AUTOMATED CUSTOMER REPORTING
Send Personalized Reports to Thousands of Recipients Without a Glitch
Automatically generate individualized statements, account summaries, and performance reports at scale using our drag-and-drop builder and data connections.
Cloud hosting, cancel any time
Self-hosted, free for low volume
THE CHALLENGE
Sending personalized reports to thousands of recipients creates operational bottlenecks that strain technical resources and disappoint customers.
THE SOLUTION
CxReports eliminates these bottlenecks with a visual report builder that connects directly to your data sources, allowing you to create and maintain automated customer reports without programming expertise.
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
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.
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)
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
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