How to Set Up a Customized Excel Extract for Activity/Incident Reports

Prior to starting check what category was assigned to the activity/incident template you want to report on.

You can check this under Settings > Activity Templates

Go to Reporting > Excel Report

Any saved report templates are available under “Open Report”. To create a new one select option “New Report”.

STEP 1: SELECT YOUR SITE (S)

Click on the site name to open a menu of all posts under selected site.  

Click on   icon to add and   to remove. You can remove all post selections by clicking “Clear”.

STEP 2: SELECT YOUR REPORT

Select Reports > Activities Tab

Click on desired Category to open a choice menu of all reports saved under this category.

This where knowing the report category is handy! In this case I want the “Accident/ Injury Report” that is under category “Safety”.

Click on   icon to add and   to remove. You can remove all report selections by clicking “Clear”.

STEP 3: CUSTOMIZE YOUR REPORT

Select Columns > Activities Tab

By default, system adds a few columns to start with. There are two types of columns.

A) Standard columns: data automatically collected by the system such as Post, Start Date, Report Originator etc.

Standard columns are named automatically. You just need to click on the drop-down arrow to choose what data you want of the available list.

B) Custom columns: data pertaining to the report template queries. Please note that signatures and image canvas type of queries are not available to select. Photos or videos taken are not included on extract. 

First click on Edit to view drop down list of available lists of queries that you can select. Once selected you must rename the customs column.

NOTE: Paragraph type if queries are now available to extract. If you do not see this type of query on the list just contact your Customer Success Support contact or email support@trackforce.com to enable this option.

To add new columns, click on   to add a standard column or a custom column.

Once you click    it automatically adds a new column at end of the rows (if you have multiple rows you need to scroll to view it). 

To delete columns, click on the trash can icon available on top right corner of each column.

To move order of the columns, click on the arrow icons available on top right corner of each column. 

STEP 4: SAVE YOUR REPORT TEMPLATE

Select Overview > Activities Tab

Select Save button.

Name your report and select Enter.

You can now retrieve your report template at any time by selecting Open Report.

STEP 4: RUN YOUR REPORT 

Select Open Report.

Select your report from list.

Select Overview > Activities Tab

Set your Start and End Dates by clicking on calendar icon. Click Run button.

To extract click on the Excel Icon.

 NOTE: All GuardTek Excel files are on a CSV format. To convert to an Excel Workbook format, check this article "How to Convert CSV Excel Files (.csv) to Excel Workbook format (.xlsm)"