The Reports tab is an essential feature in your Admin Console that allows you to export, review, and analyse all the forms completed by your team. This tool is your central hub for auditing and monitoring your health and safety records.
To access your reports, simply click on the Reports page from the main menu.
The Reports page is divided into three main sections:
Summary Reports: For a high-level overview of key business areas.
Form Reports: For generating detailed reports on specific types of forms.
Workflow: For viewing Workflow forms in one place.
Completed Forms: A complete list of every single form completed.
You can adjust the date range for all reports by using the date picker in the top right-hand corner.
Summary Reports
The Summary Reports page offers a comprehensive overview of different areas, such as Site activity, Training summaries, Blue Notes, and Corrective Actions. It also shows a count of completed forms in each Form Category.
To explore data in more detail, you can click on an item or click the Eye Icon.
You can export the information by downloading, emailing, or printing directly from this page.
Form Reports
The Form Reports section is a powerful tool used to generate a report for one specific type of form. This is perfect for seeing all "Incident Reports" or all "Vehicle Pre-starts" in one place.
Click on the Reports tab.
Select Form Reports from the top of the page.
Scroll down or use the filters to find the form you are looking for (e.g., "Toolbox Talk").
To generate a report for that form, click the Orange Page Icon on the right.
From this new report, you can:
Click the View Icon to read an individual completed form.
Use the buttons in the top-right corner to share, print, or download the entire report.
Completed Forms
The Completed Forms page shows you every single form that has been completed in your account for the selected date range, all mixed together in chronological order.
Click on the Reports tab.
Select Completed Forms from the top of the page.
You will see a list of all forms completed during that period.
To view an individual form record, click on the View icon (the eye).
Note: You can filter this list by type or sort it by clicking on any of the column headings.