Welcome to the Bold Reports documentation

Bold Reports is a powerful reporting platform that enables you to create, manage, and deliver pixel-perfect paginated reports for operational and business needs. It supports connectivity to multiple data sources, structured report design, secure sharing, scheduling, and seamless embedding into applications.

Use this documentation to configure your environment, create reports, manage users, and integrate reporting capabilities into your applications.

Set Up Environment

Before creating reports, configure your environment and access settings:

Configure site settings

Set up general configuration, authentication, email settings, licensing, and system preferences.

Manage users and roles

Add users, assign roles, and control access permissions for report viewing and management.

Work with Reports

Start building paginated reports using your data:

Create a report

Create pixel-perfect reports using the Report Designer with tables, charts, parameters, and layout controls.

Connect to data

Configure connections to databases, REST services, and business data sources.

Manage data

Create and manage datasets, shared data sources, parameters, and queries used for report design.

Export reports

Export reports in formats such as PDF, Excel, Word, CSV, XML, and HTML for sharing and printing.

Report Distribution and Automation

Deliver reports efficiently across teams and systems:

Schedule reports

Automate report delivery through email subscriptions and scheduled export workflows.

Manage Reports

Organize reports, folders, permissions, sharing, and version updates.

Build and Integrate Reporting

Extend reports into applications and automate workflows:

Embed reports

Embed reports into applications using Report Viewer and Designer embedding options.

Use REST APIs

Manage reports, users, permissions, and server operations programmatically.

Learning Resources and Updates

Explore additional resources and stay updated:

Demos

View interactive examples demonstrating reporting capabilities.

Solutions

Explore ready-to-use reporting solution templates.

Academy

Access structured training and learning materials.

Release updates

Review the latest features and version improvements.