How to Generate Reports and Print Them
Learn how to generate reports in Kiri Align to keep track of the safety and compliance activities in your organization.
A report is a document that presents information in an organized format about specific metrics and for a specific purpose.
You can generate three types of reports in the Kiri Align platform:
- Completed Report
- Assignee Report
- Incomplete Report
Completed Report
In the ‘Completed Report’ tab of the ‘Report Center’, you can view all the completed checklists with the applied filters.
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Assignee Report
In the ‘Assignee Report’ tab of the report center, you can view details of checklists assigned to a particular user.
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Incomplete Report
In the ‘Incomplete Report’ tab of the ‘Report Center’, you can view all the incomplete checklists with the applied filters.
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How to Generate a Report and Print It
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As you can see in the screenshot above, you get four columns - Employee, equipment, start date and, end date.
Select the employees or equipment that you need to generate reports for.
Add filters as the start date and end date to get time-specific results.
Once you select the specific checklist types that you need, you’ll get a checklist dropdown. You can use it to select specific checklists for your report.
Select checkboxes - Induction, Service checks, Training, Operational procedures, Job safety analysis, Auditing, Pre-start, and Policy. These will help you narrow down the results in the report even further.
Click 'Search' to generate a report with the desired results.
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You can click on a particular list undertaken by the selected employee to view it in 'Answer View' and 'Table View' formats.
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In the next tab, you get the 'Table View', that is you can view the answers submitted by the selected employee in table format.
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On the top right corner of 'Table View' as well as 'Answer View,' you see a 'Print' button. Click on 'Print' to take a print of the list directly from the system.