Who is this article for?

Client Administrators

Within this article you will learn how to use the two unique reports in the Accident Management System - the Query Analyser and the Report Designer. 

This article is only relevant for Clients who have access to the Accident Management System.  If you feel you would benefit from this system, please contact your Account Manager 

You can either walk through the steps in sequence or you can jump to the section that is relevant to you:

1. Query Analyser 
2. Report Designer

1. Query Analyser

This report has several fields that you can populate:

• Incident type - the type of incident you wish to run a report one 
• Reported by - the user that created the incident on Ideagen Workplace Training
• Allocated to - who the incident has been allocated to on the system to investigate  
• Status - the current status of the incident on the system
• Date reported - Date the incident was reported
• Date confirmed - the date this was confirmed on the system and allocated to a user to investigate.

Once you select Run Report this pulls up the data on the report, there is also the option to Export to Excel once the report has generated.

There will also be the option to click on the I.D to view the whole incident in details.  

The Investigation Details will include I.D, Type, Created, Affected Person, Reported By, Allocated To and Status

2. Report Designer

The Report Designer allows you to create specific reports for the Accident Management by Incident Type.  There is also the option to filter by Status and/or Date reported, if required.

You will then be presented with the Data Items where you can select which columns to show on the report. Listed will be all the questions in the selected question set. 

Simply click the add/remove buttons to select or deselect items of data to show on the report, then click Run Report. 

The columns will be added to the report in the same order they are selected below. You also have the option to select all data items as well.

Once you have run the report this will export into an Excel Formal immediately.