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.

Example of an 'All 8Ds' report

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.