REPORTING & INSIGHTS

Get more insight from your M-Files data

Generate reports, display dashboards, monitor automation activity, and analyze business processes with configurable Extension Kit capabilities — without custom development.

WHAT YOU CAN DO

Turn M-Files data into useful information

Automate reporting, bring dashboards into M-Files, and use activity data to better understand your processes.

Generate and deliver reports from M-Files data without manually collecting and exporting information.

Display external dashboards and reports directly in M-Files, keeping relevant information accessible in one place.

Monitor automation execution, investigate errors, and prepare process data for further analysis.

REPORTING & INSIGHTS CAPABILITIES

Ways to gain visibility into M-Files

Extension Kit supports different ways to access, present, and analyze information from M-Files.

Create reports using M-Files metadata, automatically or on demand. Export them in formats such as Word, Excel, HTML, or CSV, save them in M-Files, or send them to recipients.

Embed BI dashboards, reports, and web content in the M-Files interface. Display information in dedicated tabs or show content relevant to the selected object.

Record rule execution, errors, and other system activity through configurable logs. Adjust logging levels, destinations, and retention to support monitoring and troubleshooting.

Export M-Files event and workflow data to external databases for analysis with BI or process mining tools. Identify how long processes take, where delays occur, and how work moves between workflow states.

Common scenarios

See Reporting & Insights in practice

Explore how Extension Kit can support recurring reporting, business dashboards, and process analysis.

Automatically generate an Excel report of invoices approved in M-Files during the week and send it to the relevant stakeholders, without preparing the report manually.

Explore Reporting

Embed an external BI dashboard in an M-Files tab so users can monitor business KPIs and access relevant reports without switching between applications.

Explore Embedded Dashboards

Export M-Files event data to a database for process analysis. Examine workflow transitions, time spent in each state, and potential bottlenecks using process mining or BI tools.

Explore Process Analysis
PRODUCTS BEHIND THE CAPABILITIES

Reporting & Insights across Extension Kit products

Extension Kit Core

For reporting, dashboards, and monitoring within M-Files.

Extension Kit Process Intelligence

For deeper process analysis outside M-Files.

Ready to get more from your M-Files data?

Explore how Extension Kit can help you automate reporting, access dashboards, monitor activity, and prepare data for process analysis.

cover-bg