Banza Report Builder for Creatio
Report Builder configures report generation from any Creatio data — with custom filters, Excel templates, scheduled runs, and email delivery of results.
Overview
Product overview
Product description
Banza report builder for Creatio configures and generates customized reports from any data in Creatio. Reports are built on any system object and exported to XLSX, using auto-generated layouts or Excel files (including pivot tables and graphs) as reusable Templates.
Filtering combines a fixed Main filter with user-facing Custom filters, supporting dependencies, mandatory rules, and default substitution. Reports run on demand from a Section or automatically on a Schedule, with output saved to a folder and optionally emailed. Access rights and generation history round out the setup.
Key Features
Advanced filters
Main and custom filters with dependencies, mandatory rules, and value substitution.
Scheduled generation
Auto-generate by day/time or cron and email results.
Custom templates
Build XLSX reports from any object, using Excel files with pivot tables and graphs as Templates.
Quick generation
Generate reports from a section's Actions menu with live status.
Pricing
Monthly
Annual
Standard
$
670.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
- Create template. Go to the [Report templates] section and click [Add]. The edit page will open with empty fields. Read more in User manual.
- Set up report. Fill in basic information. Select the required section in which the report will be displayed on the [Report in section] detail on the [Report access] tab. Read more in User manual.
- Set up acсess rights. Configure report access permissions for users. Read more in User manual.
- Select a report. In the section [Report templates] select the required report and click the [Generate] button. Read more in User manual.
The generated report is available for download to the user if his session is active.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
2.1.6
8.3.0 and up
2.0.13
8.0.8 and up
Release summary
Fixed object schema name retrieval, improved report selection for sections with multiple reports, and enhanced UI/UX.
2.0.11
7.12 and up
Release summary
Initial FreedomUI release.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.