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Design engaging reports

Reports are built in Excel, Word, PowerPoint or HTML. Whatever is in the template survives delivery.

A branded report template being edited with a pencil, with charts, text blocks and a checked step sequence

Drag & drop creation

The designer creates and adjusts report elements by drag & drop. Elements keep their data binding while you move or resize them. Layout changes never require re-selecting the underlying object.

  • Position and resize elements without re-selecting the data object
A chart element being dragged from the Content Explorer into an Excel template in the Content Editor

Multiple templates by report

A report supports more than one underlying template, so similar but slightly different reports - multiple languages, for example - come from one definition.

  • Several templates per report, e.g. one per language
One report split into Cover, Forecast, Returns and Sales templates, each assigned per store

Enhanced HTML editor

The HTML template editor formats HTML reports down to the markup. HTML reports can also be inserted directly into an e-mail body. You can edit the generated markup directly or paste your own, and the editor keeps the data placeholders working inside the custom HTML.

  • HTML reports can be placed directly in the e-mail body
The HTML editor in the Mail & Deploy Designer with an HTML template using dynamic parameters, next to HTML, CSS and JavaScript icons

Reporting components

Build reports from charts, pivot tables and tabular view components. Tables, charts, images, text and containers can be combined in one template, each bound either to a datasource object or to an expression you define.

  • Charts, pivot tables and tabular views
Several report pages showing bar, area and donut charts, pivot tables and mixed text and image layouts

Conditions

Inside a report, a condition decides which parts are included. A section or a row is kept when its condition is true for the data of the current execution and left out when it is not.

Conditions in the Mail & Deploy Designer: Region equals Europe and Revenue greater than Target decide whether a part is included in or excluded from the report

Book a Mail & Deploy workshop

Build your reporting skills with guided, hands-on training. Work through connecting data sources, creating reports and setting up distribution with a Mail & Deploy consultant.

Workshops cover both client-managed and SaaS versions of Mail & Deploy. Choose the session format that fits your team.