ReportBurster Report Generation
ReportBurster introduces a revolutionary approach to report generation using AI. With its cutting-edge capabilities, you create reports like financial statements, employee payslips, and customer invoices in an entirely new and innovative way. By leveraging natural language templates and intelligent data queries, you generate professional reports in various formats directly from your data sources, simplifying and streamlining the entire process.
Table of Contents
AI-Native Reporting
ReportBurster transforms reporting with AI-powered features that remove technical barriers. You create professional templates using natural language commands, eliminating the need for coding HTML, and generate complex SQL queries by simply describing the data you need.
This AI integration significantly reduces development time, enabling non-technical users to produce advanced reports without requiring specialized programming skills.
Enable Report Generation
In ReportBurster's main top menu, select Configuration -> Manage -> Reports and make sure you have the Report Generation option selected
Select Configuration (Your Newly Created Report)
Supported Data Sources
ReportBurster can generate reports from various structured data sources, giving you flexibility in how you store and manage your data.
CSV Files
Comma-Separated Values (CSV) files are commonly used for storing tabular data and can be easily created from many systems.
- Configuration Options:
- Separator character (default: comma)
- Header options (no header, first line, or multiple lines)
- Skip lines (for multi-line headers)
- Advanced options for quotation and escape characters
- ID column selection for mapping records
TSV Files
Tab-Separated Values (TSV) files function similarly to CSV files but use tab characters as separators, which is useful when your data contains commas.
- Configuration Options:
- Fixed tab separator
- Same header options as CSV
- Same advanced options for handling quotations and whitespace
Fixed-Width Files
Fixed-width files store data in columns of predetermined width, common in legacy systems and certain standardized data exchanges.
- Configuration Options:
- Column definitions (name and width)
- Header options (no header or first line)
- Skip lines configuration
- ID column selection
Excel Files
Microsoft Excel files (XLS/XLSX) provide a rich data source with support for multiple worksheets and formatted data.
- Configuration Options:
- Header options (no header, first line, or multiple lines)
- Sheet index selection
- Skip lines configuration
- Formula evaluation options
- ID column selection
Google Sheets
(coming soon)
Microsoft Office 365 Excel Sheets
(coming soon)
Database
(coming soon)
Output Formats
ReportBurster can generate reports in multiple formats to meet different business needs and recipient preferences.
None
Output Type 'None' is useful when you only need to send emails without attachments like newsletters or various announcements. If you need to generate actual documents (PDF, Excel, etc.), select a specific Output Type that matches your requirements.
PDF Documents
PDF (Portable Document Format) is ideal for professional reports that need to maintain consistent formatting across different viewing platforms.
- Features:
- Based on HTML templates converted to PDF
- Supports paged layouts with headers/footers
- Preserves formatting across devices and platforms
- Ideal for formal documents like invoices and statements
Excel Documents (XLSX)
Excel output is perfect for financial reports and data that recipients might want to analyze or manipulate further.
- Features:
- Generated from HTML templates with table structures
- Formulas and calculations can be included
- Recipients can modify data and perform additional analysis
- Suitable for financial reports and data summaries
HTML Documents
HTML output provides interactive, web-ready reports that can be viewed in browsers or embedded in websites.
- Features:
- Direct output of your HTML templates
- Interactive elements can be included
- Easy to distribute via web platforms
- Suitable for online reporting and dashboards
Word Documents (DOCX)
Microsoft Word documents are ideal for text-heavy reports that might need further editing by recipients.
- Features:
- Based on DOCX templates with merge fields
- Professional formatting with company branding
- Recipients can edit content if needed
- Perfect for contracts, letters, and personalized documents
Report Templates
Templates control the appearance and layout of your generated reports, determining how data is presented in the final output.
AI-Assisted Template Creation
ReportBurster empowers you with AI tools to effortlessly create and customize templates.
Prompt 1: AI Prompt to modify an Existing HTML Template
You provide an existing HTML template as an example to the AI, along with Customization Instructions to guide modifications. The AI uses your input to generate a new HTML template based on the example and on your Customization Instructions.
Prompt 2: AI Prompt to create an HTML Template from Scratch
You provide the AI with detailed instructions on how to create the HTML template, without including any HTML code itself. The AI uses your guidance to generate a new HTML template based entirely on your instructions.
Template Gallery
ReportBurster includes a gallery of pre-designed templates to help you get started quickly.
- Features:
- Various template categories (invoices, statements, letters, etc.)
- Preview templates before using them
- Customize to match your branding
- Multiple variants of popular layouts
Microsoft Create Business Templates Gallery
Explore additional report templates in the Microsoft Create Business Templates Gallery.
Capture screenshots of your selected templates and upload them to your preferred (capable) LLM. Request either a detailed "plain English" description or an HTML page that accurately replicates the template. Once you have these, ask Artificial Intelligence to apply the changes needed to tailor them to your requirements.
Visit Microsoft Create and browse even more professional templates.
Adobe Color Explore
Head over to Adobe Color Explore to choose a striking document color theme based on color theory.
Generate Reports
Once you have your data source and template properly configured, you can generate reports using ReportBurster's intuitive interface.
