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Getting Started

Welcome to Re:port Flow. This guide will get a first-time user from registration to a generated PDF in under 10 minutes by starting with a template that already contains sample data.

Who this guide is for

Anyone building invoices, statements, or other documents with Re:port Flow. No programming experience required.

A 30-second tour first​

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

In this guide​

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

How do I create my first PDF in 10 minutes?​

Start from a sample template that already contains data. You skip designing anything from scratch, so once you have registered and signed in, a handful of clicks gets you to a finished PDF.

To see a PDF before building a template from scratch, use Start with a sample template on the design list.

  1. Register an account and sign in.
  2. In the automatically created workspace, click Start with a sample template. If the workspace list appears instead, open the workspace you want to use to reach its design list.
  3. Re:port Flow duplicates a popular template with sample data and opens it in the editor.
  4. Review the sample and use the PDF output action.

After confirming the first PDF, continue with the standard guide below to customize the design and variables.

For a developer-first route, see the PDF Generation Guide. To generate from an AI client, see the MCP Server guide.

  1. This page: register an account and sign in to Re:port 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 Re:port 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 requirements

At least 8 characters, including at least one uppercase letter, one lowercase letter, one number, and one symbol (same rules as the registration form validation).

✅ Check that it worked​

  • 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. For a new registration, the design list for the automatically created workspace appears. If the workspace list appears instead, open the workspace you want to use.

✅ Check that it worked​

  • A design list or the list of workspaces available to you appears after signing in

If yes, you're ready to continue.

What if something doesn't work?​

Sign-up and sign-in problems have a short list of usual causes. Find the closest symptom in the table below.

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 meets the requirements (8+ characters including uppercase, lowercase, a number, and a symbol).

Next step​

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