# 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** 1. **Click on Manage View** 2. Navigate to any **Process** (e.g., Non-Conformance, CAPA)
*** 1. **Click Customize View** * Select or deselect fields you want to show or hide. * Drag and drop columns to reorder them. * Click **Apply**.
*** 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.
*** 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. *** ### **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](/admin-guide/customization-and-configuration/creating-a-chart-from-reports.md) → ### **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. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.unifize.com/getting-started/first-steps-for-new-users/creating-custom-reports.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.