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How to Create a Custom Report from the Pulse Dashboard

Use the Pulse Dashboard search and filter tools to create reports from specific observations. You can report on all activity that matches your filters or select individual observations to include.

Written by Brandon Hull

For example, you can create a report for:

  • A specific license plate at one Site during a selected date range

  • Observations related to a topic, such as “homeless”

  • Activity submitted by a specific security officer

  • A combination of Sites, dates, categories, observation types, and other filters

Filter the Observations You Need

  1. Go to the Pulse Dashboard.

  2. Use the search bar to enter a keyword, topic, license plate, or other search term.

  3. Use the available filters to narrow your results as needed. You can filter by:

    • Site

    • Priority

    • Date range

    • Security officer

    • Category

    • Observation type

    • Form name

    • Status

    • Time range

    • Observation ID

    • Task type

    • License plate

  4. Review the matching observations before creating your report.

Create the Report

  1. In the Observations tab on the left side of the Pulse Dashboard, select Select.

  2. Choose the observations to include:

    • Select Select matching to include all activity that matches your current search and filters.

    • Select the checkbox next to individual observations to include only specific items.

  3. Select Create report.

  4. When the report is ready, choose one of the following options:

    • Open the report.

    • Copy the report link to share it with others.

The report will include the observations selected from your filtered results.

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