Accessing Reports

How to navigate to the Reports Menu

Video Guide



Accessing Reports


Should you need to Export data, or when the time for an Inspection comes, your Inspector may simply want to see an Excel sheet that contains only the required fields.


To produce this Excel sheet, head to the Insights tab. There, you will see the following list of default Reports that are available:



Please Note: The "Single Central Record (with Central Team)" report will only appear for Trusts that have a Central Team SCR and will only be accessible for those with the relevant permissions.



Setting Favourite Reports


You can use the star icon to denote your favourite reports which will move them to the top of the list (this view will only save to your personal User account).