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Report Builder can come in handy when you just need to allow users of your site to create some kind of document on-the fly (i.e. contract, CV, letter of attorney, etc.). These documents do not really need any data source wpDataTable, they can be based on front-end user input, and make you and your site visitor’s life easier by filling in all the dynamic parts in a document.

Please take a look at this example – a dummy used car sale contract generator. Change the values in the inputs, and download the generated file to see how it works:

Creating such a report is very easy:

  1. Prepare a DOCX template file.

If you are want to generate a document that you already use in your everyday routine, you probably just need to modify a template that you already have. Only thing you’d need to adjust is to place variables instead of the blocks that need to change.

For this case we used these variables: ${sellername} (Name of seller), ${sellersin} (SIN of seller), ${buyername} (Name of buyer), ${buyersin} (SIN of buyer), ${caryear} (Car manufacture year), ${carmake} (Make), ${carmodel} (Model), ${exteriorcolor} (Color of exterior), ${interiorcolor} (Color of interior), ${vinnumber} (VIN), ${odometer} (miles on odometer), ${price} (Price), ${paymenttype} (Type of payment), ${documents} (list of documents), ${additionalnotes} (Additional notest to be added to the contract), ${witnessname} (Name of witness), ${today} – predefined variable to place today’s date.

To download the template for this specific example click here.

To see full list of rules fore preparing templates click here.

2. Create a report in Report Builder Wizard.

  • Go to WP-admin, open ReportBuilder -> Create a new report
Create New Report in WordPress Report Builder
  • On the first step do not choose any wpDataTable (just click “next”, leave “None (skip)” selected):
Create a Report in WordPress without a source wpDataTable
  • On the next step (“Settings and Variables”) we need to provide a report name, and add all the variables that we used in the template, optionally providing default values (default values can be blank):
Generate contracts in WordPress
  • Then upload the template that you have prepared (click “upload”, drag&drop the file, click “Use template”):
upload-template
Upload Excel File WordPress
  • On the next step you can download the preview of the report (all variables will use the default values) to see if everything works correctly. If it doesn’t you can go back a step or two to modify the settings.
Download a preview for Report Generated in WordPress
  • Once you click “save”, you will see the shortcodes for this report:
Shortcodes To Download DOCX Generated By WordPress Report Builder

The shortcodes contain buttons for downloading report, saving report to WP Media Library, and for inputs for additional variables.

You can copy these shortcodes directly from this page, but this isn’t necessary as you can always generate these in standard WordPress post/page editor, or in Visual composer.
Once you close the wizard you will be redirected to the Browse page. You can always quickly download the report (for the whole table) from there by clicking the “Download” button, or quickly get the list of available shortcodes.

Browse Reports in WordPress Admin

The last thing to do is to insert the Report controls to the post or page where you need them, so the users would be able to use it.