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 🚀
AI assistant
BI connector
API
Multi-app integration
Task automation
AI form builder
AI-assisted data entry
Custom forms
Offline data collection
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.
