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Reports & Analytics

Custom Reports

Build bespoke reports from any data with drag-and-drop report builder, charts, and scheduled distribution.

Overview

Standard reports serve common needs, but specialist requirements demand flexible reporting tools. The custom report builder enables creation of bespoke reports combining data from any module, with drag-and-drop simplicity requiring no technical skills.

Report designer enables selection of data fields, application of filters, grouping, sorting, and chart creation. Multiple visualisation types including tables, bar charts, pie charts, line graphs, and heatmaps present data effectively.

Saved reports become templates for future use, whilst scheduled distribution automates report generation and email delivery. Export formats including PDF, Excel, and CSV enable integration with other systems and further analysis.

Regulatory Compliance

  • • Management of Health and Safety at Work Regulations 1999 Regulation 5
  • • ISO 45001:2018 Clause 9.1 - Monitoring and measurement
  • • Various reporting requirements for specific regulations
Custom Reports Workflow1
Select data sources from available modules
2
Choose fields to include and apply filters
3
Add grouping, sorting, and chart visualisations
4
Save as template for future use
5
Schedule automated generation and distribution

Key Benefits

Create bespoke reports without technical skills or IT support

Combine data from multiple modules in single reports

Visual charts communicate complex data effectively

Saved templates enable report reuse

Scheduled distribution automates regular reporting

Multiple export formats support diverse use cases

Features & Capabilities

Drag-and-drop report builder with field selection

Filter, group, and sort capabilities

Chart creation (bar, pie, line, heatmap)

Multi-module data combination

Report templates for reuse

Scheduled distribution with email delivery

Export formats (PDF, Excel, CSV)

Embedded reports in dashboards

How It Works

1

Select data sources from available modules

2

Choose fields to include and apply filters

3

Add grouping, sorting, and chart visualisations

4

Save as template for future use

5

Schedule automated generation and distribution

Ready to Use Custom Reports?

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