Formezy

Clarity That Drives Decisions

Reporting and dashboards in Formezy turn live operational data into clear visibility — so leaders and teams act with confidence, not guesswork.

Formezy reporting dashboard with charts and KPIs

What Are Reporting & Dashboards

Formezy reporting connects directly to your workflows and records — delivering live dashboards, scheduled reports, and role-based views without a separate BI stack.

Real-time operational data visibility

Real-Time Visibility Across Operations

See what is happening across workflows, teams, and modules as it happens — without waiting for end-of-week reports.

  • Monitor performance and KPIs in real time
  • Identify bottlenecks and delays instantly
  • See live data tied to actual operations

Turn Data Into Actionable Insights

Move from raw numbers to narratives your teams can use — with context from the workflows and records behind every metric.

  • Drill from summary metrics into underlying records
  • Spot trends before they become problems
  • Align teams around the same numbers

Reports Without the Effort

Stop rebuilding the same exports every month. Formezy keeps reports current from live data so sharing stays simple.

  • Generate reports without manual exports
  • Schedule and share updates automatically
  • Reduce time spent assembling spreadsheets

Custom Dashboards for Every Role

Give executives, managers, and frontline teams the views they need — with permissions and filters that match how they work.

Custom role-based dashboards in Formezy

Key Capabilities

  • Live operational and financial dashboards
  • Role-based views for leaders and teams
  • Custom charts, filters, and drill-downs
  • Scheduled reports and email delivery
  • Data from workflows, forms, and integrations
  • Export and sharing with governed access
Reporting and dashboard key capabilities
From data overload to clear decisions

From Data Overload to Clear Decisions

Replace scattered exports and inbox attachments with governed visibility — so teams spend less time hunting data and more time acting on it.
  • Replace scattered files with one source of truth
  • Focus on signals that matter for decisions
  • Give every role the visibility they need

Business Impact

Leaders get faster answers, teams align on the same metrics, and operations improve through visibility that stays current as work happens.

Turn Data Into Confident Decisions

Experience complete visibility into cost, performance, and outcomes within Formezy — from live operations to leadership-ready insight.

Turn data into confident decisions