Table of Contents

• What is the Self-Service Web Portal?
• Our Philosophy
• Key Features
• How It Works
• Typical Use Cases

What is the Self-Service Web Portal?

The Self-Service Web Portal is your ready-to-use, fully customizable document management hub. With just a few steps, you can launch a secure portal where users log in to view their private documents (like payslips or invoices), manage their accounts, and even pay bills.

ReportBurster makes it possible to publish documents from any reporting or business software—not just those generated with ReportBurster. Whether your reports come from Crystal Reports, SAP, Oracle, Microsoft Dynamics, or any ERP/CRM system, you can burst, upload, and deliver them securely through the portal.

Our Philosophy (how to build your document portal with a 'helping hand' from artificial intelligence)

We focus on assembling, like Lego blocks, the essential tools you need to quickly build a custom self-service portal.

For the CMS platform, we recommend WordPress for its blend of flexibility, power, and simplicity. With a vast selection of plugins for payments and features, plus a wide variety of themes, you can tailor your portal to any need.

You’ll need only a few scripts for customization—and you won’t have to write them yourself. ReportBurster provides prompts and processes to integrate with artificial intelligence, so AI generates the code you need from your plain English requests.

This means you achieve a truly custom document portal, with minimal effort and maximum flexibility.

Note:
There’s no “magic button” that instantly builds the world’s best portal. You stay in the driver’s seat, using AI as a powerful assistant to help you build exactly what you need. This approach keeps your portal secure, transparent, and tailored to your requirements.

Key Features

• Quick Deployment: Launch your portal in minutes using a preconfigured environment.
• Secure Document Access: Each user sees only their own documents—no accidental leaks.
• Custom Document Types: Easily define payslips, invoices, or any document you need.
• AI-Powered Integration: Automate document publishing and configuration with the help of AI.
• Flexible Access Controls: Restrict documents by user, group, or role—fine-tuned to your needs.
• Automatic User Provisioning: For large distributions, the portal creates user accounts automatically—no manual setup required.
• Payments Ready: Optionally enable bill payments for customers or partners.
• Analytics Glimpse: See who accessed what, and when—helpful for compliance and insight.

How It Works

1. Start the Portal
   Deploy your environment—everything is preconfigured for a fast start.

2. Define Document Types
   Create custom content types (like "Payslip" or "Invoice") and add fields such as employee, period, gross/net amount, etc.

3. Configure Templates and Reports for Publishing to Portal
   Let AI do the heavy lifting—just describe what you want in plain English, and AI will generate most (if not all) of the code needed for your custom templates and scripts.

4. Publish Documents
   ReportBurster pushes documents to the portal using simple API calls. Documents appear instantly in each user's account.

5. User Experience
   Users log in, see a list of their documents, and can view, print, or (optionally) pay invoices—all from a clean, modern interface.

6. Admin Insight
   Admins can monitor document distribution and get a high-level view of portal activity.

Typical Use Cases

• Employee Payslips
  Employees log in to securely access their monthly payslips—no more email attachments or paper slips.

• Customer Invoices
  Customers view and pay their invoices online, with instant access to their billing history.

• Partner Document Sharing
  Partners or departments access shared documents, with access tailored by group or role.

• Educational Organizations
  Schools, colleges, and universities provide students and staff with secure access to grade reports, certificates, and administrative documents. Each user sees only their own records, streamlining communication and protecting privacy.

The Self-Service Web Portal is designed to make secure document delivery and management so easy, you’ll wonder why you ever did it any other way.