We’re pleased to announce the release of our new style Helpline reports, which will replace the classic reporting experience across the system. These reports are designed to provide richer visual insights, enhanced filtering, and streamlined user experiences - enabling you to make faster, data-driven decisions.
Why the Change?
The new reporting experience introduces an intuitive and modern design that:
- Increases clarity through data visualisation
- Improves accessibility to key metrics
- Reduces time spent navigating to insights
- Enables more proactive and informed decision-making
Key Features & Enhancements
Advanced Filtering Capabilities
- Multi-select filters for locations, action types and categories
- Flexible date ranges for a custom reporting experience
- Filters apply consistently across all visuals and tables.
Dynamic Content Headers
- Real-time title and subtitle updates based on filter selections.
- Helps you stay oriented and ensures context is always clear.
Enhanced Data Visualisation
- Clear KPIs (e.g. completion rates) displayed prominently.
- Bar charts and leaderboards show trends and comparisons over time.
- Improved breakdowns by location, case status, and category.
Improved Data Grids
- Searchable, filterable, and sortable tables.
- Breakdown of scheduled, completed, and missed items.
- Data is structured to provide meaningful insights
Export & Reporting Enhancements
- Generate PDFs and CSV extracts with ease.
- Exported files include applied filters giving recipients full visibility into the report parameters.
User Experience Optimisation
- Fewer clicks to get to meaningful data.
- Responsive layout and consistent design.
- Easier for all user levels to interact with and understand.
Transition Plan
The new style reports will be available in phases in beta to all users. The classic reports will be phased out over time. We recommend transitioning to the new reports as soon as possible to take advantage of the enhanced functionality.
Note:
Links to the release notes will be added as each report goes live in beta. The following reports are planned:
Cases Overview: Coming soon
Actions: Coming soon
Health and Safety: Coming soon
Incidents: Coming soon
Food Safety: Coming soon
Visit: Coming soon
Safety Query: Coming soon
Maintenance: Coming soon
Miscellaneous: Coming soon