Report Builder is a plugin for WordPress that instantly creates documents and spreadsheets filling your templates with actual data.

Overview of Report Builder for wpDataTables

The Report Builder plugin transforms your WordPress site into a dynamic document generation platform. Designed for businesses, consultants, educators, and developers, it seamlessly pulls data from posts, pages, custom fields, user profiles, forms, or databases to create customized, data-driven reports, invoices, certificates, lists, and summaries.

With an intuitive template editor inside WordPress, you design the structure and layout once, and the plugin populates it with live data upon each export. Documents are generated in the true, editable Office Open XML formats (DOCX and XLSX), ensuring full compatibility with Microsoft Office, Google Docs, and other popular office suites.

Eliminate manual copy-pasting and create branded, accurate documents in seconds, all automated within your WordPress workflow.

Key Features

1. Dual Format Export: Generate true .DOCX (Word) and .XLSX (Excel) files—not just basic HTML or CSV exports.

2. Visual Template Designer: User-friendly editor within the WordPress dashboard to design document templates using familiar formatting tools.

3. Dynamic Data Merge: Insert dynamic data into templates using shortcodes (e.g., [user-first-name], [post-title], [cf:custom-field-name]).

4. Data Source Flexibility: Pull information from Posts, Pages, Users, Custom Post Types, Advanced Custom Fields (ACF), Pods, Toolset, and standard WordPress metadata.

5. Conditional Logic: Show or hide content, rows, or cells in documents based on conditional rules (e.g., “Include this section only if a specific custom field is not empty”).

6. Excel-Specific Functions: For spreadsheets, include features like formulas, cell formatting, multiple sheets, and chart generation.

7. Scheduled & Automated Reports: Set up cron jobs to automatically generate and email reports (e.g., daily sales summaries, weekly user lists) on a schedule.

8. Secure & On-Demand: Generate documents on-the-fly for logged-in users, ensuring they only export data they have permission to access.

9. Bulk Export: Generate documents for multiple items at once (e.g., create a certificate for all course completions or invoices for selected orders).

10. Integration Ready: Works seamlessly with popular plugins for forms (Gravity Forms, WPForms), e-commerce (WooCommerce), membership, and LMS platforms.

Why Choose This Plugin?

• Save Significant Time: Automate document creation, removing hours of manual work.

• Eliminate Errors: Ensure data pulled directly from the database is always accurate and up-to-date in your reports.

• Professional Output: Deliver branded, native Office documents that impress clients, students, or stakeholders.

• Enhanced User Experience: Allow site visitors or customers to download personalized documents (e.g., quotes, certificates, receipts) instantly.

• Centralize Workflows: Keep all data management and document generation within your WordPress site, avoiding disjointed external tools.

• Developer Friendly: Offers hooks, filters, and an API for advanced customization and integration with complex data structures.

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