The Reports section in D4H allows you to create custom reports with dropdowns and keywords to filter your data. There are built in monthly and annual reports, phone-lists and attendance sheets. Both PDF and Spreadsheet exports are available for each report.

Monthly Reports

These are built in reports that give you a breakdown of all your data for that specific month. Once you run the report, you will get a PDF which you can download or print.

Annual Reports

These are built in reports that give you a breakdown of all your data for that year. There is a mix of annual and quarterly reports. Once you run the report, you will get a PDF which you can download or print.

Custom Reports

You are able to create your own reports with custom queries. They can be saved so that they can easily be re-run in the future.

To create a custom report, go to [Intelligence] and select [Reports]:

Click [Create New Report]
Select the type of report you wish to create from the drop down menu
Fill in the applicable information then select [Run Report]

Note: if you have created custom fields in your account, these will appear in the custom report area where you can select what you want returned in the report.

Once a report has been run you can choose to export the information by selecting [Download as Spreadsheet]
To save the custom report for future use click [Save Custom Report] at the bottom of the screen

Report Title	Product Data Source
All Activities	Incident Reporting, Personnel & Training
Attendance	Personnel & Training
Exercises	Personnel & Training
Events	Personnel & Training
Incidents	Incident Reporting
Members	Personnel & Training
Persons Involved	Incident Reporting
Personnel Costs	Personnel & Training
Resources	Incident Reporting, Personnel & Training
Shipping Report	Equipment Management
Inspection Results	Equipment Management
Vehicle Usage	Equipment Management
Equipment Repairs	Equipment Management

Saving Custom Reports

When saving a custom report, you must give it a title. If saving a report with date ranges, use the relative dates e.g. 'Within Last 30 Days' rather than absolute dates 'Jan 5th - Feb 4th'. This will save you having to update the dates every time you re-run the report.

Now that you have saved the report, you will be able to access the PDF by re-running the report.

Note: Member+ and above will be able to run a saved report at any time

Email Delivery

Custom reports that you have created can be set to automatically send email reports to multiple individuals at pre-set intervals.

Go to Intelligence -> Reports
Click into the custom report that has been created
Click [Update Details]
Set Email Delivery to Yes
Here you can specify how often you want to receive the email notification and you can add other recipients

API Delivery

Custom reports that you have created can be set to automatically send by webhook at pre-set intervals. Enter a URL and match the fields up to the variables you would like posted.