NC4: Risk Center - Creating Reports - Historical Reporting

The Historical Reporting and Analysis option is located within the Analysis section of the Navigation Panel.

Step 1: Specify time period

Specify the time period for incidents you want included in the report, as shown in Figure 1, by either:

• Selecting a pre-defined Period from the drop-down picklist (last 30 days, last 60 days, last 90 days, year-to-date, last year) or,
• Specifying the exact Start and End dates, including the time of day. Click the calendar icon to select the date and time. If you prefer to type directly into the field, the following format must be observed: yyyy-mm-dd[space][military time][space]PDT, i.e. 2013-01-05 01:00 PDT.
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Report data will be based on the date on which the incident(s) occurred and not on the date that the alert(s) where issued.   NC4 incident data is refreshed every six hours, beginning at approximately 6:30am Pacific time.

Figure 1 – Specify time period for incidents to be included 

Step 2: Specify locations

The geo-location feature is consistent throughout NC4 Risk Center. The instructions for geo-locating locations found in Section 7 of the main NC4 Risk Center User Guide. You may choose to Locate By Address, Locate By Map, or by Geographic Area. Location information must be entered for the system to generate a report. You may choose to enter the location information as shown in step 2 or in step 3, or both.

1. Specify the location(s) for incidents you want included in the report, as shown in Figure 2, by either geo-locating by address or by map.
2. Click the Geo Locate button.
3. Select the Distance of the incident to the selected location, in miles.
   
   
   Figure 2 – Specify location(s) of incidents to be included
4. To include multiple locations in the report, click the Add Location to Group link. Make sure to click the Geo Locate button for each location entered. As locations are added to the report, the system will display the Total number of locations that have been added to the Query Group.
5. To view and edit the locations that have been added to the Query Group, click the # Locations link (where # indicates how many locations have been added to the Query Group). The Edit Locations window will display, as shown in Figure 3. You may delete locations by clicking the delete icon in the left most column.

Figure 3 – Include multiple locations in report
 

Step 3: Specify locations by specific geographic area

If you prefer, you may specify a geographic area for your search, as shown in Figure 4.

If you choose to enter location information in both steps 2 and 3, your report will contain data generated by each.

• Using the drop-down picklists, make selections from the Region, Country, State and/or County fields. You may also enter a City or Postal Code by typing directly into the field.

Figure 4 – Specify location by geographic area

Step 4: Select content channel

If your organization has the optional NC4 Global Insights option, you will be provided with two content channel options, as shown in Figure 5. NC4 Real-time Incidents is the default selection.

For more information about Global Insights, please contact your NC4 account manager.

Figure 5 – Select content channel

1. Once steps 1-4 are completed, click Next to continue to the next screen. At any time, you can click the Clear button to clear the information entered in steps 1-4, and begin again.
2. Upon clicking Next, the system will run a preliminary search for incidents that meet the criteria you specified in steps 1-4. The total number of incidents will be displayed at the top of the Content Panel, as shown in Figure 6.
3. You may change the time Period or Distance to further affect the results. If you choose to change one of these parameters, click the Refresh button to display the new number of incidents that meet the revised criteria.
4. Once you are satisfied with the number of incidents that will be included in the report, you can then filter the results, as described in the next section on Filtering.

Figure 6 – Refining criteria

Step 5: Filtering

There are several filters that can be applied to the incidents, including Severity, Category and incident Type, as shown in Figure 6. Selecting items from the left box and moving them into the right box utilizes the same mechanisms as used elsewhere in the NC4 Risk Center solution. Refer to the main NC4 Risk Center User Guide for instructions.

Only standard NIMC Incident Types can be selected. To include all Incident Types, including all custom Types, leave the Selected box empty.

Figure 7 – Refining criteria using Incident Filters and additional attributes

Step 6: Additional filters

In addition to the aforementioned filters, clicking the Other Attributes button, as shown in Figure 7, will add filters for Quality and Source, as well as a Status drop-down picklist for selecting either Open or Closed incidents.

Step 7: Keywords

If you want to restrict the incidents in your report to only those that contain a specific keyword or phrase, you may enter the word(s) in the field as shown in Figure 8. Incidents containing the keyword or phrase either in the synopsis, description or incident type will be included in the report.

The keyword query uses single-string matching. Multiple words – such as a phrase – may be entered, but the search will only match items that have the string of words in the phrase exactly as entered.

Figure 8 – Using keywords to filter further