Reports
Thingsform Reports automates your reporting. Fill PDF templates with your data, schedule periodic sends and get intelligent AI-generated summaries. Less time on reports, more time for analysis.
- PDF filling
- Scheduled reports
- Summaries
What Reports brings
PDF filling
Scheduled reports
Summaries
Reports in your workflow
Reports does not work in isolation: every action can feed the platform's other modules.
Reports → Forms
Build smart forms with conditional logic and structured data collection.
Explore FormsReports → Analytics
Visualise your data with custom widgets, forecasts and CSV export.
Explore AnalyticsReports → ThingsMail
Manage your contacts, email campaigns and automations from a single platform.
Explore ThingsMailFrequently asked questions about Reports
Which modules does Reports work with?
Reports connects natively to Forms, Analytics and ThingsMail. Data flows from one module to the next with no export or integration to set up.
Do I have to rebuild the report every month?
No: the report is scheduled and goes out on its own, filled with the period's data. That is the main point — regularity no longer depends on someone remembering.
Can I use my own PDF templates?
Yes, filling happens in your existing templates. The document comes out in your usual format, so recipients don't have to learn a new layout.
What goes into a generated summary?
A reading of the period's figures: what is up, what is slipping, what stands out. It accompanies the tables rather than replacing them — worth a read before sending.
Which plan includes Reports?
Included from the Pro plan, scheduling and summaries included. It assumes Analytics is fed: a report is only worth the data it aggregates.