Report Templates
Customizable report templates designed to streamline your reporting process. Whether you need financial summaries, sales data, or lab results, our templates offer a professional and polished way to present your information.
Annual Reports
Customizable, polished annual report templates to help you present your company’s yearly performance with clarity and impact.
Invoice Templates
Choose from a variety of templates as a starting point for designing professional invoices.
Financial Reports
Our Financial Reports category provides options for generating balance sheets, income statements, cash flow statements, and detailed analyses of assets and liabilities.
Insurance Reports
Our Insurance Reports category provides options for generating declarations pages, certificates of insurance, policy endorsements, coverage riders and renewal notices for life, auto, property and liability lines.
Utilities
This category includes templates designed to present detailed and clear summaries of household or business utility usage, charges, and payment options. These templates ensure that essential billing information is easily accessible and understandable for customers.
Tickets
Unlock endless possibilities with our collection of high-quality ticket templates! These templates can include QR codes and barcodes for easy scanning, easing and simplifying your ticketing process.
Sales Reports
Our Sales Reports templates allow you to create reports that visualize key sales KPIs, top-performing products, regional sales, growth metrics, promotions results, inventory levels, etc.
Lab Results
Our Lab Results templates are the perfect starting point for compiling and presenting medical tests, health checks, and other diagnostics producing numerical outputs within allowed ranges.
Portfolio Valuation
Our Portfolio Valuation templates simplify creating detailed reports on asset allocation, performance, exposure, transactions, and more.
Broker Reports
Our Broker Reports templates are designed for creating order and trade confirmations, period listings, portfolio change reports, and more.
Bank Reports
Our Bank Reports templates generate comprehensive reports like account summaries, transaction histories, and loan statements.
Ads
Our Ads templates are perfect for creating PDF flyers for any online offer, including real estate listings, cars, electronics, and more.
Operations and Logistics
Our Operations and Logistics templates are ideal for creating documents such as warehouse shipping forms, item tracking reports, and inventory listings.
Don't See What You Need?
Do you have a unique document format or special design needs? We can build a custom template tailored to your exact specifications.
What We Need From You:
Sample JSON data - Your data structure and field names- Design guidelines - Layout preferences, branding, styling requirements
What You Get:
- Professional template designed to your specifications
- Optimized for your data structure
- Ready to use with your CxReports instance
- Full customization support
From sample data to finished template in 3-5 business days.