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Case Study ยท Own Product / WordPress Add-On

Report Builder

Instantly generate branded Word and Excel reports from your wpDataTables data, built by TMS Outsource.

Services

Custom development, customer support, ongoing feature releases

Technology

PHP, JavaScript, jQuery, MySQL, WordPress

Client

TMS Outsource (original product, add-on to wpDataTables)

Visit

wpreportbuilder.com →

Technology Stack
PHP JavaScript jQuery MySQL WordPress
TMS Outsource Original Product

Report Builder is a TMS Outsource original product and a direct extension of wpDataTables. The add-on arose from observed demand within the wpDataTables customer base and was developed without a separate client brief. TMS maintains both products simultaneously, with active updates since 2016.

01

Project Overview

While we worked on wpDataTables, we identified that many of our customers wanted to use the filterable and sortable tables to prepare a printable or downloadable report, and most of them wanted the generated document to be branded with logos, fonts, and colors used in their organization.

We developed Report Builder as an add-on to the wpDataTables plugin. It enables users to generate Word (DOCX) and Excel (XLSX) documents directly from within the WordPress environment, using actual data from their tables.

02

Project Timeline

From 2016 launch to 10 years of continuous maintenance.

Report Builder was developed in 2016. Version 1.0 took about 3 months of active development and 1 week of testing.

In 2017 we re-built the admin panel GUI and the API completely, to be compatible with wpDataTables 2.0 and to follow the same design guidelines.

Report Builder has been under continuous maintenance and development since its 2016 launch. Active support is provided through the TMS Plugins support portal, with regular feature updates and compatibility releases for new WordPress versions.

Report Builder for wpDataTables admin panel showing template configuration and data source settings
Report Builder generated Word document preview showing branded report with logo, table data, and custom formatting
03

Key Challenges

Server-side DOCX and XLSX generation in pure PHP within WordPress constraints.

01

Pure PHP Document Generation

Similar to wpDataTables itself, the choice of tools we could use to build the plugin was limited to PHP and the most popular libraries. Word and Excel file formats are actually ZIP archives containing XML (OOXML). Building these from scratch in PHP, without access to COM objects or server-side Office installations, requires careful manipulation of the OOXML format. The Excel and Word built-in file generators use pure PHP and integrate with the front-end part built on wpDataTables.

02

Live Data Binding

The plugin must pull live data from whatever source wpDataTables is connected to (MySQL, Google Sheets, Excel, CSV, JSON, XML) and inject it into a template at generation time. This means the report engine needs to handle arbitrary table structures, data types, and filter states without knowing the schema in advance.

03

Template Token Resolution

Users define report templates with placeholder tokens for logos, fonts, colors, and data fields. The engine must resolve these tokens against arbitrary table structures and data types, producing a correctly formatted document every time. Supporting custom branding while keeping the template editor usable for non-technical WordPress users is an ongoing UX challenge.

04

Shared Hosting Memory Limits

Generating large DOCX or XLSX files for tables with thousands of rows must not exceed PHP memory limits on shared hosting. Since many WordPress users are on low-resource servers with no ability to use caching tools like Redis, the report generation engine must be optimized to stream and chunk data efficiently within tight execution constraints.

Report Builder WordPress plugin interface showing DOCX and XLSX document generation options for filtered wpDataTables data
04

Key Results

10 years of continuous development and a global customer base.

800+

Customers globally using Report Builder for invoices, statistical reports, and more

4.65

Average rating on CodeCanyon out of 5

10+ years

Of continuous maintenance and feature updates since the 2016 launch

  • Report Builder is used by more than 800 customers globally for different tasks: from preparing invoices to statistical business reports
  • The average rating on CodeCanyon is 4.65 out of 5
  • Report Builder is continually enhanced with new features and customized to customer needs, with active updates since 2016
  • Part of the wpDataTables product family alongside the Gravity Forms integration add-on, extending the core plugin's capabilities for a shared customer base

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