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Helpline: Visit – beta report

We’re excited to share a new ‘Visit - Beta’ report for the Helpline module. This report is in Beta, which means the reports are being built and require feedback -please feedback if you think something is not right or missing.

Overview

The Helpline Visit Beta Report provides a near real time view of Visit cases raised through the Helpline module, helping users monitor case volumes, identify trends, compare performance across locations, and track case management activity through charts and detailed data tables.

How do these new reports benefit me?

  • Broader visibility: Quickly understand where cases are being raised across locations at a glance.
  • Near real time information: Unlike the old classic reports our new reports refresh information every 20 minutes.
  • Trend awareness: Simple charts show month-by-month changes and emerging case types.
  • Focus attention where it matters: Clearly shows which areas experience the highest volume of cases.
  • Identify patterns: Compare case trends across locations to build a clearer picture of performance.
  • Reinforce accountability: Transparent ownership supports consistent and timely case management.

How do I access the new style ‘Visit’ report

  • Navigate to the Helpline Module
  • Click on the ‘Reports-Beta’ tab
  • Click on ‘Visit’

Navigation to Helpline Visit report

     

    ‘Visit’ Report Breakdown

    Page Level Filtering:

    • Location: The ‘Visit’report defaults to display data for all locations you have access to. You can narrow your focus using the Location Selector filter, charts and data grids update immediately reflecting data based on the chosen location(s).

    • Location filter

      Date Range: The ‘Visit’ report displays data for the last 31 days, counted back from the current day. To pick a start and end date of your choosing in the From and To fields, with a maximum range of up to five years. Once applied, all charts and tables update to reflect the selected timeframe, except for the Visits by enforcing authority chart, which always displays the last 12 months.

    Date range filter

    Special note:

    The report displays each case based on its status during the selected dates, e.g. if a case is currently closed but was open on the last day of the selected time-period, it will appear as Open in the report. This ensures that the data reflects the accurate historical status of each case for the period you are analysing.

    Data Charts:

    Primary information card

    • Summary: These figures display the total number of Created cases, Open cases, Closed cases and Open actions giving you a quick snapshot of overall case activity from the selected filters.

    Summary tile showing created, open and closed cases and open actions

    • Visits by enforcing authority: A 12-month stacked bar chart with the number of enforcement authority visits broken down by month. The top five enforcement authority types are displayed with all other enforcement authorities grouped into one category.

    Visits by enforcement authority stacked barchart


    Secondary information cards

    • Reason for visit/ call: This donut chart highlights the top four reasons for reported Visit cases, with a fifth category to cover all other reasons.
    Reason for visit call donut chart
    • Enforcing authority visits: This chart highlights the top five enforcing authorities involved in Visit cases, with a sort option to view the top five or bottom five enforcing authorities.

    Helpline Visit Enforcing Authority visits
    • Actions taken by officer: This donut chart highlights the top four actions taken by the officers for reported Visit cases, with a fifth category to cover all other actions.
    Helpline Visit Actions taken by officer

      Data Grid on screen display

      • The data grid has one tab, which allows you to see more information about each Visit raised.
      • Whether you're looking for further insights or sharing information across teams the ‘Export Data' button, will export the data currently displayed in the tabular data grid and receive the output of your report in a convenient CSV file format allowing for further analysis and offering flexibility with ease of use.

      Regulatory contact:

      Helpline Visit Regulatory Contact export data

      The ‘Visit’ table provides a detailed view on the page including:

      • Location
      • Division
      • Department
      • Case number
      • Date of visit
      • Enforcing authority
      • Reason for visit/ call
      • Open actions
      • Case created by

      Want more information? Additional information is provided if you extract the table which includes:

      • Time of visit
      • Actions taken by officer
      • Enforcing authority name
      • Date created
      • Time created
      • Date modified
      • Time modified
      • Last modified by

      Download and Export

      The addition of the 'Download PDF' button gives the ability for you to capture a comprehensive snapshot of the current page, including charts and graphs. By simply clicking this option, you can generate a PDF file, ready for sharing, further analysis or archival. This is designed to eliminate the need for manual creation of charts based on information available in RiskProof saving time.

      Helpline Visit download PDF

      Classic report phase-out information

      All reports in the new reporting suite are now available in BETA. We encourage users to explore the new reports, take advantage of the enhanced functionality, and share any feedback.

      Classic Reports will remain available for one month from the release of this final BETA report. After this period, access to Classic Reports will be removed.

      This transition period provides an opportunity to familiarise yourself with the new reporting experience before the move is completed.