Creating a PDF Incident Report

You can export a PDF report directly from an incident in the Incident Register to help you capture the most important aspects of a reported incident. This PDF report will display various system and custom attributes tied to the specific incident record.

In the Reports module, you can export a customized incident summary report. The customized report allows you to configure custom settings and sections for your report. For more information, see Configuring a PDF Report.

To create a PDF summary report from incident details

  1. On the Incident Management menu, select Incident Register.

    The Incident Register screen appears.

  2. Hover over the incident for which you would like to export a summary report.
  3. Click the Context Menu icon.
  4. On the Context menu, select Export Summary Report.

    The Export modal appears.


    Export modal showing options for creating a PDF summary report from incident details.
  5. Select the naming convention(s) you would like to appear in the file.
    Tip:

    For example, if the incident name is Stolen Property and the incident ID is 12. These are the naming convention options:

    Incident Name Only

    Stolen Property

    Incident ID Only

    12

    Incident Name and Incident ID

    Stolen Property_12

  6. Click the Export button.

    The Export Incident Details modal appears.

  7. Configure the summary report by selecting the incident details you would like to appear on the report.

    Export Incident Details modal showing configuration options for the PDF summary report.
    Note:

    You can export system and custom attributes to capture important metadata of the reported incident.

  8. Click the Export button.

    The Report Download modal appears.


    Report Download modal showing the generated PDF summary report ready for download.
  9. Click the Close button. The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.
  10. Click the Notifications button.

    The Notifications popover appears.


    Notifications popover showing an export-ready PDF summary report.
  11. Click the export link in the popover to download the PDF report.

To create a new default incident summary report

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the Create New button.
    Note:

    If an existing default PDF report exists, you can copy the report instead of creating a new one. To copy an existing default report, hover over the report and select Copy on the Context menu. Rename, submit, and open the report before continuing with step 8 below.

  3. Choose the Incident Management data source.
  4. Select the Incident Default PDF tile.
  5. Click the Next button.

    The Report Details screen appears.


    Report Details screen showing fields for report name and description for the Incident Default PDF report.
  6. Enter a report name and description.
  7. Click the Create button.

    The PDF Builder screen appears.

  8. Customize the report as needed.
    Tip:

    The default information will be already selected for the report. For more details on customizing the report, see Configuring a PDF Report.

  9. Click the Save button.
  10. Navigate to the Reports screen.
  11. Hover over the newly created PDF report.
  12. Click the Context Menu icon.
  13. Select Set as Default PDF to create a new default PDF report for incidents.