The All Incidents - Excel Document report type allows you to export all records of just one type, a multiple selection of different types, or all incident types. These types include:
Incident Overview.
Accident Statistics - RIDDOR.
Accident Statistics - All.
Government Agency Visit.
Positive Interventions.
Quality Incident.
Near-miss.
Environmental.
RIDDOR Details.
Information Security.
Export CSV File.
All Incidents - Excel Document.
Navigating to Incident Reports
To begin, click Reports to the left of your screen:
And then click Incidents:
Now, you can select which Business Unit, Location, Region and dates between which you wish to data to be exported (1). Then, click the Report Type drop-down menu (2) and select All Incidents - Excel Document. Once you've chosen the right settings for your export, click Search (3):
Selecting Incident Types
Once you have chosen your Search Parameters, you will be presented with the Chart Exporting screen. This allows you to select the incident types you want to export:
To nominate an incident for your export document, just click the tick box to its left. Continue to do this until all incident types have been selected:
Lastly, click the Export button to export the selected incident types to an Excel spreadsheet file.
An xlsx Excel spreadsheet file will be generated containing the results matching your search criteria, and will be sent to your computer/device to be downloaded.
In the example below, the Google Chrome browser will download the file automatically and it will appear at the bottom of the web browser screen.
The file that downloads will have the name Incidents Export, followed by the date and time it was exported. In the example above, the file name would be something like Incidents Export 2018-10-15 14_57_12.xlsx
Open the file that was downloaded to see the exported spreadsheet file in your default spreadsheet application.
If you exported more than one incident type, the records of each type are exported to their own tab in the excel spreadsheet document. See below:
Ray's Advice - You can now format your spreadsheet by adding colour etc. One handy way of adjusting the columns of the spreadsheet to auto adjust to the longest text field in a column is to double click between two columns.
For example, to auto adjust the width of the Incident_Date column, double-click the line between column G and column H. The column width will auto adjust to the cell with the most text. See below: