For a quick overview of your HSE reports, first go to the main HSE dashboard.
In the HSE Reports tile, you can sort reports by date, form type, author, or status. You can also sort reports by clicking on Today, This Week, or This Month.
In this tile, you can select individual reports or click the arrow button in the lower right corner to go to the main HSE Reports dashboard.
HSE Reports Dashboard
Scroll to find the desired report and click on the eye icon to view report details. You can also select the download icon to save a copy of the report.
On this screen you can also use the Search bar or Filter option to refine the list.
The image above shows different filter options: form type, author, or date. Select one or more filters, then press Apply to see the results.
On the HSE Reports dashboard, click Create Report in the lower right corner.
In the Create HSE Report pop-up screen, choose from the following from the drop-down menu:
- HSE Reports by Date - Export all HSE reports completed during a specified date range,
- KPI Summary - Export a KPI summary during a specified date range,
- HSE Reports by Form - Export all forms of a specific type completed during a specified date range,
- HSE Reports by Supervisor - Export all forms associated with an individual supervisor within a specified date range.
Fill in the required fields and then click Create Report to create and export the report.
In the KPI Progress tile you can view how many KPIs have been completed based on a specific form. Click on the KPI to view a detailed list of completed KPIs by users. This applies accountability to each team member to ensure monthly goals are met.
In the User KPI tile, you can view KPI progress by user. Click on the user and you will see a list of completed KPIs assigned to that user.