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Basic Reports
V2.1 Guide
Introduction
This information guide will assist the user with using Basic Reports on Safety 360 Elite.
To use Basic Reports on the system, the following must be in place:
- Employee created on system
- Employee have user access to system
- User must have Report Controller HSE Role activated
This guide will go through the following options:
- Basic Reports
- Report Types
Basic Reports
On the left navigation pane of Safety 360 Elite, you will find the Reports portal as shown below.
Reports BASIC vs ADVANCED
There are 2 Types of Reports on Safety 360 Elite, Basic and Advanced. The biggest difference is the subject. Basic Reports only have 1 data source at a time, Advanced Reports can have multiple data sources.
Basic Reports are feature specific and can be used to obtain data from that feature.
How many checklists completed? How many Checklists in Region1 vs Region2? What was the average score per Checklist? How many NCRs did Checklists raise? These are all questions relating to single data source…Checklists, and we can use the Checklist Basic Report to obtain the answers.
We will now explore each type of Data Source available.
Types of Reports
Safety 360 Elite Basic Reports offers a range of different subjects to report on. These Reports will bring back data relating to subject and applicable Filters. The following are types of Basic Report Subjects on the system
Checklist Reports
Checklist Reports allows you to pull stats and data on ALL aspects of Checklists. These fall into 2 main Categories: Completed VS Incomplete. Only Completed Checklists have Duration and NCR data as those are only calculated on finalisation.
Checklist Reports - Dashboard
Once you have selected the Type of Checklist Report you wish to run, you will be taken to Report Dashboard where you can apply Filters to find specific data.
Checklist Report Dashboard layout explained below.
*CSV files extracted from Safety 360 Elite can be directly uploaded in Microsoft Power BI for big data visualisation.
Checklist Reports - Filters
Please note that Filters are set by default to look for everything. Users need to adjust filters if they are looking for specific data.
Once you have applied your Filters, click Search to find your data.
Checklist Reports - Data
For an example, I have run the Checklist Score Report, with no custom filters. My Report Dashboard will look like this:
The Data Set will have:
(1) A Heading where all instances containing files, in our example below the Heading is a Checklist name.
(2) Next, we have the values, this shows min/max/average/count/sum.
(3) Each Instance will have line item showing individual score.
(4) The date and time the instance was captured.
(5) The user that logged the instance.
Values:
There is only 1 instance in example, and its score is 100 (3), this means the minimum of all instances is 100, the maximum of all instances is 100, the average of all instances is 100, the count is 1 (only 1 instance) and the sum of all instances’ scores is 100.
The Data Set will have a Heading (1) where all instances will be files in, in our example below the Heading is a Checklist name. Next, we have the values (2), this shows min/max/average/count/sum. Each Instance will have line item showing individual score (3), the date and time the instance was captured (4), the user that logged the instance (5).
Values:
There is only 1 instance in example, and its score is 100 (3), this means the minimum of all instances is 100, the maximum of all instances is 100, the average of all instances is 100, the count is 1 (only 1 instance) and the sum of all instances’ scores is 100
Checklist Reports – CSV Data
The Report Dashboard will show you all Data sets. You can export these into CSV. Running a Checklist Score Report will show the Data sets on Dashboard like this:
If we extract them into CSV, they will look like this:
Safety File Reports
Here you will find the following options.
Safety File Reports - Dashboard
Once you have selected the Type of Safety File Report you wish to run, you will be taken to the Report Dashboard where you can apply Filters (1) to find specific data. Once you have customized the filters, click Search (2) to find Data. You can clear your Filters (3) to start over. Data can be downloaded in PDF (4) or CSV (5).
Enable this to only search for Safety Files that are linked to Projects (6) or filter Old/New first (7)
Safety File Reports - Data
The Data Set will have a Heading (1) where all instances will be files in, in our example below the Heading is a File name. Next, we have the values (2), this shows min/max/average/count/sum. Each Instance will have line item showing individual score (3), the date and time the instance was captured (4), the user that logged the instance (5).
Safety File Reports – CSV Data
Exporting Safety File Report data in CSV will look like this:
Risk Assessment Reports
Here you will find the following options.
Risk Reports - Dashboard
Once you have selected the Type of Risk Report you wish to run, you will be taken to Report Dashboard where you can apply Filters (1) to find specific data. Once you have customized filters, click Search (2) to find Data. You can clear your Filters (3) to start over.
Data can be downloaded in PDF (4) or CSV (5). You can enable Linked To Projects to search only Risk Assessments created for Projects (6).
Enable this to only search for New Hazards (7), excluding all Tasks copied from Baseline. Filter Old/New (8)
Risk Reports – Dashboard – Project Risk/New Risk
Under Risk Reporting Filters you have the options to enable “Linked To Projects” (6) and “Only New Hazards” (7).
Linked To Project:
This will show you ONLY Risk Assessments/Tasks/Hazards/Risks that have been linked to Projects, or created as Project Type Risk Assessments. This will exclude all Safety Files not linked to Projects
Only New Hazards:
When conducting Daily/Project Risk Assessments, users select know Tasks from a Baseline Risk Assessment. These are known Risks. When the users clicks + and adds something new (add new Task/Hazard/Risk/Controls) the system flags this as a New Hazard, something that was not known.
Risk Reports – Data
The Data Set will have a Heading (1) where all instances will be files in, in our example below the Heading is a Username. Next, we have the values (2), this shows min/max/average/count/sum. Each Instance will have line item showing individual score (3), the date, time and user of the instance (4), the Project linked to instance (5).
The example above was based on Risk Assessment User Report. In this case:
1 = The user, the person that conducted a Risk Assessment
2 = Counts on number of Hazards raised
3 = The amount of hazards identified per Risk Assessment
4 = Date and Time Risk Assessment was completed and approved
5 = The Project linked to the Risk Assessment
Incident Reports
Here you will find the following options.
Incident Reports - Filters
Incident Reports contain more Filters to ensure you can find the Data you are looking for.
Incident Reports - Data
The Data Set will have a Heading (1) where all instances will be files in, in our example below the Heading is Incident Number. Next, we have the values (2), this shows min/max/average/count/sum. Each Instance will have line item showing individual score (3), the date, time and user of the instance (4), the Project linked to instance (5).
ALL THE OTHER REPORTS WILL HAVE THE SAME TYPE STRUCTURE
File Reports
Here you will find the following options.
Task Reports
Here you will find the following options.
Employee Reports
Here you will find the following options.
Inventory Reports
Here you will find the following options.
Non-Conformance Reports
Here you will find the following options.
Journey Management Plan Reports
Here you will find the following options.
Meeting Reports
Here you will find the following options.
Screening Reports
Here you will find the following options.
Project Reports
Here you will find the following options.
Site Reports
Here you will find the following options.
Forms Reports
Here you will find the following options.
Conclusion
Basic Reports allows you to pull data from specific features and use them in real time.
Real time Reporting data empowers real time decision making
- Track Compliance
- Monitor Expiry