To carry out filtering and exporting etc., you first need to go to the left-hand navigation bar; from here, select Reporting>Incident>Incident Reporting:
This will bring you to the Reporting Section where you can filter, customise and export any/all incidents reported.
- Select your register name from the Main Register drop-down section, and any other related register as you see fit for reporting purposes.
- Click Show Table to bring up all the incidents contained within those registers selected.
- Enter a Report Name for exporting and saving purposes (outlined below).
Next Steps
1. To customise what information you would like to see for each incident, click the Show/Hide Columns button.
- This will then open a pop-up allowing you to select which information you would like to see/export. Those options highlighted in green are the columns which will be visible in your report:
2. You can filter by a specific column and specific order within one column at one time only, using the arrow selections beside each Column Title:
3. You can then go one step further by selecting only the relevant detail by clicking on the drop-down menu under each column heading, for example:
4. At this point, you can either export in either CSV or Excel format by clicking the CSV or Excel button; your customised report will then download.
5. To save the report to view at a later stage, simply select Save.