Manage reports

In the dashboard, managers keep track of all incoming reports. Here you can filter reports, review them, change their status, convert incidents into tasks and export reports.

Filter and sort

The report list offers filter chips for the three status categories:

Filter	Colour	Description
New	Red	Reports not yet reviewed
Seen	Orange	Already reviewed but not yet completed reports
Done	Green	Completed reports

You can show or hide individual categories using the eye icon next to each status. Change the sort order of the list using the sort icon at the top right.

Tip

Hide completed reports to focus on open incidents.

Change status

1. Open report

   Click on a report in the list to open the detail view.

2. Review report

   Check the basic data, the location on the map and the uploaded images.

3. Update status

   Change the status of the report — for example from New to Seen when you have taken note of the incident, or to Done when the incident has been resolved.

Convert to task

If a reported incident requires follow-up work, you can convert the report directly into a task. There are two ways:

From the detail view

1. Open report

   Click on the report in the list.

2. Convert

   Click Convert to task at the top right. The task creation form opens with pre-filled data from the report.

3. Complete task

   Supplement the task with task type, employees, period and other details. Save the task.

From the list view

Click directly on Create task in the report row. The task creation form also opens with pre-filled data.

Export

Via the Export button at the top right you can export the report list:

Format	Description
PDF	Formatted report — suitable for documentation and sharing
CSV	Table format — suitable for further processing in Excel or other tools

Delete

Caution

Deleting a report is irreversible. Deleted reports cannot be restored.

Open the report in the detail view and click Delete. Confirm the action in the dialog.

Related pages

Reports — Fields & status Status lifecycle and detail view

Create report Create reports in the dashboard and app

Tasks — Overview Manage converted reports as tasks

Create a task Details on the task creation form