For: Admins
The Analysis Dashboard gives you a running picture of how health and safety activity is tracking across your organisation — across any form type, any site, and any time period. Use it to spot trends, compare performance, and answer the questions that matter to your business.
Note: You can export any report to CSV by clicking the download icon on any chart.
Important: The Analysis Dashboard may not be available on Legacy plans. Contact [email protected] to find out more.
To access the Analysis Dashboard:
Log in to the Admin Console
From the Dashboard, click the Analysis tab along the top
Completed Forms Analysis
If you want to understand whether a particular type of form is being completed regularly — and by whom, where, and when — start here. You can track completion trends across any form category, name, or type, and slice the data by site or organisation.
Filter | Description |
Date Picker (top right) | Set the time frame for the data |
Form or Chart | Toggle between a graph or a data table |
Time Frame | Group data by month, week, or day |
Form Picker | Filter by Form Category, Form Name, Form Type, Organisation, or Site |
Chart Format | Display as Column, Curve, or Line |
Form Filter | Drill into specific types, categories, or forms |
Legend | Updates dynamically based on the data returned |
Example — View the trend of staff incidents over the past year:
Select Chart as the output type
Set the Time Frame to Month
Set the Form Picker to Form Category
Set the Chart Format to Curve
Use the Form Filter to select your Incident form category
Answer Analysis
Where Completed Forms Analysis tracks whether forms are being filled in, Answer Analysis looks at what's inside them. This is useful when you want to track how people are responding to specific questions across your forms — whether that's a rating, a text answer, or a recurring selection.
Filter | Description |
Question Selector | Select a general question type — collates data across all form types |
Form Selector | Narrow results to a specific form |
Question Selector (form-level) | Select a specific question within the chosen form — required when using Form Selector |
Date Picker | Set the time frame for the data |
Time Frame | Group data by month, week, or day |
Form Picker | Filter by Form Category, Form Name, or Form Type |
Chart Type | Display as Column, Curve, or Line |
Form Filter | Drill into specific types, categories, or forms |
Legend | Updates dynamically based on the data returned |
Note: Completed Forms Analysis only includes completed forms (not drafts). Answer Analysis includes responses from both completed and draft forms.
Example — Track which defect types are most commonly flagged on plant and equipment inspections:
Select a Chart type
Set the Form Selector to your Plant & Equipment Inspection form
Select Defect Type (or similar question) from the Question Selector
Set the Date Picker to the last 12 months
Set the Time Frame to Month
Set the answer type to Text Answer
Drill Down
Once you've built a chart and applied a filter, you can keep going. The Drill Down button lets you layer additional filters on top of your results — useful when a high-level trend raises a question you want to investigate further.
Each drill-down view can be exported to CSV or saved as a screenshot.
Example — See how many Pre-Start forms were completed across each site:
Log in to the Admin Console
From the Dashboard, click the Analysis tab
Set your Date Range
Set the Form Picker to Form Categories
Select Start of the Day and click Apply
Click the Drill Down button
Set the filter to Form Name
Select Pre-Start
Click Drill Down
Set the filter to Sites
The report will now show how many Pre-Start forms were completed across each site.
Hazard Board Analysis
Scroll to the bottom of the Analysis page to view trends from your Hazard Board. This section is separate from form analysis — it's focused specifically on hazards that have been logged, and lets you see where they're coming from and what state they're in.
Filter | Description |
Date Picker | Group data by month, week, or day |
Hazard Picker | View by None (total count), Site, Hazard Category, or Hazard Status (Live, Draft, or Live Until) |
Chart Type | Display as Column, Curve, or Line |
Filter | Refine the data — scroll down and click Apply to activate your selections |
Example — Identify which site is logging the most hazards:
Set the Hazard Picker to Site
Set a Date Range (e.g. This Year or Last 3 Months)
Use the Filter to select the sites you want to compare
Click Apply
To view all hazards grouped by category:
Apply a Date Range filter
Set the Hazard Picker to Hazard Category
Switch the Chart Type to Pie or Bar for a quick snapshot view