Creating Custom Reports
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
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
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.
Member+ and above will be able to run a saved report at any time
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
Last modified 3mo ago
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