Reporting and Data Export

Saving and protecting data is important, but the saved data must also be available for analysis. In addition to being able to save many types of data in M-Files, you can use it to create various reports.

The reports can be used to gather information on, for example, sales processes, completed projects, the size of the proposal base, volumes of orders, participation in training, and sales by each salesperson itemized by customer. Graphical reports make the data analysis quick and easy. In real-world operation, reports can be generated from any metadata.

Updating the license code for reporting

The reporting module is an M-Files add-on product available for a separate fee. It can be activated with an accompanying license code. The reporting module enables data export from M-Files to create reports and display them in the M-Files user interface.

For you to activate the reporting module, the license code must be activated on your system. The license is provided on a subscription basis. Activate or update the license code in M-Files Admin (for more information, refer to Managing Server Licenses). In M-Files Cloud, the reporting module is automatically activated if your subscription includes it.

To find out how M-Files can support your business with M-Files reports, please contact us at [email protected].

Reporting database

The reporting data is exported from the vault to an external reporting database. In M-Files Cloud, the reporting database is available for a separate fee.

Report object type and class

To display the reports, M-Files has a built-in object type and class for reports. By default, the Report object type is hidden from the users. Provide the required access rights for the Report object type so that actual reports can be created in the client software.