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Finding the right report

Filtering reports

Use filters to list only reports you are interested in. For example:

  • from a certain form eg. accidents
  • sent by your team
  • where the risk is high and further action needed
  • you have actions

You can search for reports in 3 ways:

  • Manually click through the page numbers and select from the report summaries.
  • Keyword search uses the ‘Search Reports’ query, centre top of the screen
  • Filtering uses the 3 drop down menus in the search bar:
    • Forms
    • Owner
    • More – this lets you search on:
      • Generic items: found in each report, such as the date.
      • Question items: the field name for each question is shown. Select one or more boxes from each list, then press ‘search’ to make it happen. When you choose More and select a field name relating to a question, a second line opens letting you select the answer(s).
  • To reduce the number of field names in the More menu, firstly select the appropriate form from the Forms dropdown menu.
  • Refine your search further by clicking the More menu again.
  • The More dropdown menu searches using field-names. Find the field-name by opening a report. The field-name is shown in brackets by the question.

Saving frequently used searches

Searches that are used frequently can be saved under ‘My Searches’ for easy access.

Save a new search:

  1. Select options from the 3 drop down menus in the search bar to create your search.
  2. Click ‘save search’.
  3. Give the search a name.
  4. Save the name.
  5. View the search name you created under ‘My Searches’.

Delete saved searches:

  1. Click the edit button by ‘My Searches’.
  2. Click the delete button next to the relevant search name.
  3. Click done.
Click here to learn more about fields

Updated on September 1, 2021

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