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. Select Incidents or Claims on the left side of the screen

💡 The claims report contains transactions and loss runs

    3. Once you have chosen Incidents or Claims, click the plus (+) sign next to Custom Views to build a new Custom View . A 'Create a new custom view' window will appear on the right side of the screen. 

     4. Once the 'Create new custom views' window appears, click the plus button, indicated by the green arrow to add search criteria.  Search criteria can be added using the dropdown under the "Show items that have the follow characteristics" heading.

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

     6. You will be prompted to 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 custom view you created

     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.).