Report Builder – Generate Word DOCX and Excel XLSX documents WP Plugin

Report Builder – Generate Word DOCX and Excel XLSX Documents

Report Builder is a powerful and flexible plugin designed to help WordPress users automatically generate and export reports in DOCX (Word) and XLSX (Excel) formats directly from their WordPress site. Whether you’re running a business, an agency, or a membership site, this plugin enables you to easily generate customizable reports based on your WordPress data, making it ideal for users looking to create detailed reports or export structured data for clients, team members, or stakeholders.

With no coding required, the Report Builder plugin allows you to quickly create professional-looking reports that can include dynamic data, custom fields, and graphs/charts. The ability to export reports to Word and Excel formats ensures that your reports are ready for distribution or further analysis, making this plugin a valuable tool for business operations, project management, and data analysis.

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Key Features of Report Builder

1. Generate Custom Word DOCX Reports

Report Builder allows you to create customized Word DOCX documents directly from your WordPress data. You can include various types of content such as:

• Textual data: Titles, descriptions, and content pulled directly from posts, pages, or custom fields.
• Dynamic content: Data from form submissions, WooCommerce orders, or custom post types.
• Images and tables: Embed images, tables, or charts within the document for a more professional and visually appealing report.

This feature is perfect for generating reports that require textual analysis, summaries, or client-specific documentation.

2. Export to Excel XLSX Format

For users who need structured data for analysis, Report Builder supports the export of content to Excel XLSX files. This feature allows you to:

• Generate tabular reports with dynamic data such as user information, product sales, transaction records, or customer reviews.
• Organize data into multiple sheets, with each sheet representing a different dataset or category.
• Include graphs and pivot tables for easy data analysis within Excel.

Whether you need detailed financial reports, inventory tracking, or performance metrics, the Excel export feature allows you to analyze and manipulate the data further in Excel or other spreadsheet tools.

3. Dynamic Data Integration

One of the standout features of the Report Builder plugin is its ability to integrate dynamic WordPress data into your reports. This includes:

• Post and page data (title, content, categories, tags, etc.).
• Custom post types and taxonomy data.
• User data (name, email, registration date, etc.).
• WooCommerce order information (product names, prices, quantities, order statuses).
• Advanced custom fields (ACF) for custom data management.

This allows you to create highly personalized reports based on real-time data that automatically updates when new content is added to your WordPress site.

4. Customizable Templates

Report Builder comes with several pre-built templates for both DOCX and XLSX formats. However, the plugin allows you to create custom report templates based on your specific needs. You can:

• Customize fonts, colors, styles, and layouts to match your branding.
• Use conditional formatting in Excel reports to highlight important data points.
• Add headers, footers, and page numbers in Word documents for a more polished presentation.

This flexibility ensures that your reports are professional and tailored to your audience, whether you’re generating financial summaries, project reports, or client-facing documents.

5. Automated Report Generation

Report Builder supports automating the report generation process, allowing you to:

• Schedule regular reports (daily, weekly, monthly).
• Automatically export the report to your chosen DOCX or XLSX format.
• Send the reports directly via email to a set list of recipients.

This feature is perfect for businesses or agencies that need to generate recurring reports or send out monthly performance summaries without manual intervention.

6. Secure and Reliable

Report Builder ensures that your reports are generated securely and without performance issues. It provides:

• Secure document generation: Ensures that your content is kept safe during export.
• Optimized performance: Can handle large datasets without slowing down the website, making it ideal for businesses with extensive data.

7. User-Friendly Interface

The plugin comes with an easy-to-use, drag-and-drop interface that makes setting up and customizing reports straightforward. Even without technical skills, you can:

• Select data sources (e.g., posts, pages, WooCommerce orders).
• Define the layout and formatting of the report.
• Preview reports before generating the final document.

This simplicity makes Report Builder accessible to both beginners and experienced WordPress users alike.

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Why Choose Report Builder?

• Efficient Data Export – Export your WordPress data into DOCX and XLSX files effortlessly.
• Customizable Reports – Tailor your reports to meet specific needs using dynamic data and custom templates.
• Automated & Recurring Reports – Schedule regular reports for consistent data updates.
• Easy-to-Use Interface – Generate professional reports without any coding knowledge.
• Perfect for Businesses – Ideal for agencies, consultants, and eCommerce stores needing regular reports.
• Excel & Word Formats – Supports both Excel for data analysis and Word for professional presentations.

Report Builder is an indispensable plugin for WordPress website owners, businesses, and agencies who require a seamless and automated solution to generate, customize, and export reports. Whether you need to analyze data, present it to clients, or manage internal reports, this plugin provides a robust and flexible solution to meet all your reporting needs.