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  • Definition
  • Key Features
  • What constitutes a Report?
  1. Platform Help
  2. Definitions

Report

Definition

A Report in Unifize is a structured compilation of data extracted from records, checklists, and conversations. Reports help teams analyze trends, track performance, and make data-driven decisions by organizing information in a structured and actionable format.

By using reports, organizations can gain real-time insights into process efficiency, compliance status, and operational bottlenecks, ensuring continuous improvement and informed decision-making.

Key Features

  • Data Aggregation – Pulls relevant data from records, checklists, and workflows.

  • Customizable Filters – Users can apply filters by status, owner, priority, or date to refine data views.

  • Real-time Updates – Reflects the latest changes as data is modified within Unifize.

  • Export Options – Supports exporting reports for external sharing and offline analysis.

  • Drill-down Capabilities – Allows users to click into specific data points for detailed insights.

  • Visualization Integration – Works seamlessly with charts to create visual data representations.

What constitutes a Report?

  1. Header Section

    1. Report Title – Displays the name of the report.

    2. Filters Applied – Shows active filters.

    3. Search Bar – Enables users to quickly find records based on keywords.

    4. Actions & Customization Options

      1. Create Chart – Converts report data into visual charts for analysis.

      2. Upload CSV – Allows importing external data into the report.

      3. Customize View – Modifies displayed columns and sorting preferences.

      4. Download & Share – Exports report data in various formats for external use.

  2. Report Data

    1. Record Details – Displays unique identifiers and titles of records.

    2. Status & Progress Tracking – Shows the current state and due dates of records.

    3. Ownership & Collaboration – Identifies record owners and participants.

    4. Priority & Timeline – Highlights urgency levels and record age.

    5. Custom Fields & Filters – Allows customization and filtering based on process-specific data.

  3. Additional Features

    1. Show All Revisions Toggle: Enables users to view past revisions of records.

    2. Bulk Actions: Allows multiple records to be selected for batch updates.

    3. Sorting & Filtering: Users can sort columns (e.g., by priority or due date) and apply filters for targeted data analysis.

Reports in Unifize provide an intuitive, structured, and data-rich environment for tracking and managing records efficiently. By consolidating data with real-time filters, visualization tools, and automation, teams can ensure better decision-making, streamlined workflows, and improved compliance.

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Last updated 1 month ago

Example of an 'All 8Ds' report