CONTENTS: • REPORT CATEGORIES • RUNNING REPORTS - OPTION 1 • RUNNING REPORTS - OPTION 2 • USING FILTERS • AUTOMATED REPORTS
OVERVIEW:
A variety of Reports can be run from the collected data in most Safety Indicators Modules. Each type of Report displays a different configuration of summary information.
There are two options for accessing the Reporting function. There are also Filters available for many Reports, to narrow down to the specific information you need.
Different people at the organization have different Permissions for running Reports. The System Admin sets those Permissions. The rule of thumb is, if the system allows you to run a certain Report, then you have Permission to do so.
REPORT CATEGORIES
This tutorial uses the Audits Module as an example. Also, we are using the term ‘Projects’ to segment the company’s operations, but your firm may use ‘Divisions,’ ‘Worksites,’ etc.
There are 3 different Categories of Reports.
1. Some Reports are Item-Specific, for one particular Audit conducted for one particular Project
2. Some Reports are Project-Specific, covering all Audits conducted for that Project
3. Some Reports are System-Wide, covering all Audits for all the company’s Projects
RUNNING REPORTS - OPTION 1
FINDING THE ITEM TO RUN A REPORT ON
To manually run an Item-Specific Report (again, using the Audits Module as an example), click on the large icon in the Audits card.
A From the List View of Audits in the system, click once on an item to select/highlight it.
• To help you find the Audit you need, note that the List View shows the Project (etc.), Audit #, Status, Summary Title (Audit Template), Date of Audit, and more. You can also use the Filters, Search or Page functions to help find a particular Audit.
B Click Reports in the top toolbar, and from the drop-down list, select the type of Report you would like to run.
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RUNNING A REPORT
In the window that opens, you see that the Project, Audit Template, and Audit Number fields are already filled out.
A Simply click Run Report to begin the process.
After a few moments, the Report will appear.
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SAVING A REPORT
Note that Reports that you run are for viewing only and are not automatically saved to the system.
However you can Print the Report, by clicking the Printer Icon in the toolbar.
You can also Export the Report in a variety of file formats. In the toolbar, click “Export to the selected format,” and choose PDF, Excel, etc. from the drop-down list. Then after you click Export, the file will appear in your computer’s Downloads folder.
RUNNING REPORTS - OPTION 2
FINDING THE REPORT TYPE
A Click the Reports Icon at the top of the List View screen.
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A In the list of Report Categories that appears, click to expand the appropriate section to show the Reports you can run in that Category
B Click on the Report you want to run
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REPORT CATEGORIES
If the next window has a drop-down field for choosing a specific item, i.e. an Audit Number, then it will be an Item-Specific report.
If there is a field for choosing a Project (etc.), but not one for choosing an item, then it will be a Project-Specific report.
If there are no fields for making Project or item choices, then it will be a System-Wide Report.
In any of those cases, after making any required selections, simply click Run Report.
USING FILTERS
After a Report is run, you may be able to apply Filters to narrow down the data along a number of different parameters, and then run the Report again. Note that some Reports offer Filters, and some do not.
For this example, let’s say you need a Safety Scorecard for just the Northeast section of the country.
A Uncheck None
B Add a checkmark to the desired Region. Depending on the Filter, you may or may not be able to select multiple options
C After you click Apply Filters, the original Report will be replaced by the Filtered, region-specific Report.
AUTOMATED REPORTS
The Safety Indicators team, and sometimes System Admins at the company, can set up Automated Reports.
When a certain Status is assigned to an item, OR if a certain data value exceeds a specified threshold, the appropriate type of Report is automatically generated.
That Report is then Saved to the item. There, it can then be accessed in the first column of the List View.
Such Reports can also be set up to be automatically emailed to specified stakeholders.