In this guide, we’ll cover how to configure and export your own custom data reports.
Overview
The Data Reports section in Formalize allows you to build fully customized reports to extract and present information in a structured format. You can use any element within Formalize, such as risks, suppliers, and more, as data sources. Reports can be refined using filters to narrow down the results, and you can build custom columns to include exactly the data you need.
Here’s a detailed walkthrough of how to set up your data reports in Formalize. The video below guides you through the key steps and options, including:
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How to create a data report
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Selecting a source and applying filters
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Building and customizing report columns
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Formatting options
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- How to export reports and available export formats
Articles mentioned in the video above:
- For help creating custom fields, see our Fields article.
- For more details on setting up risks, refer to our Risks Overview guide.
by Lea Vietze, Customer Success Manager
We hope this article was helpful and that you now have a clear understanding of how to work with the Tasks module in Formalize!If you need additional support, please feel free to schedule a meeting with our Customer Success team, here.
For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.
Otherwise you are of course always welcome to reach out by email contact@formalize.com.
