Create Story Reports

If you are wanting to create a report from the stories that have been told, there are several different ways to do this. 

In this article:

Create Story Reports using the List View (Smart-list filters) 

Using the filters in the Stories Smart- list you can export summary data, ie. description about the record, but not the full details within it. It's an easy way to get to specific information into a report. For example by date range, story type, where the story happened, the activity happening at the time, person involved etc. 

  1. Click Stories in the top menu bar. 
  2. Click Full Stories All Time.
  3. To use all the filter options in the Smart-list make sure Hide Advanced Options and Hide filters are displayed on the screen. If you click either of these they will change to Show Advanced Options and Show filters and reduce your search options.
  4. Select from the Smart-list display options or type in the filter boxes to refine your search and get to the information you want to report on. 
  5. Click Create Report.  
  6. To export to a file, use CSV under Output Data. There is also the option to print the page or create a PDF.

Create Story Reports using One-click Report feature

This feature allows you to pick an aspect of a story eg stories that included damage, and create a report on stories where damage occurred.

  1. Click Reports in the top menu bar.
  2. Choose the type of report you want and click the box.
  3. For  Accidents, Damage, Discomfort,  Injuries, Risks, Near Miss or Nice Job reports, click on your report type, decide what information you want to report on from one of the options on the left and then the date range. Click the box where these two intersect. This will open the report in a new browser page.
  4. For TXT reports, choose the Year and Month, click Update. The screen will change to show the activity for that year and month.

Create story reports using the Custom report feature

  1. Click Reports in the top menu bar. 
  2. Click  Custom Reports  on the top right.
  3. Click Build My Own on the top right.
  4. Click through the reporting option questions to refine the data. 
  5. In 'What would you like to count in your report?' Choose from the drop-down list and click Add to Report.
  6. Further filter boxes will open giving you more options to select from. 
  7. You can repeat No 5 & 6 until you've chosen everything you want to show in your report. 
  8. Click Build My Report.
  9. A PDF will appear in your downloads file.
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