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Getting Started

Welcome to Re:port 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 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.

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 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 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.