Incident Reports and Exports
Once your team records Incidents consistently, the data becomes useful beyond the individual event. Reports can reveal recurring problems, high-risk Locations, and the kinds of Incidents that take longest to resolve.
TARGPatrol supports both one-off exports and recurring summary reports.
Incident reports can be filtered by operational context, exported, or delivered automatically on a schedule.
See it in practice
A safety manager builds a monthly Summary by Incidents filtered to Safety Types and Critical or Major priority. The result helps identify Locations with repeated hazards.
The same configuration can be scheduled for regular delivery, while a single Incident can be exported as a PDF for a customer or contractor.
Good to know: reports and exports respect the current user’s organization and Location access. They cannot expose Incidents the user cannot normally see.
Export an individual Incident
Open Incidents.
Open the Incident details or edit page.
Select Export PDF.
Download the generated file when it is ready.
The export includes the Incident information available to the current user. Export availability can depend on permissions and the organization plan.
Build Summary by Incidents
Open Reports.
Select Summary by Incidents.
Set the reporting period and optional filters.
Select Build report.
Review the result and use Export when a downloadable file is required.
Available filters
Filters can include date, Location, state, priority, Type, and Category. Select Type before Category so the Category list contains only values from the selected Types. Leaving an optional filter empty includes all values available to you.
Sorting
Incident report results can be sorted by occurrence date or Incident title in ascending or descending order. The default order shows the most recent occurrence first and then sorts matching records by title.
Schedule a recurring Incident report
Open Scheduled reports.
Select Add new scheduled report.
Choose By Incidents.
Set the schedule, recipients, reporting period, and filters.
Select Type before choosing Category.
Save the scheduled report.
The scheduled report runs automatically using its saved configuration and delivers the generated result through the configured reporting process.
Access rules
Reports respect organization and Location access. A user cannot use a report or export to retrieve Incidents from Locations that are not available to that user.
Troubleshooting
No data is returned: widen the date range or remove optional filters.
Category is unavailable: select at least one Type first.
Export is disabled: build the report first and verify permissions and plan availability.
A scheduled report is empty: review its saved date period and filters.
With the basics in place, your team can spend less time deciding how to record an event and more time resolving it.