Once you have built a Report using the Report Builder you can add additional columns to the report results table to show the exact information you need to capture.
Any information that has been submitted as part of a form, e.g. when reporting a new incident, can be pulled out into the report.
Adding a preset column
There are a number of preset columns that you can choose from and add to your report.
Select the three line menu icon from the right hand corner of your results table.
This will then reveal a list of available options for you to select. Simply select or deselect to add or remove columns and the results table will automatically update:
Adding Other Additional Columns (From Forms/Workflows)
In addition to the preset columns available, you can also add other additional columns, specific to your events.
To add a column, select Add additional fields to results button above the results table:
Event Reports
If your report is an Event Report, upon clicking Add additional fields to results you will be presented with the option to pull through either Form data or Workflow data:
Which should you select? Form or Workflow?
If the information you would like to pull into the report is information from the first form that the user fills in when reporting an event (as per the event screenshot below)...
...select Form from the Additional columns list.
You can then choose which form you want to pull the information from. The forms listed here will be specific to your organisation's events. In the example event shown above, the form that the user filled in when reporting the event was called "Incident Details", so this is the form we select from the Additional Columns list.
Finally, choose which field from your selected form you wish to add into your results table. This list will show every field that is requested on your form:
Click Add column to add the selected column to your report and the results table will update automatically.
Which should you select? Form or Workflow?
If the information you would like to pull into the report is information from the various resulting workflow steps (as per the event screenshot below)...
... then select Workflow from the Additional Columns list.
You can then choose which workflow step you want to pull the information from. The options listed here will be specific to your organisation's events. In the example event shown above, one of the steps is called "Remedial Actions", we can select this from the Additional Columns list.
Finally, choose which field from your selected workflow step you wish to add into your results table. This list will show every field that is requested on your selected step:
Click Add column to add the selected column to your report and the results table will update automatically.
