User Defined Report Getting the most value from

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User Defined Report Getting the most value from the program Proprietary and Confidential

User Defined Report Getting the most value from the program Proprietary and Confidential

Introduction If you’ve ever wanted a custom report to help spot a particular trend

Introduction If you’ve ever wanted a custom report to help spot a particular trend or confirm a concern, we have provided a customizable report request system at our web site. ► This system is designed to enable you to select which data elements that you want to see, add them to the report request, and then view the report on screen. ► Additionally, you can limit the search by using specific criteria (ie. only provide truck descriptions that equal “van” or have a decal number range between ‘X’ and ‘Y’, etc. ) and you have the option of presorting the result in ascending or descending order. ► Once you’re satisfied with the result as shown on screen, you can download the data as a comma separated variable file for importing into a local database or you can simply open the file as a spreadsheet for graphs and charts. 12/1/2020 Proprietary and Confidential 2

Accessing the reporting system Start by navigating to our home page, www. safetyfirst. com

Accessing the reporting system Start by navigating to our home page, www. safetyfirst. com and then log in using your security credentials ► Once you’ve logged in to our site, you can choose the “User Defined Report and Download” option. 12/1/2020 Proprietary and Confidential 3

Accessing the reporting system The opening screen will provide you with options to “drill

Accessing the reporting system The opening screen will provide you with options to “drill into” your company’s management hierarchy – the various locations and reporting levels. ► You can use this to limit your report to specific clients or locations, etc. 12/1/2020 Proprietary and Confidential 4

Building a report Once you’ve determined the scope of data that you want included

Building a report Once you’ve determined the scope of data that you want included (all locations, only one location, etc. ) you can begin to build the report. ► Starting at the left side of the screen, you will need to decide if you are looking for Vehicle data or Motorist Observation Report data. This is selected from a drop box here: 12/1/2020 Proprietary and Confidential 5

Building a report Next, you can then select specific data elements that you would

Building a report Next, you can then select specific data elements that you would like to see in the report. ► Some example data elements for a vehicle report are displayed below (Decal Size, Vehicle Type, etc. ) ► First, use the drop box to highlight a data element, then use the “add field” button to add it to your list. ► Your report will show these data elements in order – your “top to bottom” ranking will display from left to right on the screen. ► If you need to re-order these data elements, simply click on the element that you want to move up or down the list and then click on the up or down arrow that is located immediately to the left of this column (looks like a pair of little white triangles). 12/1/2020 Proprietary and Confidential 6

Building a report Sometimes, you may want to limit your search to specific conditions:

Building a report Sometimes, you may want to limit your search to specific conditions: ► Include only vehicles listed as “pick ups” ► Include MOR data for weekdays only ► Exclude non-powered vehicles You can do this by adding specific criteria definitions to screen the data that will be included. ► Use the second drop box and column to add as many criteria as you need. ► Adding criteria will limit the amount of data received in your report so feel free to try different set-ups until you are comfortable with this option. 12/1/2020 Proprietary and Confidential 7

Building a report You can add a “sorting” requirement to your report by including

Building a report You can add a “sorting” requirement to your report by including an “ascending” (A to Z or smallest value to largest) or “descending” (Z to A, etc. ) sort for any data element. ► The sort listed at the top of your list will be the main sort applied to the data set. 12/1/2020 Proprietary and Confidential 8

Building a report When you are ready to view your report, just hit the

Building a report When you are ready to view your report, just hit the “view” button on the left side of the screen. ► Your report will calculate and display in a new browser window. ► If you are satisfied with the report, you can: ● Click on your email address and it will be downloaded to your email, or ● Click on “save result to your location” – it will allow you to open or save the file 12/1/2020 Proprietary and Confidential 9

Saving and using common report layouts Rather than build your report from “scratch” every

Saving and using common report layouts Rather than build your report from “scratch” every time you use this system, we designed a way to save your report layouts ► At the bottom of the report construction form there is a bank of buttons like this: ► Just give your report a name, and click “Save Report”. ► To access a report you’ve previously saved, just click “List Report” 12/1/2020 Proprietary and Confidential 10

Saving and using common report layouts The report library looks like this: 12/1/2020 Proprietary

Saving and using common report layouts The report library looks like this: 12/1/2020 Proprietary and Confidential 11

Saving and using common report layouts To retrieve a report you’ve previously built, just

Saving and using common report layouts To retrieve a report you’ve previously built, just click “Retrieve” If you plan on modifying the report and want to save time, you can retrieve: ► Just the data fields (and add your new criteria, sorts, and conditions ► Just the criteria (and add new data elements from scratch) ► Just the conditionals (and/or) or sorting 12/1/2020 Proprietary and Confidential 12

Practice makes perfect This system takes some practice, but it is a very powerful

Practice makes perfect This system takes some practice, but it is a very powerful way to access your program data. ► Clients with several months or years of data can quickly pull information for cross tabulation with their claim histories and/or MVR data. ► The system gives each client the flexibility to design their own report formats highlighting issues that are especially important to them. If you need help designing a report, call us to arrange a web-cast. 12/1/2020 Proprietary and Confidential 13

Summary Remember the goal of the hotline program is to use negative reports to

Summary Remember the goal of the hotline program is to use negative reports to coach drivers into improving their habits and behaviors to reduce accidents and injuries. The program’s principal value lies in motivating employees to continue driving safely, avoiding crashes and presenting a positive image of your company to the public. 12/1/2020 Proprietary and Confidential 14

Where Can I Get More Help? Safety. First employs a team of dedicated professionals

Where Can I Get More Help? Safety. First employs a team of dedicated professionals to help you make the program a success. ► Every client has a dedicated point of contact at Safety. First ● Our operations center manager and her supervisors are available during normal business hours (Eastern Time Zone) ● Special Account Executives and Account Managers are on staff to assist our multiple location accounts. ► You can contact us by calling our toll free number – 1 -888 -603 -6987 ► We also have many resources available at our web site – ● Client Reference and Support Library ● Published Safety Articles ● Technical Presentations ● Ten-Minute Training Topic Archive ● Customer Satisfaction Surveys ● Ad-Hoc Report Creator ● Specialty Reports and Download Center 12/1/2020 Proprietary and Confidential www. safetyfirst. com 15