Filtering Your Incidents

Incidents can easily be filtered, viewed, and exported from the Incidents Tab.

The Incident Tab

Filtering is essential for managing and exporting your incidents effectively. By applying filters, you can narrow down the results to focus only on the incidents you want to export.

Note: When exporting to CSV, only the incidents currently displayed on the screen are included.

To get started:

Log into your Admin Console
Navigate to your Incidents page
Select the Incidents Tab

Key Filtering Settings

Key Dates
You can filter incidents by date to refine your search based on:

When the incident happened
When the case was created
When the case was updated
When the case was completed

Status
Filter incidents based on their status:

Draft
Open
Completed

More Filters
Access additional filtering options to narrow down results:

Recordable
Incident Categories
Corrective Actions
Injury/Illness Type
Case Classification

Adjusting & Exporting Your Table

Your table of incidents is exportable to CSV format. By using the filtering options, you can create a table of data that is valuable to you. You are also able to adjust what columns are viewable in the table.

To Adjust your Table:

Select the Cog Icon in the top right-hand corner
Click the check-box against the field to hide or show that column
Select "Apply" to apply your Changes

You can always select "Reset to Defaults" to return to the default setting.

Your Table configuration will also apply to your export. For example, if fields are hidden in your table, they will also be hidden in your CSV export.

To export your Table to CSV:

Click the 3 dots in the top-right-hand corner
Select download to CSV