# 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.

<figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2FjDzP1Gd0RxGUxIuGBE9d%2FScreenshot%202025-02-26%20at%2012.45.36%E2%80%AFPM.png?alt=media&#x26;token=8e3e6b2f-e9bb-4eef-9658-0232acd2f91b" alt=""><figcaption><p>Example of an 'All 8Ds' report</p></figcaption></figure>

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.