Reporting

How to use the Global Filter: Report by Date, Facility, Category
The Global Filter is located at the top of each page of your EHS-Dashboard™ and sets the date range and document filter for the data visualized on each page...
Fri, 23 Aug, 2019 at 9:42 AM
How to use the Table Calculator
Every table in the EHS-Dashboard™ is capable of totaling raw data from the table.  To do this, just use the Calculator feature: 1. Navigate to any d...
Thu, 21 May, 2020 at 11:21 AM
How to Modify Columns on a Reporting Table
Create Table Views by using the table controls to modify the columns of data available in your report.  1. To access the Table Customizer, click the cog...
Thu, 21 May, 2020 at 1:41 PM
How to Remove a Report from Date Scoping
The Global Filter determines what data is is on view across every EHS-Dashboard™ report. However, there may be certain reports that you wish to remain in vi...
Thu, 21 May, 2020 at 1:55 PM
How to Customize the "Hazards" & "Related" tabs of any Report or Calendar Item Record
It is possible to customize the default columns visible in the Hazards / Related tabs of any Report or Calendar Item record. This is useful to customize and...
Thu, 21 May, 2020 at 2:20 PM
How to Create Saved Reports
You can save custom column configurations on Reporting tables so you can easily access different Reports without having to rebuild them.  Follow these s...
Thu, 21 May, 2020 at 2:50 PM
How to Review History for a Record
It is possible to track changes made to a record overtime. You can view when the record has been updated and also select a date to view what data was includ...
Fri, 23 Aug, 2019 at 10:13 AM
How to Manage Filters on a Reporting table.
1. To access the filter management tools - navigate to any table within the app and click the "filter" icon within the top left section of the tab...
Mon, 1 Jun, 2020 at 1:19 PM