How to Generate a New Report

💡: View any generated reports related to incidents and claims

To generate a new report: 

1. Navigate to the Incidents tab.

2. Make sure Incidents is selected on the left side of the screen

💡 To run a claim report, navigate to the "Claims" tab, instead of the "Incidents" tab and repeat the below steps. The claims report contains transactions and loss runs

3. Click the Filter button. This will enable you to drill down into the information that you want to see.

4. Once Filter is clicked, a dropdown will appear with search criteria. Select the criteria you wish to drill down into.

5. Once your search criteria has been set, click the Create report button.

💡 To add more than one search criteria, click the filter button (3 stacked lines) again

6. A new window will appear, prompting you to give the report a name and select a simple or detailed report.  Below is a description of each type of report:

• Simple (incidents): Contains basic information about the affected person and description of the case. Roughly equivalent to OSHA’s Form 300: Log of Work-Related Injuries and Illnesses
• Detailed (incidents): Contains everything in the Simple format, plus additional details about the affected person, the illness or injury, and the establishment where it occurred.

After choosing the desired report type, click Create report to generate the report.

💡: You have the option to save the filter you created, by clicking the save button  

7. The generated report can be found in the Reports tab. 

8. From the Reports tab, you will be able to export the report as a CSV file.  Select 'Export CSV file', to download the report to your local device.  To view the report, use the application of your choice to open the file.  (i.e. Excel, Numbers, Google Sheets, etc.).