Print Reports
Print Reports
Every invoice, purchase order, and bill you print or email goes out with a document template behind it. CifraHQ ships with ready-to-use default templates for every document type. Print Reports is where you replace those defaults with your own branded designs — built in the Stimulsoft visual designer or uploaded from a file — without changing how the underlying documents work.
Where to find it
Go to Setup > Reporting > Print Reports.
Print Reports list, the Stimulsoft templates available for printing documents.
How to customise a print report
- Find the report for the document type you want to customise — use the Document column to filter the list.
- In the Template column, choose your action:
- Design — opens the Stimulsoft report designer in a new window so you can edit the template layout, fonts, and branding visually.
- Download — saves the current template file to your computer for offline editing or backup.
- Upload — replaces the template with a file from your computer (use after editing a downloaded template externally).
- Reset — reverts the template to the CifraHQ factory default, discarding any customisations.
Creating a new custom report
- Click New.
- Enter a Name, optional Description, and select the Document type this report applies to.
- Save, then use Create Template to start from a blank Stimulsoft canvas, or Upload to bring in an existing template file.
Field reference
| Source value | What it means |
|---|---|
| Default | Shipped with CifraHQ. These templates update automatically when CifraHQ upgrades, which means you always have the latest layout — but your customisations are not preserved. |
| Custom | Created or uploaded by your team. These are never overwritten by upgrades, so your branded layout stays exactly as you designed it. |
JSON datasource (administrators)
When you are designing or troubleshooting a template, it helps to see the exact data CifraHQ feeds into it. On every document detail screen (Invoices, Sales Orders, Quotes, Purchase Orders, credit notes, memos, deliveries, payments, and Returns), administrators see a dedicated JSON button next to Reports with two options:
- JSON Datasource - opens the report data for the current document in a new browser tab, so you can inspect field names and values.
- Download JSON Datasource - saves the same data directly as a file named after the document (for example
INV-00001234.json), without opening a tab. Load this file into the Stimulsoft designer as a sample datasource while building a template.
The button only appears for administrator Users, and only when JSON datasource access is enabled for your company. Regular Users never see it.
Tips
- You can have multiple print reports for the same document type. When a user clicks Print, CifraHQ presents all matching Reports and lets them choose — useful when you need different layouts for different Customers or regulatory contexts.
- Pair a print report with an Email Template so CifraHQ pre-populates the subject line and body when Users email a document directly from CifraHQ.
Related: Email Templates · Invoices · Purchase Orders · Sales Orders · Vendor Bills · Bill Payments
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