Trending Reports

Run a Trending Report | Create a Trending Report | Edit a Trending Report

Incident Track includes several customizable trending reports in which you can view incident data in both a visual format and a downloadable Excel file. You can create additional trending reports in your account, also.

Run a Trending Report

1. Select Incident Track from the Applications menu in the platform navigation bar
2. Select Trending from the Incident Track navigation bar
3. Click the Run icon next to the desired report
4. If applicable, select a Date Range and Time Span for the report and click Run
5. If desired, click Print to send the image to the print queue
6. If desired, click Export Data to download a spreadsheet of the report data

Create a Trending Report

1. Select Incident Track from the Applications menu in the platform navigation bar
2. Select Trending from the Incident Track navigation bar
3. Click the New button in the upper-right
4. Select the desired visual style for the report graph
5. General tab:
   1. Required fields are bordered in gold
   2. Range: Set a date range for the report
   3. Time: Filter incidents by the time of day that they occurred
   4. Run using this date/time range: Save the Range & Time fields as default filters for the report
   5. Click Next to progress to the Data tab
6. Data tab:
   1. Click the New button to add a data parameter to the report
      1. Section: Select a data category to expose Field
      2. Field: choose a data type
      3. Color & Style: choose how this data will appear on the graph
      4. Click Save & Close when finished
   2. Click Next to progress to the Sites tab
7. Sites tab:
   1. Click the New button to include a site in the report
      1. Select a Site to expose the Departments/Locations filter
      2. If desired, select Departments and Locations by which to filter the report
      3. Click Save & Close when finished
   2. Click Next to progress to the Root Causes tab
8. Root Causes tab:
   1. Click the New button to filter the report by a root cause
      1. Select a Category to expose the Cause field
      2. Select the desired Cause from the list
      3. Click Save & Close when finished
   2. Click Next to progress to the At-Risk Behaviors tab
9. At-Risk Behaviors & At-Risk Conditions tabs:
   1. Click the icon in the Unselected Filters column to filter the report by that behavior or condition
   2. Click the icon in the Selected Filters column to remove a filter
   3. Click Next to progress to the final tab
   4. If desired, click Preview to run the report before saving
   5. Click Save & Close when finished

Edit a Trending Report

1. Select Incident Track from the Applications menu in the platform navigation bar
2. Select Trending from the Incident Track navigation bar
3. Click the Name of the desired trending report
4. Follow the same steps as creating a report to edit an existing report

Trending reports can be archived or deleted using these instructions.

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