What happened
What this says
Current to 11 Oct 26Customer needed compliance report by next day for audit. BB-Demo provided quick search and export solution with walkthrough offer. Customer accepted immediate call.
Josh needed to generate an incidents report by home with severity levels for a compliance audit the next morning. Bethan provided a quick solution: filter by home and severity using search, then export results. Josh accepted the call immediately, suggesting the solution met his deadline needs.
Details
Updated 9 Oct 26Priorityhigh
Statusclosed
Categoryhow_to
Channelweb
First response (min)149
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- created · Josh Fairburn 16 Jun 2026 09:07Hi, we're doing a compliance audit tomorrow and I need to be able to generate a report showing all incidents by home with severity levels. Is there a quick way to do this, or do I need to ask one of our Analysts to build a dashboard? Need this fairly urgently. Cheers.
- public_reply · Bethan Lister 16 Jun 2026 11:36Just so I've got this right, you need an incidents report by home with severity for an audit tomorrow? The quickest way is to use the search to filter by home and severity, then export the results. I can walk you through that in about five minutes. You free for a quick call?
- status_change · 27 Jun 2026 23:59
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