How do automated reports work?
Configure your template
Create or import a Word template. Add your logo, your sections, your colours, and insert Kizeo Forms tags to automatically map your data to the right location.
Collect your data in the field
Your teams complete their forms on mobile or tablet while on site (photos, signatures, GPS, tables…). Every captured piece of data automatically feeds your report.
Receive a professional report instantly
When the form is submitted, your report is automatically generated and structured. It can be emailed, saved or shared with your clients and partners.
Sectors
Automated reports for all your business needs 🚀
Kizeo Forms includes all the features you need to generate professional, structured, ready-to-use reports — whatever your operational processes.
Ready-to-use templates
Access a library of pre-configured Word report templates. Each one can be fully customised: layout, content, logos… Ideal for standardising your documents without starting from scratch.
Excel & CSV exports
Analyse your data in depth with Excel or CSV exports. Ideal for producing statistics, feeding BI tools, comparing interventions or integrating data into internal systems.
Standard PDF report
Your data is instantly turned into a professional PDF: logo, header, footer, automatic formatting… Perfect for sending a clean, ready-to-read summary to clients or teams.
Export your media
Photos, diagrams, attachments: all your media are exported in their original quality and enrich your reports with impactful visuals that capture clients’ and partners’ attention.
Custom Word, Excel or PDF report
Create 100% customisable reports in PDF, Word or Excel. These documents reflect your brand and follow your internal quality standards.
Advanced customisation
Advantages
Generate professional reports effortlessly
Instantly turn your field data into clear, reliable, share-ready documents. Boost your productivity, reduce errors, and focus on what really matters.
Save valuable time
Reports are created and sent automatically as soon as a form is completed. No more manual formatting or copy-and-paste — everything is generated within seconds.
100% custom reports
Create fully tailored reports that precisely reflect your company’s visual identity.
Analyse better, decide faster
Your information is ready for analysis, dashboards and your BI tools.
Automate your tasks without lifting a finger
Don’t stop at report automation — automate all the actions that come with it!
With task automation, your data flows to the right place at the right time — no manual steps needed:
- Reports automatically sent to the right recipients (clients, managers, contractors…).
- Trigger notifications, validations and CRM updates the moment a form or report is created.
- Eliminate re-entry and oversights for smooth, 100% reliable processes.
4,500+ companies trust Kizeo Forms
4,500+ companies trust Kizeo Forms
FAQ – Everything you need to know about automated reports
What is an automated report with Kizeo Forms?
An automated report is a document generated instantly whenever a form is submitted.
Kizeo Forms automatically turns your data into a PDF, Word or Excel report, based on your chosen template. No more copy-and-paste or manual formatting — everything is structured for you.
What types of reports can I automate?
You can automate all kinds of reports:
- intervention reports
- visit summaries
- QHSE audits
- photo reports
- technical records
- HR or administrative reports
Any document generated from a form can become an automated report.
Can I fully customise my reports?
Yes. With Kizeo Forms tags, you can customise every element: text, tables, images, signatures, conditional sections, logos, colours… Your reports reflect your identity and internal structure.
How are automated reports sent?
Automated reports can be:
- emailed to the recipients you choose
- downloaded from the web interface
- automatically sent to your tools (Dropbox, CRM…)
Everything can be configured without manual intervention.
Can I analyse my automated reports in Excel or a BI tool?
Yes. Kizeo Forms also generates Excel and CSV exports optimised for analysis.
Your data can then be integrated into BI tools (Power BI, Looker Studio, Qlik…) to build dashboards.
Can I include media (photos, signatures, diagrams…) in my automated reports?
Absolutely. Photos, digital signatures, geolocation, lists or tables can all be automatically inserted into your reports, in the format and position you choose.
Do automated reports work offline?
Yes. Your teams can complete forms offline. The automated report will be generated and sent as soon as the device reconnects.
Can I automate sending reports to multiple recipients?
Yes. You can configure as many recipients as needed: clients, managers, partners, internal teams… Each automated report will be sent according to your rules.
Are automated reports secure?
Yes. All reports are generated in a secure, GDPR-compliant environment with data hosted in Europe and encrypted communication.
Can I test automated reports?
Yes. During the 15-day free trial, you can use all report creation and automation features with no limits.
Discover all our other features 🚀
Multi-app integration
Task automation
AI-assisted data entry
AI form builder
API
BI connector
AI assistant
Offline data collection
Custom forms
Connect Kizeo Forms to 200+ apps without knowing how to code
Link Kizeo Forms to 200+ applications in just a few clicks and let your data flow automatically:
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Automate: your actions, updates and notifications trigger themselves.
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Connect: your data moves freely between Kizeo Forms and 200+ tools.
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Accelerate: your processes gain speed and efficiency.
Speak. Take a photo. AI fills it in.
With AI-assisted data entry , simply speak or take a photo and your forms are completed automatically.
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Fast : dramatically reduce the time spent entering data for each form.
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Intelligent : AI understands accents, foreign languages, and reads your documents.
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Reliable : accurate data, with no errors and no re-entry.
Generate forms in 15 seconds with AI
Designing a professional form has never been easier: describe your need and our AI instantly creates
a complete, ready-to-use form in 15 seconds :
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Fast : your forms are generated in seconds.
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Versatile : convert your PDFs into digital forms and translate them.
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Flexible : customise every detail for a form 100% tailored to your business.
Connect Kizeo Forms to Your Tools in One Click
Kizeo Forms integrates seamlessly with your existing software to streamline your processes:
- Multiple integrations: connect with Dropbox, DocuSign, Trackdéchets, Zapier, Make and many more!
- Time savings: automate your data flows, eliminate manual re-entries, and focus on what truly matters.
- Ease of use: link your tools in just a few clicks thanks to our REST API.
Manage your data in real time
With the BI Connector, your field data automatically feeds your dashboards:
- Automatic: your KPIs update continuously, with no CSV files or manual handling.
- Accurate: you analyse reliable, structured data that is always aligned with field reality.
- Flexible: connect the BI tool of your choice and select only the data that matters.
Control your data and actions through an AI Chat
With the AI Assistant, no more switching endlessly between tools: simply chat in an AI interface that accesses your data and performs actions for you.
- Centralised:
One chat to access your Kizeo Forms data and all your business tools. - Actionable:
The AI Assistant doesn’t just answer — it executes the actions you request (updates, creation, sending, exporting…). - Fast:
Fewer clicks, fewer steps, and tasks completed in just seconds.
Work anywhere, even without a network
Collect data offline, even in areas without internet:
- No interruptions : entry continues seamlessly, even without a connection.
- Protected data : everything is securely saved locally.
- Auto-sync : your information uploads automatically as soon as the device reconnects.
Create forms that adapt to your business
Transform your paper forms into 100% personalised digital versions:
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Add 25+ fields: photos, signatures, geolocation, tables, automated calculations, and more.
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Customise every element: business rules, required fields, display conditions, and more.
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Speed up your creation with AI and a library of 50+ ready-to-use templates.
