MainWP Pro Reports 4.1 Planned Updates

During the last few months, we have been receiving multiple requests to allow users to customize reports in a more user-friendly manner.

After some planning and researching doability, we found that the best way to go is to integrate the WP Full Site Editing (Block Editor) to allow users to make custom Templates for reports.

The goal of this release is to simplify the report creation process while allowing users to design better-looking reports.

Template Management

The new Templates section in the Pro Reports allows users to manage templates. From this screen, users can overview existing templates, edit and create new ones. Clicking the New Template button in the right-hand section of the actions bar will trigger a modal where a new template can be built.

Create Template

The template creation process will fully rely on the WordPress Full site editing system, so users can create templates easily with drag & drop functionality, easily add content (text and images), and custom style reports.

Data tokens will be allowed in blocks.

Create Report

The new report section gets simplified. Since template design and the content will be fully managed in templates, Report Content & Design Customization section will be removed.

This section contained 4 subsections,

  • Report custom content
  • Report data
  • Personal branding
  • Custom colors

Since all these will be handled in a template, the section is no longer needed.

Status

The extension is currently in production, but we don’t have exact ETA for now.

5 Likes

Congratulations! We look forward to this upgrade.

1 Like

How will the report be “sent” to the client? Will it still generate a PDF? Will it send a link to our MainWP instance? Will it generate a HTML file?

I’m glad you’ll get rid of the custom built-in report generation mechanism. It was so limited and complicated…

I’d like to know more about it!!

1 Like

The extension will still generate a PDF files as the current version of the Pro Reports and attach to email.

1 Like

I have managed to create a custom template in Pro Reports using php files and logging in to the server.

Will it be possible to edit this custom template in the new way, or at least if I continue to edit it that way, will it be compatible?

I’d rather not have to start from scratch.

Anita