Getting Started With Reporting

Summary

This article contains information on how to get started with Coruson Reporting, how to navigate around the key areas, and how to view and search for reports

Solution

Your company has chosen Coruson to be the Quality Management System for your business. Coruson Reporting allows you to record and manage any incidents that might affect your organisation.  For example, accidents, security breaches, or audit findings.  Through Forms and Workflows in the Reporting module, you can define who must do what to manage the incident.

Forms are used to report an incident.  A user would complete a blank Form containing a series of fields.  Once you submit the Form, it will be managed as a Report. Therefore a Form is a blank template used to report incidents, but each resulting report will be different.  Users can complete and submit reports based on these forms.

The Report can then be reviewed by the report owner who can assign stages and tasks to people.  While stages and tasks are being completed, the report owner must also evaluate the Form.  This will include adding classification or performing risk assessments.  Reports can be viewed and analysed to prevent future reoccurrence and identify areas of improvement.

This article includes:

• Reporting Overview
• Report Status
• Report Type
• Reporting Users
• Raise a New Report
• Search for Reports
• Order Lists of Reports
• Save Filters

Reporting Overview

To access the Reporting

1. Login to Coruson.
2. Select [Reporting] from the navigation panel.
3. Depending on your permissions, the below will appear
   
4. This is the main Reporting screen. The list shows Reports, not Forms.

Report Status

A report status can be Draft, New, Open or Closed.  Use the [Status] column to view the report status type to be displayed

Report Type

The report type is the main category for sorting reports.  The list is not hierarchical.  Each report is classified by type.  For example; Accident at Work, Air Safety Report, Expense Claim Form etc.

Reporting Users

There are three main types of users in Reports

Report Actions

From the main Reporting screen, you can open a Report by clicking on its number. For more options, click the menu icon to the right of the report number

• [View]  Will open the report to view the report details, workflow, evaluation, history and map tabs.
• [Print Report]  Will open a print view of the report.  The printed report will note the Owner, Raised Date, Raised By and Report Summary.
• [Categories]  Report categories can have a title, description and colour. For example red, amber and green.  Reports can be further classified using categories.
• [Delete Report} Deleting the report will remove it entirely.  This cannot be reversed and should only be used for reports created in error.

Raise a New Report

Depending on your access permissions, you can raise a Report by clicking the add icon 
at the top right of the screen.  This will open the Form to be used to report the incident or occurrence. All Forms available to you will be shown

If you do not see the Form you need to raise, either you do not have permission to view or raise the Form or the Form has not been created.  It is not possible to create Forms from this area.  Forms can only be created through the Administration Reporting area.  Again, you will need access permissions to create new Forms. To learn more about creating Forms, see the knowledge base article Creating a New Reporting Form

Search for Reports

The search box is located at the top right of the main Reporting screen

From within the Search box, start typing any part of the report title or number. Coruson will automatically display all matching reports below.

To perform a search on reports using the columns, click on the column name and select a value from the drop down list;

Click on the cross to remove any filters no longer required.

Order Lists of Reports

Click any column heading chevron to sort the report list into ascending or descending order

Click the [Columns] field to add or remove columns from the view.

To sort on more than one column, for example [Number] then [Owner]; click the [Number] heading, then click the [Owner] heading.   Only ascending and descending order is available.

Change the display order of columns by clicking on the column heading and "Drag and Drop" the column to the preferred location.

Save Filters

The searches you use often, or filters that are based on other reporting fields can be saved for reuse.  To create and save filters, see knowledge base article Create Filters for Searching