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Insert Report Builder Controls using shortcodes

Report Builder shortcodesAdding shortcodes manually in Report Builder

Shortcodes are the “good old-fashioned” manual way of using Report Builder controls in posts or pages (or any other places where shortcodes are allowed). All elements shortcodes are starting with “reportbuilder” shortcode name, and id of the report that you want to use on the page:

[reportbuilder id=x ...]

There are 2 main types of elements that can be rendered with reportbuilder shortcode: buttons (download button or save to media library button) and inputs.

Download button can be inserted with a shortcode like this:

[reportbuilder id=1 text="Download report" class="btn"]

  • id” shortcode attribute references the specific report that you created;
  • text” shortcode attribute can change the label that will be displayed on the button;
  • class” shortcode attribute adds CSS classes to the button – this can help you to make the button design match the theme or style it manually.

Save to Media Library button can be added like this:

[reportbuilder id=1 type="save" text="Save report" class="btn"]

  • id” shortcode attribute references the specific report that you created;
  • text” shortcode attribute can change the label that will be displayed on the button;
  • type” shortcode attribute defines the action of the button (save to media library instead of download to local);
  • class” shortcode attribute adds CSS classes to the button – this can help you to make the button design match the theme or style it manually.

Additional variables front-end input can be added like:

[reportbuilder id=1 element="varInput" name="notes" text="Please enter the notes" default="Pay upon recepit" class=""]

  • id” shortcode attribute references the specific report that you created;
  • text” shortcode attribute can change the label that will be displayed on the button;
  • element” shortcode attribute defines that an input needs to be rendered, not a download button;
  • name” shortcode attribute tells Report Builder which variable to refer to (variables are defined in the Report Builder Wizard);
  • default” shortcode attribute defines the default value (which will be pre-filled in the input);
  • class” shortcode attribute adds CSS classes to the input – this can help you to make the input design match the theme or style it manually.

You can construct any shortcodes manually, or copy&paste the pre-generated shortcodes from the browse page or from Report Builder Wizard.

Easier way of adding the Report Builder elements on pages is to use standard WordPress’ Visual Editor, or WPBakery Visual Composer integration.