Configurator

An utility for creating task configuration files that define how reports are processed. Each configuration specifies one or more actions to be applied to a report:

  • Export to a specific format
  • Send via email
  • Save to local storage, FTP, or cloud services (e.g., Dropbox, Google Drive, OneDrive, Box, FastReport Cloud)

 

The main interface of the Configurator looks like this:

Main window

You can open an existing configuration file or create a new one using the File menu:

File menu

 

Configuration File Wizard

To create a new configuration, select File / New. The wizard guides you through the following steps:

1. Select Report File(s)

Choose one or more report files (.frx). Multiple selections appear in the input field separated by semicolons:

Report selection

You can also use wildcards in the file path - for example, report*.frx - to match multiple files such as report1.frx or report-test.frx.

2. Configure Report Parameters

Set values for any report parameters defined in the selected report(s):

Parameters step Parameters editor

3. Configure Data Connections

Define or modify data sources used by the report:

Data sources step Data sources editor

4. Choose Export Format

Enable the Export option to convert the report into a specific output format:

Export step

Available export formats include:

Export format list

Each format offers customizable settings, accessible via the Settings button.

Note: If export is disabled but a save location is specified, the report will be saved in FastReport's native preview format (.fpx).

5. Specify Save Location

Choose where to store the output file using the Save to dropdown:

Save step Save location options

The available settings depend on the selected destination:

  • Folder: Select a directory on your local drive. Optionally, customize the file name (by default, it matches the report name). Enabling Add timestamp to filename appends the current date and time (e.g., Groups_2016-08-22_15-53-29.pdf).

    Local save settings

  • FTP: FTP settings

  • Box.com: Box settings

  • Dropbox: Dropbox settings

  • FastReport Cloud: FastReport Cloud settings

  • Google Drive: Google Drive settings

  • OneDrive: OneDrive settings

6. Configure Email Delivery (Optional)

Enable Send E-mail to automatically email the generated file:

Email step

This opens the email configuration window:

  • Account settings: Email account

  • Message settings (subject, recipients, body): Email message

The exported file is attached automatically. If no export format is selected, the .fpx preview file is attached instead.

 

Create a Shortcut (Windows Only)

After saving a configuration file, you can generate a desktop shortcut for quick execution:

Create shortcut button