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How To: Create Custom Templates for Post Action Reports

Admins can now create custom, clear documents with event details, pinned incidents, and status breakdowns for easy understanding.

Updated over 9 months ago

Once you log in and are on your Events Page, click the "Reporting Center" button on the event that you would like to set up Post Action Reports for.

Once you’re in the Reporting Center, click on the ‘Post Action Reports’ button (far right view button).

The Reporting Center has a default view to get you started. This General Incident Info displays data from the Events Details page. You can think of this beginning section as the header for a report you are creating.

If you decide to add additional metrics, the dropdown shown (below) will be the same for all the widgets covered later in this guide.

  • Incident Count by Status will display number of Incidents with selected Status

  • Incident Count by Type will display number of Incidents with selected Type

  • Incident Count by Priority will display number of Incidents with selected Priority

  • + Custom Field: Allows Free-Text in both Metric and Value Fields

If you want to start a new section from scratch, just click 'Add New Section.'


Quick Widgets

You can add a Quick Widget by clicking and dragging it to where you want it.

Pinned Incident Types

All Status Breakdown

Resolved Status Breakdown

Incident Priority Breakdown

Reminder!

All widgets have the ability to have additional metrics added to them by clicking on the +.

  • Incident Count by Status will display number of Incidents with selected Status

  • Incident Count by Type will display number of Incidents with selected Type

  • Incident Count by Priority will display number of Incidents with selected Priority

  • Custom Field: Allows Free-Text in both Metric and Value Fields


Save / Schedule

Save

Clicking “Save” will open a popup, where you can name the new report and view the widgets and information that will be displayed.

Schedule

Clicking on the Schedule button will open a different popup that allows you to specify the frequency at which this report will be distributed. Additionally, you have the option to add additional recipients to the email list.

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