Create Story Reports

There are several ways to create story reports in PeopleSafe.

In this article:

Create Story Reports using Smart-list filters

  1. Click Stories in the top menu bar. 
  2. Click Full Stories All Time.
  3. In the Smart-list area, if Show Advanced Options is displayed, click on it to show all filters
  4. Click Show Filters if it is displayed to see the column filters. 
  5. Click through the display options and type in the filter boxes to refine your search and find the information you want to report on. OR
  6. 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.
  7. Select from the display options or type in the filter boxes to refine your search and get to the information you want to report on. 
  8. Click Create Report to complete

Create Story Reports using One-click Report feature

  1. Click Reports in the top menu bar.
  2. Choose the type of report you want and click the box.
  3. For PeopleSafe Reports, you have the choice of a Summary Report and a Board Report. Select what you want to see. Click Generate to open an Excel report.
  4. For  Accidents, Damage, Discomfort, Training, 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.
  5. For People and Check-in reports, choose one of the report options and click Build Report.
  6. For Tasks, choose from one of the three report options and click the box.
  7. 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 to complete.
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