# 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.

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### 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

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### Steps to Create a Report

* Click on **Manage View**
* Navigate to any **Processes** (e.g., Non-Conformance, CAPA)

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* Click **Customize View**
* Select or deselect fields you want to show or hide
* Drag and drop columns to reorder them
* Click **Apply**

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#### 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

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#### 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.

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### 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

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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).

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### **Steps to Create a Report**

1. **Click on Manage View**
2. Navigate to any **Process** (e.g., Non-Conformance, CAPA)

   <figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2FHw3vz3uzkCjqC11fa8sR%2FReport%20pt1.png?alt=media&#x26;token=45856f30-0127-462b-93e8-2e7fcb1e999b" alt=""><figcaption></figcaption></figure>

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1. **Click Customize View**

* Select or deselect fields you want to show or hide.
* Drag and drop columns to reorder them.
* Click **Apply**.

  <figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2F4RYpVMCHvaoHJ7qVSL7n%2FReport%202.png?alt=media&#x26;token=460bd523-0d1e-4f09-9ed2-b717fadf66f1" alt=""><figcaption></figcaption></figure>

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1. **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.

  <figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2FtGpJPg6G2QJuznyqpq7o%2FReport%203.png?alt=media&#x26;token=d54f6f43-6196-481d-b5b9-9a227ee4e248" alt=""><figcaption></figcaption></figure>

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1. **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.

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### **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.

Learn more about this in [Creating a Chart from Reports](https://docs.unifize.com/admin-guide/customization-and-configuration/creating-a-chart-from-reports) →

### **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.