Creating a reports PDF / Excel from metadata in M-Files

M-Files doesn't have such report generation functionality built in but you can export data for reporting purposes with the Reporting and Data Export feature. Usually customers would export the data they need and then build their reports using any third-party BI tool such as Microsoft Power BI using the data in the reporting database. I'm sure there are some solutions on the market that could generate PDF reports as well but I don't have any recommendations.

For simple reporting needs, the CSV export from an M-Files view might work. Excel can open CSV files natively. You would need to check the detailed reporting requirement from the customer and see if this fits their needs.

There is a feature in M-Files that allows you to populate metadata directly in Excel cells without any programming or external tools. The placement of metadata into Excel cells can be done directly in Excel using the M-Files Desktop client, which automatically comes with MS Office integration. We are a customer of M-Files and use this feature when handing over design data of our equipment to engineering partners, who expect specific data to be in agreed Excel Cells. The same is also possible in Word and you can then use an M-Files Workflow to convert the document into PDF.

Hi,
Use Word Add on to create reports and convert to PDF if a great idea.
We will try to do it.
Thank you!