Setting Up a Customized Excel Extract for Activity or Incident Reports – GuardTek Help Center

In this article we will go over how to set up a customized Excel extract for Activity and or Incident reports.

How to Setup a Customized Excel Extract for Activity or Incident Reports

To setup a customized excel extract for activity or incident reports:

1. Log onto the GuardTek Web portal as an Admin or Supervisor.

2. Hover over the Reporting Tool module and click on the Export to Excel option in the drop down menu.

3. Click the green plus icon of the Sites column. This will populate the Posts for that Site.

Click the green plus icon of the Post. This will populate the Selected Posts for that Post.

4. Click the Reports option in the far left column.

Click the green plus icon of the Categories column. This will populate the Reports for that Category.

Click the green plus icon of the Reports. This will populate the Selected Reports for that Post.

5. Click the Columns option in the far left column.

By default, system adds Post, Start Date and Officer Name columns to start with.

You can click the green plus icon to Add Standard Columns or to Add Custom Columns.

Add Standard Column

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.

Add Custom Column

Data pertaining to the report template queries.

NOTE: 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.

Once you click the green plus icon it automatically adds a new column at end of the row.

NOTE: If you have multiple rows you may need to scroll down to view them all.

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.

6. Click the Overview option in the far left column.

7. Click the green Save button at the upper right hand corner.

8. In the pop up window name the Report and then click the green Enter button at the lower right hand corner of the window.

The report template will now be retrievable at any time by selecting the green Open Report button at the upper right hand corner of the page.

To run a customized Excel activity or incident Report:

1. Log onto the GuardTek Web portal as an Admin or Supervisor.

2. Hover over the Reporting Tool module and click on the Export to Excel option in the drop down menu.

3. Click the green Open Report button at the upper right hand corner of the page.

4. Click the Report Name you want to run.

5. Click the Overview (1) option in the far left column.

6. Set your Start Date and End Date by clicking on calendar icon. Click the green Run (2) button in the middle of the page.

7. To extract click on the green Excel Icon (3) on the right hand side of the page.

NOTE: All GuardTek Excel files are on a CSV format.