Reporting enables businesses to access and report on records that have been created in their safety system or to identify records which have not been completed and require further action.
Reporting is accessible by users who have been set with Business Administrator or Supervisor access. Supervisors have a restricted number of reports they can access.
- Reporting is split into sections which can be expanded to show a series of pre-set reports. These reports can be customised to your specific requirements.
- Customised reports can be saved for future use.
- You can save reports to your Favourite Reports for future use.
- Reports you have recently accessed will be highlighted under Recent Reports.
On Desktop
- In the left hand menu, select Administration > Reporting.
- Select the area you wish to report on (e.g. Training) to expand a list of available reports.
- Select the report you would like to view.
- To customise the report click Show Filters in the top right corner to expand your filter options.
- Select the desired filters and customise your report.
- If you customise a report you can click Save to retain that report for future use.
- Reports you use frequently can be saved to your Favourite Reports. Open the report and click the star to the right hand side of the title.
- You can also Export your report as a CSV, Excel or PDF.