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Design

Design engaging reports

Reports are built in Excel, Word, PowerPoint or HTML. Whatever is in the template survives delivery.

A branded report template being edited with a pencil, with charts, text blocks and a checked step sequence

01 · Design

Drag & drop creation

The designer creates and adjusts report elements by drag & drop. Elements keep their data binding while you move or resize them. Layout changes never require re-selecting the underlying object.

  • Position and resize elements without re-selecting the data object
A chart element being dragged from the Content Explorer into an Excel template in the Content Editor

02 · Design

Multiple templates by report

A report supports more than one underlying template, so similar but slightly different reports - multiple languages, for example - come from one definition.

  • Several templates per report, e.g. one per language
One report split into Cover, Forecast, Returns and Sales templates, each assigned per store

03 · Design

Enhanced HTML editor

The HTML template editor formats HTML reports down to the markup. HTML reports can also be inserted directly into an e-mail body. You can edit the generated markup directly or paste your own, and the editor keeps the data placeholders working inside the custom HTML.

  • HTML reports can be placed directly in the e-mail body
The HTML editor in the Mail & Deploy Designer with an HTML template using dynamic parameters, next to HTML, CSS and JavaScript icons

04 · Design

Reporting components

Build reports from charts, pivot tables and tabular view components. Tables, charts, images, text and containers can be combined in one template, each bound either to a datasource object or to an expression you define.

  • Charts, pivot tables and tabular views
Several report pages showing bar, area and donut charts, pivot tables and mixed text and image layouts

05 · Design

Conditions

Inside a report, a condition decides which parts are included. A section or a row is kept when its condition is true for the data of the current execution and left out when it is not.

Conditions in the Mail & Deploy Designer: Region equals Europe and Revenue greater than Target decide whether a part is included in or excluded from the report

One hour, together, on your data.

We connect one data source and build a first report with you - without elaborate formatting. In the two complimentary onboarding hours, we get together as far as your report allows.

Your free trial includes two hours of guided onboarding - we work through as much as we can together.No installation required for SaaS.