Skip to main content

Getting Started

Welcome to Report Flow. This guide will get a first-time user from zero to a generated PDF in 30 minutes, step by step, with the actual screens in front of you.

Who this guide is for

Anyone building invoices, statements, or other documents with Report Flow. No programming experience required.

A 30-second tour first​

The clip below shows building an invoice in the Report Flow design editor in about 30 seconds. Watch it once to get a feel for what you'll be building.

What you'll learn​

By the end of this guide you'll be able to design a document and output it as a PDF on your own.

  1. This page: register an account and sign in to Report Flow
  2. Workspaces and Designs: create the place where designs live (a workspace) and your first design
  3. Editor Basics: how to use the design editor
  4. Adding Objects: place elements on the design
  5. Variables Basics: swap in values at output time
  6. Save and Output PDF: finish up and export as PDF
  7. FAQ

Step 1: Register an account​

Already have an account? Skip ahead to Step 2.

  1. Open the Report Flow registration page in your browser.
  2. Enter your email address and password.
  3. Click Register.
  4. A confirmation email will be sent to the address you entered. Open the link in that email.
  5. Once confirmation completes, the page switches to the sign-in screen.
Password guidance

A mix of upper-case letters, lower-case letters, and digits, 8+ characters long, is a safe baseline.

✅ Did it work?​

  • The confirmation email arrived
  • Opening the link in the email shows the "Email confirmed" screen

If both are true, registration is done.

Step 2: Sign in​

  1. Open the sign-in screen.
  2. Enter the email address and password you registered with.
  3. Click Sign in.
  4. The workspace list screen appears.

✅ Did it work?​

  • The workspace list appears after signing in

If yes, you're ready to continue.

Troubleshooting​

SymptomWhat to try
Confirmation email never arrivedCheck your junk/spam folder. If still missing, you can resend it from the registration page.
Forgot your passwordUse "Forgot your password?" on the sign-in screen to reset it.
Blank page after signing inReload the browser (Windows: Ctrl + R / Mac: Cmd + R).
Register button is disabledConfirm your email contains @ and that the password field is non-empty.

Next step​

Continue with Workspaces and Designs. You'll set up the container that holds designs (a workspace) and create your first design.