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Event Excel Report

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Goal

This report can be generated for a Single Event, whether that is an Incident, Audit, Inspection, Safety Observation, etc. The report displays the sections within an event and shows color-coded checked status fields, as well as any remarks. The report also displays a summary box which includes the number of actions created and their status, any non-compliances, as well as a score. The report can be generated in excel format only. 

Navigation 

  • Go to the Reports module in the navigation bar
  • Select Standard Reports
  • Locate the Event Excel Report from the drop down

Report Layout 

The report layout displays in 2 sections from top to bottom:

  1. Filters used
  2. Summary of number of actions created and their status and non-compliances with scores
  3. Color-coded status event questions and responses including remarks

Report Filters 

2018-04-23_ClientSuccessPortal_EventExcel_1.png

Report Sample

2018-04-23_ClientSuccessPortal_EventExcel_2.png