Create reports from M-Files data
Easily generate reports in Excel, Word, HTML, or CSV format based on M-Files metadata.
When reporting needs more flexibility
Views are a standard way to extract data from M-Files — but they’re not built for advanced reporting.
If a customer needs reports sent automatically in a specific format, like a weekly Word or Excel file by email, views alone can’t deliver.
Creating custom views for each report takes time, and having too many can quickly clutter the vault.
For teams that need more control over how data is extracted and shared, there’s a more flexible approach.
Simplify data exports from M-Files
Extension Kit Core makes it easy to extract and share data from M-Files — automatically and on your terms.
Define a custom data set, choose the output format, and decide when and where the report should be delivered. Whether triggered by a workflow or scheduled to run periodically, there’s no need for scripting or complicated setup.
Export your reports in Word, Excel, HTML, or CSV — whatever fits your use case best.
Send reports directly to the Vault, save to Disk, or deliver via Email or SFTP.
Select which metadata to include and apply simple formatting options like headers, row numbers, or grouping by property.
Gain more control over data export
Simplify the process of generating recurring or one-off reports from M-Files data. With just a few configuration steps, define what to export, when to export it, and where it should be delivered — all without writing a single line of code.
Use cases
A company owner wants to receive a weekly Excel report of all approved invoices. A scheduled report is dynamically populated and sent automatically every week.
Use placeholders in a Word template to insert dynamic project data , like high-value projects in paragraph form and low-value projects in a table.
Ready to simplify your next M-Files implementation?
Empower your M-Files implementation and cut development time and cost with Extension Kit for M-Files - low-code/no-code solutions that accelerate deployment, simplify configuration, and deliver advanced features.
