Creating Custom Reports
A Report in Unifize displays your records (e.g., CAPAs, NCRs, Change Controls) in a tabular, filterable format. Reports help you sort, customize, and export live data for operational tracking, audits, and reviews.
Key Capabilities
Customize Columns: Choose which fields appear in the report
Filter by Fields: Narrow down the data shown based on values like status, owner, group, etc.
Save and Reuse: Save your custom views as reports for easy access later
Export to CSV: Download your report for offline use or external sharing
Steps to Create a Report
Click on Manage View
Navigate to any Processes (e.g., Non-Conformance, CAPA)
Click Customize View
Select or deselect fields you want to show or hide
Drag and drop columns to reorder them
Click Apply
3. Apply Filters
Use the field headers to apply filters (e.g., Status = Open, Type = Internal)
Most field types (status, dropdowns, numbers) are filterable
Text fields are not filterable
4. Save as Report
Click Save As (top right)
Enter a descriptive name for your report
The saved report will automatically update in real time
You can now share the saved report by sending the shared link to colleagues who have access to Unifize.
Best Practices for Creating Reports
Use clear report names: Example – “Internal Open NCRs – April 2025”
Keep reports focused: Include only necessary fields to avoid clutter
Leverage filters: Create targeted views for audits, open actions, overdue tasks, etc.
Export regularly: Save snapshots of key reports for compliance or monthly reviews
By creating reports in Unifize, you make it easier to monitor processes, track progress, and stay audit-ready — all from one place.
A Report in Unifize displays your records (e.g., CAPAs, NCRs, Change Controls) in a tabular, filterable format. Reports help you sort, customize, and export live data for operational tracking, audits, and reviews.
Reports also act as the foundation for creating charts that visualize your process data more clearly.
Key Capabilities
Customize Columns: Choose which fields appear in the report.
Filter by Fields: Narrow down the data shown based on values like status, owner, group, etc.
Save and Reuse: Save your custom views as reports for easy access later.
Export to CSV: Download your report for offline use or external sharing.
Create Charts from Reports: Visualize saved reports by creating bar charts, pie charts, KPIs, and more.
To learn how to create charts from reports, see Creating Charts in Unifize (Insert real link when ready).
Steps to Create a Report
Click on Manage View
Navigate to any Process (e.g., Non-Conformance, CAPA)
Click Customize View
Select or deselect fields you want to show or hide.
Drag and drop columns to reorder them.
Click Apply.
Apply Filters
Use field headers to apply filters (e.g., Status = Open, Type = Internal).
Most field types (status, dropdowns, numbers) are filterable.
Text fields are not filterable.
Save as Report
Click Save As (top right).
Enter a descriptive name for your report.
The saved report will automatically update in real time.
You can now share the saved report by sending the shared link to colleagues who have access to Unifize.
Next Step: Create Charts from Reports
Once you have a saved report, you can easily create charts to visualize your data.
Charts allow you to display KPIs, bar graphs, pie charts, tables, and more — helping teams better understand trends and performance.
Best Practices for Creating Reports
Use clear report names: Example – “Internal Open NCRs – April 2025”.
Keep reports focused: Include only necessary fields to avoid clutter.
Leverage filters: Create targeted views for audits, open actions, overdue tasks, etc.
Export regularly: Save snapshots of key reports for compliance or monthly reviews.
By creating custom reports in Unifize, you make it easier to monitor processes, track progress, and stay audit-ready — all from one place.
Saved reports also serve as the foundation for creating charts that provide powerful visual insights into your operations.
Last updated
