Custom Reporting

Request specific data and generate custom documents.

Custom Reporting


This add-on lets you do more with your data. Simply define your parameters, download a copy of your data, then use it to suit your firm, whether this is for business intelligence, displaying on a dashboard, and more.

The data is downloaded securely as a SQL file in either SQL-Server or PostgreSQL formats, and can run against local or hosted database servers managed by you, or your Actionstep Certified Consultant.

Submit Your Request

Please contact our support team about this service. They will provide you with instructions on how to securely download your data, and ensure all information is captured correctly.

Please note, this service is to be requested by your firm’s user with the account authority for your Actionstep system.

The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

The download file will consist of table drop/create statements and commands to load the data into the tables. Currently the following tables are included in the extract (more may be added if needed):

File Contents

This service is offered an optional extra and will be added to clients’ monthly bills from Actionstep. The cost is $200 per firm (not per user) per month.

Price $200 per firm/month
Author Actionstep