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Easily embed reports, dashboards, and analytics into your WordPress site with the SRM WP Plugin

The Smart Report Maker Embed WordPress Plugin is a powerful WordPress reports plugin that makes it easy to embed dashboards, reports, charts, KPIs, and pivot tables—created in Smart Report Maker from your MySQL databases—directly into your WordPress site, with full interactivity and control preserved. Your end users can enjoy features like drill-down, filtering, and export right from your WordPress website, while you stay fully in control of everything.


Download SRM WordPress Plugin

Benefits of SRM WordPress Plugin


  • Seamless Embedding: Use this WordPress reports plugin to add any SRM dashboard, report, chart, KPI, or pivot table into WordPress using simple shortcodes.
  • Full Interactivity Preserved: Drill-downs, filtering, exporting, and linked reports remain fully functional.
  • Clean Display: Only the embedded resource appears—no SRM menu or interface.
  • Simple Workflow: Just copy the resource URL from SRM and paste it into the plugin.
  • Supports Public and Private Content: Works for both unrestricted and protected resources.

Examples of Embedded Resources via Smart Report Maker WordPress Plugin


This section showcases a selection of real dashboards, reports, and charts embedded using the plugin.

Embedded Sales Dashboard in WordPress

A demo dashboard embedded in a WordPress page. It includes multiple charts, metrics, a pivot table, and reports—all generated using Smart Report Maker. Click here to display the example.

Embedded Linked Invoices per Customer Report in WordPress

A demo linked report embedded in a WordPress page. Users can navigate seamlessly from Invoices per Customer to the invoice details, then to products in the invoice, and even to the supplier of each product. Click here to display the example. Click here to display the example.

Embedded Pivot Table in WordPress

A demo pivot table with parameters embedded in a WordPress page. Users can filter the data using the available parameters to view exactly what they need. Click here to display the example.


Main Features of SRM Embed WP Plugin


All Plugin Setup from a Single SRM Page

Inside Smart Report Maker, there is one dedicated page under the Embed Manager that handles everything related to the WordPress plugin.

  • Left Side: Configure the plugin (API URL and Access Key)
  • Right Side: Copy the URL of any SRM resource you want to embed

This central page eliminates the need to search across menus or settings—everything is managed from one location.

Encrypted Access Keys

Access Keys are encrypted and used to authenticate and fetch private embed tokens.

Expiring Embed Tokens

Each Embed token has an expiration time, which you can adjust from SRM for stronger control.

Origin Restrictions

You can enforce embedding from only the same origin or a whitelist of approved origins. You may also enable “any origin” if no restriction is needed.

Full Feature Retention

Embedded resources still enable your end users to:

  • Drill-downs
  • Linked reports
  • Filtering
  • Exporting

—but the SRM interface remains hidden.

Signed Links

Signed URLs are used whenever possible to prevent users from modifying embed links.





Security Best Practices for Embedding SRM Resources in Your WordPress Site


Even though the plugin supports secure embedding by design, following best practices is essential to protect private analytics and prevent unauthorized access. Applying the recommendations below ensures your embedded SRM resources remain accessible only to intended users while maintaining full functionality and control.

1- Embed Private Resources Only in Protected Pages

Smart Report Maker offers two types of resources: public and private.

✅ Public Resources

These can be embedded on any WordPress page with no restrictions. Anyone who visits the page will be able to view them.

✅ Private Resources

If a resource is meant to be visible only to specific users or members, it must be embedded on protected pages—such as member-only areas or restricted-access sections of your website.

Keep in mind:
Access Keys and embed tokens securely retrieve private resources from Smart Report Maker, but they do not prevent public visibility if the resource is embedded on an unrestricted page. If you place private content on a public page, any visitor will still be able to access it.

2- Restrict Access Keys to Approved Origins

Smart Report Maker allows you to define an embed origin policy for every Access Key. To prevent unauthorized use, it’s highly recommended to restrict each key to a specific origin. You can set this in one of the following ways:

  • Same Origin:
    Use this when Smart Report Maker and your WordPress site are hosted on the same domain.
  • Approved External Origins:
    If SRM and WordPress are on different domains, restrict the Access Key to the domain of your WordPress site. Be sure to explicitly add the WordPress origin to the approved list.

This ensures Access Keys cannot be used to embed your resources from untrusted or unauthorized websites.

3. Avoid Using Full-Access Keys

Smart Report Maker allows you to create two types of Access Keys:

  • Full-access keys — which can access all resources
  • Limited keys — which are restricted to the permissions of a specific group

For better security, always use limited Access Keys and assign only the minimum permissions required for the resources you plan to embed. This reduces risk and ensures tighter control over what can be accessed through the plugin.

Frequently Asked Questions

Q: How can I download the Smart Report Maker (SRM) Reports WordPress plugin?
A: You can download the SRM Reports WordPress plugin from here

Q: How can I see the SRM Reports WordPress plugin in action?
A: To see the plugin in action, you can watch the plugin video tutorials.
Additionally, you can install the official SRM plugin from the WordPress repository: After installation, you’ll need access to a licensed Smart Report Maker installation. If you haven’t purchased SRM yet, you can use the online demo version to embed reports and dashboards into your WordPress site and experience the plugin in action.

Q: How do I configure the SRM Reports WordPress plugin?
A: All required plugin configurations can be found on the “SRM WP Plugin” page under the “Embed Manager” section in the left navigation panel of Smart Report Maker. This is available in both your own SRM installation and the online demo version if you are testing the plugin.

Q: Can users interact with embedded dashboards and reports?
A: Yes. Embedded dashboards and reports remain fully interactive, including filtering, linked reports, drill-down, search, paging, and sorting.

Q: Does the plugin store tokens and access keys securely?
A: Yes. All tokens and access keys are securely encrypted using WordPress salts. In addition, you can restrict access keys to specific origins or limit them to the same origin only for enhanced security.

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