Reports

1. What is on the screen

«Create Report» at the top right, «Filters» and the list of saved reports. For a new company the list is empty: it says «No reports found» and repeats the «Create Report» button.

«Filters» opens “Type” (risk assessment, incident, training, audit, custom), “Category”, “Status” (active or inactive) and “Template Only”; “Clear Filters” removes them.

2. Create a report

1. Press «Create Report»: the “Report Builder” opens.

2. Enter the “Report Name” (the only required field) and, if you like, the description.

3. Add blocks from the “Widget Palette” on the left —“KPI Widget”, “Chart Widget”, “Table Widget”, “Text Widget”— by dragging them onto the canvas or with “Quick add”. If you would rather not start from scratch, pick “Executive summary”, “Incident report” or “Compliance overview” under “Start from a template”.

4. Press each block to choose its data source (assessments, incidents, inspections, training or compliance) and what it shows.

5. Check the result with “Preview Mode” and press “Save Report”.

3. Send it by email on a schedule

In the builder, “Schedule & Delivery” sets the frequency (daily, weekly, monthly, quarterly or yearly) and the time. If you turn on email delivery, add the recipients, the subject and the message: on each date the report is generated with the data of that moment and emailed.

4. Open, export and permissions

Opening a report from the list computes it with current data; from there you print it, export it to PDF or send it. The side menu also has the “Reports Dashboard”, “Safety Intelligence” and the REA and ESG reports.

If your role does not include the reports module, you will see “This module is switched off” when you open it; an administrator turns it on in Company settings, “Modules” tab.