How Do I Perform a Basic Search for Incident Reports?

In this lesson, you will learn how to do a "basic" search for incident reports. This can be useful if you do not wish to perform an advanced search, but would  simply like to view all reports for a given time period.

When you first visit the incidents sub-tab, you will see a few basic search functions. In this example, we will start by looking for the "Last 7 Days" of incident reports that were uploaded to the system.

To start our search, you will need to specify a date or date range. This will allow you to view all reports within your selected date or date range.

When you click on the "From" field, you will have multiple options to select from:

  • Today: Display all data that is relevant for today's current date.
  • Last 7 Days: Display all data for the last seven (7) days worth of data.
  • Month to Date: Display all data for the current month (to current date).
  • Year to Date: Display all data for the current year (to current date).
  • The Previous Month: Display all the data for the entire previous month.
  • Date Range: This option will display a calendar and allow you to be selective of a date range. Simply select a "Start Date" and an "End Date" then click "Done."

In our example, we will start by selecting the "Last 7 Days."

Once you have selected your desired date or date range, simply press the "SEARCH" button to perform your desired search.

Your results will then be presented to you in multiple fashions.

  1. A "cover flow" style of reports. You can navigate the incident reports by simply clicking on your desired report, or scroll to the left/right using the arrows located on either side of this section.
  2. An excel style list. This will list all your reports that have returned from your search criteria in an excel style report. You can scroll this window (left/right) to view all the "raw" data.
  3. Sometimes your search criteria will display many results. In this example, we can see that there are more pages of reports that have met our search criteria. Clicking on any of these other "page" buttons will then show you the other incident reports that did not fit on one page.
  4. If you would like, you have the ability to export your search results to an excel (XLS) spreadsheet. This spreadsheet will contain the "raw" data that is contained within each incident report.