Banza reports builder for Creatio

Banza reports builder for Creatio allows you to configure report export based on any data from the system, and such export can be performed both by users and automatically according to a configured schedule.

Use cases:

• Generating reports and print-ready documents based on section records.
• Make printing, reporting, importing, and exporting your data easily.
• Creating templates for your documents with the ability to select the data you want to integrate into the document from your database.

Key features:

• creating reports based on data from any system object (table or view) in xlsx, csv, docx, and txt formats;
• using any Excel file (with formatting, pivot tables, and graphs) as a template for generating a report;
• adding column headers and applied filters is configured for each report separately;
• displaying the specified filters in the file name;
• advanced custom filter settings: custom filter dependency setting, limiting the list of valid custom filter values, setting the mandatory filter and determining the mandatory nature of one filter from a group, defining values for automatic substitution;
• the advanced setting of report columns: the ability to impose a condition for displaying a value in a column, sorting the uploaded values by specified fields, taking into account their priorities, replacing exported values with specified alternative values, and combining values into one column;
• generate reports according to a set schedule (you can set the day of the week and time or in cron format) and save them to a specified folder;
• filtering values for unloading is possible both when pre-configuring the report (primary filter) and when generating it (custom filter);
• displaying the date of uploading the report in the file name of the specified format;
• quick report generation from any section of the system;
• notification to the user about the completion of the report generation process;
• storing the history of report generation;
• exporting, importing, and copying report settings;
• setting access rights to reports.