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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' or higher on the project's Incidents tool.

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
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.

 

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