CORE CAPABILITIES
WHAT REPORTER DOES
Dynamic Placeholders
Reference any data point via direct paths, no SQL required. Simple syntax.
Loop & Condition Logic
Support for loops, conditionals, and scoped blocks. Build complex report logic with simple template syntax.
Math & Aggregation
Perform calculations with sum_by, avg_by, count_by, min_by, max_by and the new calc block.
Async Processing
Heavy reports are handled asynchronously to protect live workloads and maintain system performance.
Multiple Output Formats
Generate CSV, XML, HTML, TXT, or PDF documents depending on your needs. One template, multiple formats.
Self-Hosted Security
Complete data isolation and control. Your infrastructure, your rules. Data never leaves your environment.
HOW IT WORKS
1 Create Template
Build a .tpl file with the structure of your desired report. The template mirrors the final document format.
2 Add Dynamic Data
Use intuitive placeholders to reference your domains, tables, and fields directly. No complex SQL queries needed.
3 Add Logic & Math
Enhance with loops, conditionals, aggregations, and calculations. Build sophisticated reports with simple syntax.
4 Render & Export
Process your template to generate the final document in CSV, XML, HTML, TXT, or PDF format.
Fast, flexible, and maintainable
reports that evolve
alongside your data model.
No Complex SQL
Intuitive placeholders instead of complex queries
Multiple Formats
One template, multiple output formats
Native Compliance
BACEN/CVM templates ready to use
Easy Maintenance
Templates evolve with your data model
Async Performance
Heavy reports don't impact live workloads
Complete Control
Self-hosted, data never leaves your environment
YOU MAY NEED TO KNOW
Frequently Asked Questions
What types of documents can Reporter generate?
What types of documents can Reporter generate?
- Bank statements and account reports
- Regulatory documents (BACEN, CVM)
- Financial contracts and terms of service
- Investment and performance reports
- Card invoices and billing statements
- Digital onboarding documentation
- Receipts and certificates
How does the self-hosted model work? Where does my data stay?
How does the self-hosted model work? Where does my data stay?
Your data never leaves your infrastructure. Unlike SaaS solutions where your sensitive financial data resides on third-party servers, with Reporter:
- Deployment on your cloud (AWS, Azure, GCP) or on-premise
- Full control over access and security
- Sensitive data processed locally
- Optimized performance for your network
- Compliance with internal security policies
Critical for banks and institutions that cannot use public SaaS.
Does Reporter meet BACEN and LGPD requirements?
Does Reporter meet BACEN and LGPD requirements?
Yes, by design. We developed Reporter specifically for the regulated Brazilian market:
- Pre-approved templates for BACEN reports
- Complete audit trail of all generated documents
- Integrated compliance logs
- Version control and digital signature
- Configurable document retention
- Personal data protection by design (LGPD)