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Export Incidents as a CSV or PDF

Objective

To export project incidents as a CSV or PDF.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Incidents tool.

Prerequisites

Steps

  1. Navigate to the project's Incidents tool.
  2. Click IncidentsRecordsInjuries, or Near Misses
    Note: The export will export only what is on the page you select.
  3. Select one of these options:

    export-incidents.png
     
    • Export > PDF
      The following fields will be exported:
      • Project Name
      • Company Name
      • Project Address
      • Project Logo
      • Number
      • Title
      • Incident Date
      • Location
      • Status
      • Record Count
    • Export > CSV
      The following fields will be exported:
      • Number 
      • Title
      • Incident Date
      • Location
      • Status
      • Record Count

See Also

 

If you would like to learn more about Procore’s incident management software and how it can help your business, please visit our construction incidents software product page here.