How to view incident report on the Back-Office Dashboard?

Incident reports provide valuable insights into on-site activities and incidents. Guards can submit these reports in real time using the GuardsPro Mobile App, making them instantly accessible on the Back-Office Dashboard.

This feature enables back-office users to stay up to date by accessing incident reports as soon as they are submitted. With built-in tools, users can quickly review, comment on, edit, and approve multiple reports at once. Incident details can be easily shared with team members or clients via email, ensuring seamless communication.

It also helps maintain a well-structured digital record for compliance, audits, and future reference. The Saved Filter option further streamlines the process by eliminating the need to repeatedly apply the same search criteria.

With GuardsPro, managing incident reports is faster, more efficient, and exceptionally well-organized.

✅ Step-by-Step Guide to view incident report on the Back-Office dashboard. 

To view an incident report, navigate to the Reports tab from the main menu, then click on Incident Reports. You can either select a specific report to view or click View All to access the full list of submitted incident reports.


🔍 Filtering and Saving Reports Efficiently

Furthermore, you can use the Report Filter to narrow down incident reports based on specific criteria such as incident type, client, post site, guard, a defined date range, or the report/incident status. Simply select the relevant filters to generate a tailored list of incident reports.

To save time in the future, use the ‘Save Filter’ option to store your most frequently used filter settings. This allows you to quickly access filtered data without having to reapply the same criteria each time.

To view the details of an incident report, simply click on the specific entry. From there, you can review all report information, add comments or attachments, and make any necessary edits.

If needed, you can select and edit multiple reports at once. Once all required changes are made, click the ‘Pending’ button under the Status column to approve the report.

📤 Emailing or Exporting Incident Reports

For seamless sharing and record-keeping, you can easily email or export incident reports to clients or members of your security team.

• Email Report : Simply select the desired report to email then click on the three dots next to the Filters option, select "Email Report", choose the attachment type, enter the recipients’ email addresses, and click "Send".
  
  

• To export the report, click on the three dots next to Filters and select either "Export as PDF" or "Export as Excel" from the drop down and the report will be automatically downloaded to your system.

📝 Note: If you select more than 20 reports, the system will process the request and send you an email with a download link instead of downloading them instantly.

This is how simple it is to view incident reports in GuardsPro.

If you have any more questions, please feel free to contact our support team anytime.