Data-driven reports - Omnidocs

Use case

Data-driven reports

Say goodbye to slow, manual processes. Generate branded, compliant, and personalized letters, memos, notices, and other formal or administrative documents in minutes—without IT bottlenecks. Perfect for businesses that work with official communications, ensuring efficiency and accuracy every time.

The challenge

Is reporting draining your resources?

Generating complex, data-driven reports like portfolios and performance summaries is time-consuming and resource-intensive. Manual methods using tools like InDesign can take weeks, increase errors, and make brand consistency difficult. This slow process also limits timely updates, reducing efficiency and client engagement. Create automates document generation, ensuring faster turnaround, greater accuracy, and improved scalability.

The solution

Automate and accelerate document creation

Create is a document generation system that eliminates manual bottlenecks by dynamically pulling live and hosted data into branded, pre-formatted templates. It integrates with business systems to streamline reporting, ensuring accuracy, consistency, and real-time document generation. Using branded templates with dynamic data elements like tables and charts, Create pulls data from live sources (e.g., real-time stock prices, financial market data) and hosted sources (e.g., CRM, ERPs), cleans and formats data, and generates a finalized, shareable document in real-time.

Learn about Create

Smart features for report automation

Template management

Make your branded templates for any document type easily accessible. Maintain the structure and design of corporate documents in line with brand guidelines, customizing every aspect from page size and margins to dynamic data integration. 

Dynamic data visualization

Automatically generate advanced charts and tables from your data with a single click. Update your data in seconds, eliminating time-consuming updates and formatting.  

Data transformations

Automatically clean, format, and structure your data before it’s used in document templates, ensuring that it’s always ready to go—no manual adjustments needed. This helps your team maintain consistent, accurate data, reduce errors, and speed up document creation.

Business impact

Speed, accuracy, and compliance in every letter

  • Reduces report creation time from weeks to minutes
  • Improves time to delivery per document
  • Allows for mass production of documents, rapidly
  • Improves accuracy by eliminating manual data entry errors
  • Ensures brand consistency and regulatory compliance
  • Adapts to growing business needs with reliable, repeatable workflows

Transform your document processes

Power your document workflows with automation

Stop wasting time on manual formatting, data entry, and compliance checks. Omnidocs Create automates document generation, ensuring accuracy, consistency, and efficiency across every report, contract, and filing. 

Explore the power of Omnidocs today and see how it can redefine productivity in your organization.

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