NC4: Risk Center - Running a Report - Historical Reporting

At any time throughout the process of adding or removing search criteria, you can use the buttons at the bottom of the Content Panel, as shown in Figure 9, to:

• Go Back to the previous screen, to further refine the information on the prior page.
• Refresh the data that the system is compiling for the report. For example, if you have refined the criteria by adding keywords, or specifying Severity, Category, incident Type, Quality and Sources, you may use the Refresh button to see how it is affecting the total number of incidents that fit your refined criteria.
• Clicking the Data Export or Google Earth button will initiate the report to be compiled and run.

If the report is small, the system will immediately run the report and provide the file. However, if the report is large, the system will notify you that the report may take several minutes to run and will prompt you to ask if you would like to continue. Clicking the OK button will initiate the running of the report, and an email notification will be sent to you when the report is ready for downloading.

Figure 9 – Export data options for running reports 

• To download your report, select the Historical Reporting Downloads tab and then click the icon shown in the Download column, next to the file you wish to download, as shown in Figure 10.

Figure 10 – Downloading reports 

• Clicking the Report button will display the Report Display Options page, as shown in Figure 11.

Figure 11 – Selecting display options for report

Selecting Display Options for the Report

You can affect how the incident data appears on the report by selecting from the options shown in Figure 11:

• Standard Content – includes the incident date, severity, category, type, country, city and state information.
• Custom Content – in addition to the Standard Content shown on the report, Custom Content allows you to add two additional incident attributes to your report. One attribute can be selected as Column A, and one as Column B. You may choose from Quality, Source, Street, County, State/Province, Postal Code or Latitude/Longitude, as shown in Figure 12.
• Charts Only – provides the first page summary from the summary report.

Figure 12 – Custom Content display options 

• Summary Report – includes a list of all the incidents that fit the specified criteria, in addition to a graphical Bar Chart and Pie Chart representation of the incidents. When used in combination with the Custom Content option, you may specify an incident attribute for the Bar Chart and/or Pie Chart, as shown in Figure 13. If you do not specify the incident attribute, the system default is Severity for the Bar Chart and Category for the Pie Chart.
• Detail Report – includes a synopsis and brief description of each of the incidents that fit the specified criteria.

Figure 13 – Summary or Detail Report option

• Group By – allows you to group the incident data by a specific incident attribute, as shown in Figure 14. You may also specify multiple grouping arrangements. After specifying the first Group By, the system will automatically present another Group By field for you to use if needed.
• Order By – allows you to display the incident data in the report in either ascending or descending order.

Figure 14 – Group By option

When you have completed your selections, click the View Report button to view the report on screen, as shown in Figure 15.

Reports that contain large amounts of incident data may take several minutes for the system to generate. The system will notify you that the report may take several minutes to run and will prompt you to ask if you would like to continue. Clicking the OK button will initiate the running of the report, and an email notification will be sent to you when the report is ready for downloading.