How To Create A More Detailed Report On Filed Incidents

Aside from the incident reports under standard reports, as an Administrator you can also run a more detailed report on filed incidents using the Ad-hoc reporting tool.

  • To create a customized report on incidents filed in TribeHR, go to Reports and click on Ad-Hoc Reports section. Here you will find saved ad-hoc reports (if any).
  • To create a new report, click New Report.

  • From the drop down menu, select which record you wish to pull the report from. For a report on incident reports, select Incident Report from the Record field drop down.
  • Click Continue to move to the next screen.

  • In the Choose Your Content section, click on the fields you wish to view in the report, For the Report on Incidents Filed in TribeHR, the most useful columns are:
    • Incident Report > Name
    • Incident Report > Gender
    • Incident Report > Health Care Provider Name
    • Incident Report > Case Number
    • Incident Report > Incident Date
    • Incident Report > Incident Description
    • Incident Report > Injury Description
    • Incident Report > Injury Responsibility
    • Incident Report > Case Classification
    • Incident Report > Days Away
    • Incident Report > Incident Result
    • User > Username

  • In the Filter Section, you can filter the results of your report depending on the parameters you select. For example, if you want to run a report on the incidents resulting to more than 1 day away from work, add the following filter: Field: Incident Report > Days Away, Operator: greater than and Value: 1.
  • Click on Add a New Filter, to create a new filter.
  • Click Next Step to move to the next section.

  • In the Sort Results section, select the columns you wish to sort the report by.
  • Click Next Step to move to the next section.

  • In the Choose Output section, create a Report Name, select the check box if you want a line to display the total number of records, select the Output Format (Excel or HTML) and Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report. If you need to edit anything further you can use the previous step button or click on the sections and edit your report.
  • Once you are satisfied with the report you have created, click on Save Report. This will save it to your Ad-hocs library so you can access it in the future.

  • The saved report will be added to your Reports library which you can access anytime by navigating to the Ad-hoc reports screen.
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also edit or delete this report.

Still have questions about creating a customized Incident Report in TribeHR? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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