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Quick Report Builder

Create simple report in a
few clicks

In UniFi you can build an unlimited number of automated workflows for an unlimited number of use cases, the icing on the cake is that you can create quick reports for any of these workflows. 

The quick report builder is very easy to use, simply select your workflow(s), add any fields and conditions that you want to see and then hit ‘fetch data’!  

You can then export the results into Excel, PDF or CSV. 

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Instant Reporting

The ‘Quick reports’ section of the work operating system allows you to produce reusable reports and do ad-hoc inquiries into your data across all your apps.  

You can easily add columns that you want to be shown as fields on the inquiry (or columns that you want to be used within conditions) with the click of a button or simply by dragging them from an expandable list to the relevant pane. 

UniFi gives you the ability to ‘aggregate’ a field (i.e., summarise it into a single total instead of showing one line per value) and also the ability to remove the field/filter from the inquiry. 

You can quickly load any previously saved inquiries and save or delete any query you are working on. 

With the click of a button, you can extract any data in seconds and export the same into a variety of different formats, including PDF, Excel and CSV. 

Quick Report Features:

  • Create reports in seconds 
  • See all your data from all your business systems in one place
  • Ability to aggregate data (i.e. summarise data into a single total rather than showing one line per value) 
  • Export data into PDF, Excel and CSV format 

What is the difference between Business intelligence and quick reports?

Business intelligence (BI), combines business analytics, data mining, data visualisation and data tools to help you make data-driven decisions.

Creating reports using the business intelligence feature is more in-depth and provides more insight. The business intelligence feature can show you live data in a range of visual styles across a range of business systems.  

Whereas the quick report builder provides fast insights and takes a fraction of the time to create reports. It provides on-the-go reports when you need them quickly. 

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Other Reporting Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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Emma is a Business Development Manager at FinanSys with a strong background in accounting. She holds the AAT qualification and is part-qualified as a Chartered Accountant with ICAEW. Previously, Emma served as Finance Manager, where she oversaw all financial operations and successfully implemented a new financial management system. With 7 years of experience, Emma prides herself in identifying challenges faced by finance teams and delivering effective solutions, leveraging her expertise in accounting and financial systems.

Glyn is the Business Development Director at UniFi. Qualified as both a barrister and a chartered accountant, he has dedicated his career to merging these disciplines to drive impactful results. Since entering the IT industry in 1998, he has held diverse roles ranging from back-office accounting to frontline sales, culminating in leadership positions where experience has honed his strategic vision.

His leadership philosophy focuses on nurturing and empowering teams, fostering an environment where they not only achieve exceptional growth but also enjoy the journey together.

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