Forms and Reports Designer – Create and Edit the Reports and Forms Your Business Needs
The integrated Forms and Reports Designer Application in Vista-Suite Enterprise lets you take control of your own documents, whether you're building polished customer-facing forms like quotes, invoices, and work orders, or assembling powerful internal reports for tracking performance, analyzing trends, or presenting data.
Everything happens right inside your web browser, with no coding required. Just drag and drop, connect your data, and customize the layout to fit your requirements.
Forms
Build professional forms like quotes, invoices, shipping labels, work orders, and more. Customize the layout, fields, and appearance to match your company’s branding and operational needs.
Reports
Create structured reports to monitor business activity, track KPIs, compare trends, or support decision-making. Use grouping, summaries, filters, and visual charts to make your data easy to understand and share.
Key Features
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Work in Your Browser
No extra software to install. Open the Design Tool in Vista-Suite Enterprise and start building immediately.
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Drag-and-Drop Interface
Add and arrange tables, text boxes, labels, images, logos, charts, and more using an intuitive visual layout.
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Data-Connected Fields
Bind your documents or reports directly to Vista-Suite Enterprise data to automatically populate customer info, parts, prices, dates, and totals.
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Reusable Templates
Save your custom layouts to use again for future jobs, clients, or departments.
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Branding & Formatting
Apply your company logo, font styles, colors, and other formatting details to maintain consistency and professionalism.
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Calculated Fields
Automatically compute subtotals, taxes, percentages, or custom values with no manual calculations required.
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Conditional Visibility & Formatting
Show, hide, or highlight elements based on the content of each document or report. For example, hiding empty fields or flagging critical items.
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Preview Before Sending
View a full live preview with actual data to make sure everything looks right before you print or send.
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Export Options
Export as PDF, Excel, Word, CSV, HTML, or image formats to share, print, or archive.
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Charts & Visuals (for Reports and Dashboards)
Add bar charts, line graphs, pie charts, and more to highlight key metrics and data trends.
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Interactive Report Elements
Sort, filter, and drill into details when viewing reports with dynamic parameters and clickable sections.
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Multilingual Support
Build documents and reports in different languages or regional formats for global use.
Why It Matters
Whether you're preparing a customer quote, closing out a work order, or analyzing your team's performance over time, the Vista-Suite Enterprise Forms and Reports Designer Tool gives you full control over how your information is presented. No more waiting on IT or struggling with outdated templates, just open, design, and go. It's built for real users doing real work.
See a demo by contacting sales@ambryhill.com
