Generate an accountability event report

Tip: View the Generate an accountability report quick action guide for quick steps to complete this task. You can also view all Quick Action Guides.
  1. In the navigation bar, click Account > All Events.
  2. On the Accountability Events window, click the event that you want to export as a report.
  3. Optionally, on the Event Dashboard screen, apply filters on the Users and Hierarchy tabs.
  4. Optionally, on the Users tab, click Add to select and add user attributes, operator attributes, or devices to the report. To see if users are sponsor users or dependent users, add the Sponsor attribute. This enables you to see what sponsor user dependent users belong to.
  5. Click More Actions > Export.
  6. On the Export Event window, select the format for the export: PDF or CSV.
  7. Optionally, add a description to the report. For .pdf files, the description appears under the report title and above the report content. For .csv files, the description appears as the first line in the file.
  8. Optionally, select the Summary check box to include the information on the Summary tab. The .pdf displays a pie chart and bar graph. The .csv file displays the summary in tabular form.
  9. Optionally, select the Hierarchy check box to include a breakdown of all user statuses by organization hierarchy. If you have applied a filter in the Hierarchy tab, the View Filters link appears under the Users with status check box.
  10. Optionally, in the Users with status list, select the kind of user that you want to see event details for. This is a useful tool for quickly generating a list of all users who have not yet responded to alerts associated with the event or who have responded that they need help. You can also generate a list of all affected users, all users with any status, or users with a specific status. If you have applied a filter in the Users tab, the View Filters link appears under the Users with a status check box.
    Note: At least one of the check boxes must be selected.
  11. Click Export.