Guides

Reports & export

A site-by-site rollup, one-click CSV extracts of eight datasets for Power BI or Excel, and the compliance-deadline .ics calendar feed.

The Reports & export page gives you a per-site scorecard and clean CSV downloads so you can slice the data in Excel or Power BI — no lock-in.

Read the per-site breakdown

  1. Open Reports & export.
  2. The per-site breakdown table lists each site with its recordables year-to-date, open and overdue CAPAs, and open audit findings. Overdue CAPAs are highlighted so problem sites stand out.

Export data to CSV

  • In Data export (CSV), click a button to download that dataset: Incidents, Corrective actions, Workplace exams, or the Audit log. Each opens in a new tab, ready to load into Excel or a BI tool.
  • The same export API serves four more datasets by direct URL (api/export/{dataset}.csv):
    • regulatory-permits — the permit registry with agency, number, effective/expiry dates and status.
    • worker-credentialsworker credentials with issuing authority, expiry, grace days and current state.
    • env-obligationsenvironmental permit obligations with due dates and open/overdue/complete status.
    • waste-containerswaste containers with accumulation dates, manifest number and overdue flag.
  • api/export/datasets returns the full list of the eight dataset names.

Subscribe to the deadline calendar (.ics)

Everything with a deadline — the same set shown on the compliance calendar — is also available as an iCalendar feed at /api/calendar/deadlines.ics:

  1. On the dashboard, Export deadlines (.ics) downloads the feed for a one-off import.
  2. The Subscribe URL shown there carries a per-user token, so you can paste it into Outlook or Google Calendar as a subscribed calendar that updates without logging in.
  3. Events are all-day entries with a built-in reminder, 30 days ahead by default (add ?reminderDays=N to the URL to change it).

Tip: the audit-log export is your activity trail — handy evidence when you need to show who did what and when.

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