View a Report

Report visibility is restricted by user group and business unit.

To view a report:

  1. Log into a user account that's been added to the Incident Owner, Incident Supervisor, or Incident Management Administrator user group.

  2. Click the dropdown in the nav bar > Reports to display the Incident activity.

    The Reports application in the nav bar.
  3. Click a report to open.

    Clicking on an anchor object to open a report. 
  4. If the report includes a bar, column, or pie chart, hover your cursor over the chart for more information about the data. Clicking on a section of a pie chart will separate it from the rest of the chart for emphasis.

    Hovering your cursor over a bar, column, or bar chart will display additional information.
  5. If the report includes a table:

    1. Click a cell to open the associated object in a palette.

    2. Click a column to sort the data in the table.

    3. Click Next or Previous at the bottom of the table to scroll through any additional pages.

    4. Enter search terms in the Search Table... field to narrow down which data is displayed.

    5. Click the  icon to export the table data into a Word document or click the  icon to export the table data into an Excel spreadsheet.

      Clicking on a cell in a table will display the associated object in a palette, while clicking on a column header will sort the data in the table

      Only table data can be exported into a Word document or Excel spreadsheet. If you export data from a report that also contains a chart or heat map, that data will not appear in the document or spreadsheet.
  6. To star a report (create a tab for the report in the nav bar):

    1. Click the  icon at the top-right corner of the report to open the Add Report To Home window.

    2. If needed, enter a custom name for the tab in the Label report field. The report's name, as saved by an administrator, appears in this field by default.

      The Add Report To Home window.
    3. Select the Make this report your landing page checkbox if you want this report to replace the My Tasks tab or another report tab as the home page. To revert back the home page back to My Tasks, deselect the checkbox.

    4. Click Add To Home to finish.

    5. To delete the tab from the nav bar, click the  icon, then click Remove From Home.

      For more information on reports added to tabs, see the Starred Reports article.
  7. To apply filters to a report (if configured by an administrator):

    1. Click the  icon at the top-right corner of the report to open the Filters palette.  When a report is displayed with filters applied, the filter icon will appear with a red dot ().

    2. Apply the desired filters. The fields available will vary depending on the report.

      The Filters palette.
  8. To refresh report data, click the  icon.

  9. To export the report's attachments:

    1. Click the  icon  at the top-right corner of the report to open the Report Attachments palette.

    2. Click Export Attachments to download the listed attachments as a .zip file.The Report Attachments palette.