, expiring links, least-privilege access, audit logs, and safer alternatives to email attachments.

May 05, 2026Security & Compliance

Regulatory Reporting Automation: Deadlines, Evidence, and Change Control

Discover best practices for automating regulatory reporting with audit-ready evidence packages, template governance, approval workflows, and scalable compliance processes.

Apr 30, 2026Architecture & Integration

Invoice Generation at Scale: Taxes, Line Items, Rounding, and Idempotency

Explore best practices for scalable invoice generation, including tax compliance, rounding rules, duplicate prevention, internationalisation, and testing.

Apr 28, 2026Reporting Automation

Invoice Automation: From Database Rows to Branded PDFs (Without Template Spaghetti)

Discover a clean architecture for invoice generation that separates logic, templates, and delivery-reducing complexity and improving maintainability.

Apr 23, 2026AI in Reporting

Measuring the Impact of AI-Assisted Report Design: Time Saved, Errors Reduced

Learn how to measure the real impact of AI in report design with a clear framework for tracking time savings, efficiency gains, and error reduction.

Apr 21, 2026AI in Reporting

From Spec to Report in One Prompt: AI-Accelerated Report Delivery for Business Teams

Learn how AI accelerates report delivery by removing specification delays, enabling business teams to create templates and reduce reporting backlogs.

Apr 16, 2026AI in Reporting

The Report Designer's New Workflow: Collaborating with AI Without Losing Brand Control

Discover how AI-assisted report design changes workflows, why designer judgment matters more, and how to maintain brand consistency and governance.

Apr 14, 2026AI in Reporting

AI-Assisted Report Design: What Changes When Your Template Editor Understands Plain English

Learn how AI-powered report editors change the way templates are built, reducing manual work and shifting focus from construction to validation.

Apr 09, 2026Migration & Alternatives

Modernising Your Reporting Stack: Replacing SSRS, Jasper, and Legacy Tools with AI-Assisted Templates

Learn how to replace SSRS, JasperReports, and legacy reporting tools with AI-assisted templates, reducing template migration effort and modernising your reporting stack.

Apr 07, 2026Migration & Alternatives

Crystal Reports Migration: Why It Keeps Getting Postponed - and How AI Finally Changes That

Explore why migrating from Crystal Reports is difficult, how to manage template debt, and how AI-assisted report design accelerates large-scale migration projects.

Apr 02, 2026Industry Use Cases

The Quarterly Statement Factory: How RIAs Automate Client Reporting Without Losing Control

Discover how to automate quarterly client statements with parameterized templates, batch generation, and audit-ready workflows while maintaining compliance and accuracy.

Mar 31, 2026Migration & Alternatives

Total Cost of Ownership: Enterprise Reporting Solutions Comparison

Understand the true cost of reporting systems with a TCO framework covering build vs buy decisions, hidden costs, infrastructure, maintenance, and scalability.

Mar 26, 2026Architecture & Integration

Building Scalable Reporting Systems: API-First vs Template-Based Approaches

Explore the trade-offs between API-first and template-based reporting systems, including scalability, maintenance costs, complexity, and hybrid architectures.

Mar 24, 2026Report Design

Report Template Design: Best Practices for Professional Documents

Discover how to build professional report templates with themes, page layouts, and reusable components to ensure consistency and maintainability at scale.

Mar 19, 2026Report Design

Multi-Page Document Generation: Structure, Flow, and Consistency at Scale

Learn how to build scalable multi-page documents with page types, automatic table of contents, flowing content, reusable subreports, and consistent templates using CxReports.

Mar 17, 2026Security & Compliance

Enterprise Reporting Security: Access Control, Credentials, and Deployment Architecture

Learn how to secure enterprise reporting systems with least-privilege access, encrypted credentials, secure data paths, and deployment strategies that reduce risk.

Mar 13, 2026AI in Reporting

The Future of Business Reporting: Real Trends, Honest Trade-offs

AI, automation, and cloud are reshaping reporting-but compliance precision, pixel-perfect PDFs, and on-premise deployment aren't going anywhere. An honest look at the trade-offs.

Mar 10, 2026Security & Compliance

Compliance-Ready Reporting: Audit Trails, Retention, and Scheduled Evidence Delivery

Build audit-ready reporting with traceability, retention, scheduled evidence delivery, and role-based access control. A practical guide for meeting SOX, HIPAA, GDPR, and financial compliance requirements.

Mar 02, 2026Architecture & Integration

Embedded Reporting Architecture: Patterns for Secure Integration

Understand how to embed reporting securely in your application using server-side APIs, short-lived tokens, iframe previews, and proper multi-tenant isolation.

Feb 26, 2026Security & Compliance

Multi-Tenant Reporting Security: Workspace Isolation, RBAC, and No Data Leaks

Secure multi-tenant reporting with workspace isolation, per-tenant roles, database separation, and SSO. Reduce accidental data leaks and enforce least privilege by design.

Feb 24, 2026Security & Compliance

Data Retention for Reports and Exports: What to Store, What to Hash, What to Forget

Learn how to design report and export retention policies that survive audits. Decide when to store PDFs, when to regenerate, how to use hashes, and how to automate compliant deletion.

Feb 17, 2026Architecture & Integration

On-Prem vs Cloud Reporting: Choosing the Right Deployment Model

Explore the differences between on-premise and cloud reporting deployments. Understand trade-offs around security, data access, maintenance, scaling, and compliance to choose the right model.

Feb 13, 2026Reporting Automation

Event-Driven Reporting: Why Your Business Events Should Trigger PDFs Instantly

Implement event-driven PDF generation using webhooks, REST APIs, or no-code automation. Instantly generate branded invoices, certificates, policies, and reports with scalable, reliable delivery.

Feb 10, 2026Architecture & Integration

Integration Patterns: Connecting CxReports to Your Data Sources

Learn how to integrate CxReports with databases, APIs, and private data sources. Discover patterns for embedding, PDF generation, temporary data, and secure cloud-to-database connections.

Feb 05, 2026Architecture & Integration

Performance Optimization: Scaling Reports for Enterprise Workloads

Scale enterprise report generation with predictable performance, low failures, limited concurrency, and reliable delivery.

Feb 03, 2026Architecture & Integration

Designing a Production-Ready Reporting API: Sync vs Async, Jobs and Delivery

Learn how to design a reporting API that handles large-scale exports reliably. Covers async jobs, delivery methods, auditability, and multi-tenant safety.

Jan 29, 2026Reporting Automation

Batch Document Generation: Beyond the "Loop and Export" Approach

Discover strategies for reliable, resumable, and robust batch document generation. Avoid failures, ensure fairness, and meet strict SLAs at scale.

Sep 08, 2025Reporting Automation

The ROI of Switching from Manual to Automated Reporting: A CFO’s Guide

Discover the ROI of automated reporting for CFOs. Cut costs, boost compliance, and deliver faster insights in wealth management.

Aug 06, 2025Industry Use Cases

Why Legacy Reporting Tools Hold Back Insurance Companies (And How to Modernize)

Outdated reporting tools slow insurance companies and increase compliance risks. Learn why modern insurance reporting software is vital and how CxReports helps teams upgrade.

Jul 14, 2025Migration & Alternatives

Crystal Reports Migration Roadmap

Looking to replace Crystal Reports? This migration roadmap shows how CxReports makes it simple to modernize your reporting with minimal disruption.

May 27, 2025Migration & Alternatives

What Microsoft’s SSRS Deprecation Means for Your Reporting Stack

SSRS isn’t officially retired, but core features are being removed and long-term support is fading. Find out what’s changing and how CxReports can help you modernize without the hassle.

May 07, 2025Migration & Alternatives

Why Crystal Reports for Enterprise Is Fading

SAP is retiring Crystal Reports for Enterprise. Learn what this means for your reporting setup and why many teams are switching to more flexible, modern tools like CxReports.

Apr 15, 2025Migration & Alternatives

Life After Crystal Reports

Support for Crystal Reports 2016 has officially ended-and other versions are next. Learn what this means, the risks of staying, and how to find a modern reporting tool like CxReports.

Mar 28, 2025Industry Use Cases

The Importance of Pixel-Perfect Reports in Finance and Compliance

Learn why pixel-perfect reporting is crucial for financial accuracy, compliance, and audit readiness. See how CxReports helps finance teams create precise, structured reports.

Mar 17, 2025Industry Use Cases

How Automated Reporting Improves Supply Chain Operations

Learn how automated reporting improves logistics efficiency, reduces errors, and enhances real-time tracking for better decision-making in supply chain management.

Mar 07, 2025Industry Use Cases

Top Wealth Management Reporting Features for Financial Advisors

Discover the best wealth management reporting features for financial advisors, including data integration, automation, secure delivery, customization, and client-ready visualizations.

Feb 26, 2025Industry Use Cases

Healthcare Data Reporting

Discover the biggest challenges in healthcare data reporting and how to fix them. Learn how CxReports helps streamline medical data for better accuracy, compliance, and efficiency.

Feb 11, 2025Migration & Alternatives

Best Crystal Reports Alternatives for 2025 – Top Reporting Tools

Compare the best Crystal Reports alternatives, including CxReports, Power BI, Tableau and Jaspersoft. See features, pricing and deployment options.

Jan 30, 2025Migration & Alternatives

Best Document Generation Solutions for Logistics | Top 5 Tools in 2025

Discover the top document generation solutions for logistics. Learn how tools like CxReports and others can automate workflows, reduce errors, and ensure compliance in logistics operations.

Jan 17, 2025Migration & Alternatives

Top 7 jsreport Alternatives for 2025: Best Reporting Tools Compared

Discover the best jsreport alternatives, including tools like CxReports, Docmosis, and Telerik Reporting. Compare features, pricing, and benefits to find the perfect reporting solution for your business.

Dec 25, 2024Architecture & Integration

Seamlessly Integrate Google Sheets with CxReports

Learn how to integrate Google Sheets with CxReports for real-time data updates, improved collaboration, and dynamic reporting. Step-by-step guide included.

Dec 09, 2024Migration & Alternatives

Top Carbone.io Alternatives for Document Generation in 2025

Explore the best Carbone.io alternatives for document generation. Discover tools like CxReports, Formstack Documents, JasperReports, and more to meet your document automation needs.

Dec 04, 2024Migration & Alternatives

Best Wealth Management Reporting Solutions for 2025: Top Picks for Efficiency

Discover the best wealth management reporting solutions for 2025. Learn how tools like CxReports can streamline financial reporting with automation, precision, and customizable features.

Nov 28, 2024Migration & Alternatives

Best Financial Reporting Software

Discover the best financial reporting software for 2025. Explore top tools for accurate reporting, automation, and data integration. Find the perfect fit for your business!

Nov 22, 2024Migration & Alternatives

The Top JavaScript Reporting Tools

Discover the top JavaScript reporting tools for creating high-quality, interactive reports. Explore options for data visualization, automation, and customizable designs, with CxReports leading the way.

Nov 20, 2024Migration & Alternatives

JasperReports Alternatives

Looking for JasperReports alternatives? Discover the top 7 tools for advanced reporting and data visualization, including CxReports, Power BI, Tableau, and more.

Nov 13, 2024Migration & Alternatives

Top MySQL Reporting Tools

Discover the top MySQL reporting tools for 2025 that can turn raw data into actionable insights. From easy setup to advanced customization, find the best tool for your business.

Nov 06, 2024Migration & Alternatives

Best PostgreSQL Reporting Tools

Discover the best PostgreSQL reporting tools, including CxReports, Tableau, Power BI, and more. Learn how these tools can enhance your data visualization and streamline your reporting process. Try CxReports today!

Nov 06, 2024Migration & Alternatives

DocRaptor Alternatives

Explore the best DocRaptor alternatives to create pixel-perfect PDF reports. From simple APIs to customizable solutions like CxReports, find the right tool for your reporting needs.

Oct 08, 2024Migration & Alternatives

Best Drag And Drop Report Builders

Explore the top drag-and-drop report builders to simplify your reporting process. Discover flexible, user-friendly tools to create custom reports effortlessly.

Sep 23, 2024Architecture & Integration

How to Generate Reports in PostgreSQL

Learn how to generate reports in PostgreSQL with this comprehensive guide. Discover step-by-step instructions, tips for optimizing report generation, and tools for better data analysis.

Sep 22, 2024Document Generation

How to Generate PDFs with PHP

Learn how to generate PDFs using PHP with step-by-step instructions, best tools, and code examples to streamline your document generation process.

Sep 16, 2024Document Generation

How to Easily Generate PDFs Using JavaScript

Learn how to generate PDFs using JavaScript with this simple guide. Explore different methods and libraries to create PDF documents directly from your web apps.

Sep 15, 2024Architecture & Integration

How to Generate Reports in MySQL: A Step-by-Step Guide

Master the process of generating reports in MySQL with this step-by-step guide. Learn how to efficiently create and customize reports using SQL queries.

Sep 14, 2024Document Generation

Key Tips for Successfully Starting with Report Building

Learn important tips for getting started with report building. Discover key strategies and tools to simplify your report creation process and boost productivity.

Sep 13, 2024Migration & Alternatives

Best APIs for Converting HTML to PDF

Explore the best tools for converting HTML to PDF in 2024. Find top solutions for fast, accurate HTML-to-PDF conversion to enhance document generation.

Sep 12, 2024Migration & Alternatives

Best PDF Report Creators: Top Tools to Enhance Developer Workflow

Discover the best PDF report creators for developers in 2024. Compare top tools for generating customizable, efficient PDF reports to enhance your workflow.

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