The monthly executive report (PDF) and CSV

The monthly executive report is a PDF of one month's figures, ready for a board, a client or a regulator. Anyone who reads Insights can download it; a site manager's report covers their own sites.

How to download the report

1. 1Step 1: Open Insights.
2. 2Step 2: Choose Report for <month> (PDF) at the top. It's for the last full month.
3. 3Step 3: For the whole dashboard as a spreadsheet, choose CSV: every site's last 12 months and the total, with the rates.

What's in it

• The headline rates (rolling 12 months to the end of the month, and the month itself) and the hours.
• Injuries by outcome, and each site's figures.
• The 12-month trend and what's true now.
• How we calculate, and where each definition comes from.
• The summary paragraph, if one is saved for that month.

How to add the summary paragraph

School admins and safety officers who see every site can put a short paragraph at the top of the report, explaining what changed and why it matters.

1. 1Step 1: On the Insights dashboard, find Report for <month>: summary paragraph.
2. 2Step 2: Type the paragraph in Summary paragraph, or, with AI assist on, choose Suggest a draft and check every word.
3. 3Step 3: Choose Save for the report. Save it empty to leave it out.

The report says who saved the paragraph, and whether it was drafted by software and changed. See Use AI assist suggestions.

Common questions

• Can it be emailed each month? Not yet: it's a download. Builders and other businesses get a rates line in the director's Monday email.
• Why are the rates different from my own spreadsheet? Check the hours (entered, imported or from the gate), the TRIFR setting for restricted duty, and any injuries not classified yet.