A Report Builder can be used to create simple reports, like summarizing monthly sales, or multiple reports, such as generating individual student performance reports. For example, academic institutions can use it to inform students of their exam results, while companies might use it to update all salespeople on their monthly sales. The Report Builder can be used as a standalone tool or integrated with WPDT, with the main difference being the level of integration with existing workflows. It also supports generating interactive and personalized reports based on individual data, as well as informative reports for broader updates.
In this section, we prepared detailed documentation on using WordPress Report Builder. The plugin has no configuration at all, and the most important part of each report is preparing Word DOCX or Excel XLSX template to upload to WordPress, however, we tried to give as full explanation as possible.
Please also check the examples showcase which should help you to figure out how the plugin works.
- Installation and Update
- Creating Reports in WordPress with Report Builder Wizard
- How to create templates for WordPress Report Builder
- Filenames Masks for Multiple file reports
- Predefined Variables for Report Builder
- Excel XLSX Report with no source table
- Word DOCX report with no source table
- Insert Report Builder Controls with Visual Composer
- Insert Report Builder Controls with Visual Editor
- Insert Report Builder Controls using shortcodes
- Integration with wpDataTables