Reporting in Site App Pro

You can use the Reports page on your Computer login to view Reports or Forms Completed by your business

The Reports page is split into three sections: 

  1. Summary Reports are used to show a summary of your completed forms
  2. Form Reports are used to generate individual reports for each type of form 
  3. Completed Forms show every single completed form in the selected date range  

Click on Reports on the menu in your Site App Pro administrator console to find the Reports page. By default the date range is set to 'Last 7 Days', you can change this by choosing from the options on the right. 

Note: If you choose the custom date range you can use the date picker to choose when the reporting period starts and ends.

Summary Reports

  1. Shows a range of summary reports based on completed  forms within the selected date range  e.g. Staff Training, Hazard Analysis, Incidents, Maintenance etc. 
  2. To view an individual record within a report click on the View icon.
  3. You are able to Print, Email or Download an individual report.  Use the refresh icon if you have altered the reporting date range.

Form Reports

The Form Reports section is a really powerful tool, where you can generate a report for any form completed. 

  1. Go to Reports
  2. Select Form Reports from the top of the page 
  3. Here you can either scroll down or filter specifically to the form you are looking for.
  4. To generate the report click the orange Page Icon at the end of a row
  5. You can view individual forms completed in that report by clicking the View Icon. If you want to share, print or download the report, click the buttons in the top right corner.

There is also a heatmap tool on this page that can help you scope the form completion from your team. Let's learn more about form reports and it's powerful tools!

Completed Forms

The completed forms page shows you every single form that has been completed in Site App Pro for the selected date range. You can change the date range in the top right corner or filter the forms if you want to see more/less of a range. 

  1. Go to Reports
  2. Select Completed Forms from the top of the page
  3. Under completed forms, you will see all the forms completed during that period
  4. To  view an individual form record click on the View icon

Let's see how viewing completed forms can help make monitoring your Health & Safety a lot easier 🙌

Note: The forms can be filtered by type or sorted by clicking on the column headings.

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