Can I ignore a project for reporting purpose?

Modified on Tue, 6 Oct at 6:42 PM

How do I filter and export a dashboard report?

Including or excluding specific registers and locations from a dashboard, then exporting the filtered view

The short answer

Yes. You can include or exclude specific registers, locations, or projects from a dashboard by applying filters. Both the on-screen metrics and any report you export then show only the filtered data, and the exported report records which filters were applied. Filters can be applied to a single widget or to the entire dashboard, and you can reset them at any time to return to the full organisation-wide view.

Key point: A filter affects both the dashboard metrics and the exported report. If a report looks incomplete, check whether a filter is still active. Filters change what is shown only; they never change or delete the underlying records.

How to filter and export a dashboard

Applying filters for reporting

Open the relevant dashboard, for example the Incident Dashboard.
Click the Filters button in the top-right corner of the screen.
In the filter panel, select the Register or Location you want to include or exclude. You can select one or several (for example Project A, Project B, Operations).
Once the filters are applied, the dashboard widgets update automatically to reflect only the filtered data.

An Incident Dashboard with register filters applied, showing widgets such as Total Incidents and Open Incidents updated to reflect only the filtered data.

The dashboard widgets update automatically once filters are applied.

Exporting the filtered dashboard

With the filters applied, download the dashboard as a report. The report contains only the data relevant to the filters you selected.
Check the Filters section at the top of the report, which lists every filter that was applied. For example: Filter: Register (Rolled Up); Value: Project A; Applies to: Impact Assessment, Incident, Action. This provides a clear record that the report data has been filtered.