Reports and exports

How your crews are doing at a glance, the people behind each number, and the records ready for a safety meeting or an auditor.

Step by step

1. Open Reports. The top row shows checks done and passed, completion, training and open risk items.
2. Narrow it with the filters: date range, crew, location, worker, area and status.
3. Tap any number to see the people behind it, and what to do next.
4. Tap CSV to download exactly what you are looking at, to open in a spreadsheet.
5. Tap Print for a clean page for a meeting, or choose Save as PDF in the print window for an auditor.
6. For a single incident, open it and tap Export PDF: what happened, the photos, the notes and the corrective actions.
7. In the Safety log, Export CSV downloads every incident.

Good to know

• Who can export. Owners, administrators, safety managers and auditors.
• Dates are your dates. Exports use the day things happened in your time zone.
• Safe to open. Anything typed that a spreadsheet could read as a formula is written as plain text.
• Every change is on record. The Audit log tab beside Reports shows who changed what, and when.