Design a report once, and it goes out as PDF, Excel and Word every run
Invoices, receipts, sales by branch: design the page in the browser, and a pipeline fills in the data and sends it to the people who need it, on your schedule.
Sales by customer
Customer: Siam Trading Co., Ltd.
| No. | Item | Qty | Amount |
|---|---|---|---|
| INV-0101 | Ground coffee 250 g | 10 | 2,800.00 |
| INV-0101 | Ceramic mug | 24 | 2,880.00 |
| INV-0103 | Coffee grinder | 1 | 3,900.00 |
| Total | 35 | 9,580.00 |
What it does, who uses it, when
Band design, like Crystal Reports
Report header, page header, group header, detail, group footer, summary and page footer. Place text, fields, totals, images, lines and page numbers where they print. Start from one of 4 sample layouts on every plan, plus 12 more on Dev / Pro.
Tables and sub-reports
Tables grow with their rows, repeat their heading on every page and end with a total row. Embed another template as a sub-report (2 levels deep), as an invoice with many lines needs.
One file, or one per customer
Produce one file, or one file per value of a field such as the invoice number, sent to the email address in each customer’s data, with the report shown in the email body as an image.
Thai that prints right
PDFs are made with Chromium, so Thai vowels and tone marks sit where they belong. Sarabun and Noto Sans Thai are built in, and you can upload your own fonts and logo.
How it works
Design
Start from a sample layout or a blank page, declare the fields you need, and place elements in each band. Preview the PDF any time.
Map the data
On the Join Canvas, put a Template between your data and the Output and pick a column for each field. The run checks the data is complete and of the right type first.
Send
In Output, choose PDF, Excel from the template or Word, then the destinations: email, SFTP, S3, a shared folder, or keep it in Ruamhub.
Works well with
Pipelines and schedules
Save a Join Canvas result as a table in the database you choose, or send it as a report by email, SFTP, S3 or a shared folder. Run it by hand or on a schedule, and see every run.
DetailsJoin Canvas
Drag tables from different databases or Excel files onto a canvas, join, filter and group them, and see the result right away.
Details
Frequently asked questions
Which plan do I need?
Every plan can design templates and send reports. Sending on a schedule depends on how many pipelines your plan can schedule: Dev 3, Pro Unlimited.
What are the 12 Dev / Pro layouts?
Quotation, tax invoice / receipt, delivery note, purchase order, stock on hand, monthly sales summary, customer statement, A5 payslip, certificate, attendance report, expenses by department and AR aging. Each comes with sample data and can be changed freely.
Can I edit the Excel and Word files?
Yes. In Excel, numbers are real numbers and totals are formulas; Word gets tables, headers, footers and page numbers. They look close to the PDF, but not identical, since each program lays out pages its own way.
Can each customer get only their own report?
Yes. Split the files by a field such as the invoice number and choose the field that holds the customer’s email. Each customer gets only their file; fixed recipients get a copy of every one.
Bring all your databases into one place
Start free, or book a demo and we will walk through it with your own team’s data.