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Points Report

Purpose Statement

The Points Report provides a consolidated view of points earned by personnel across supported modules. It allows agencies to review, analyze, and export points data for tracking participation, performance, and compliance-related activities.

Background Information

The Points Report is a canned report within the Reports module that aggregates points tracked through multiple areas of the platform. It is commonly used by administrators and supervisors to evaluate personnel participation and progress.

Points can be tracked through the following modules:

  • Incident Documentation

  • Activities and Events

  • Training

Each module requires setup before points will appear in the report. The report also supports configurable maximum point values and advanced filtering to tailor results.

Prerequisites:

  • Payroll Summary enabled in applicable modules

  • Personnel added to Payroll Summary

  • Points actively tracked within configured modules

Required Permissions

To access and use the Points Report, users must have permissions that allow them to:

  • Access the Reports module

  • View Payroll/Points reports

  • View Payroll Summary data across supported modules

Note: Permission availability and names may vary by agency. Administrators can review permissions under Admin → Roles & Permissions.

Video

Step-by-Step Guide

1. Navigate to the Reports Module

  1. From the main navigation menu, click Reports.

2. Open Payroll/Points Reports

  1. From the Reports menu, select Payroll/Points.

 

3. Select the Points Report

  1. From the Report Type dropdown, select Points Report.

  2. The report will display below the selection area.

 

4. Set Maximum Points (Optional)

  1. At the top of the report, enter the maximum possible points for each section.

  2. Click Apply.

  3. The report will refresh and automatically calculate percent complete values.

 

5. Review Calculated Progress

  • Adjusting maximum points updates:

    • Total points

    • Percentage of completion for each section

 

6. Refine Results Using Advanced Search

  1. Click Advanced Search.

  2. Select one or more filters to narrow results.

  3. Click Search to apply the filters.

 

7. Export the Report

  1. Click the Download button.

  2. The report will download as a CSV file.

Best Practices

  • Complete Payroll Summary setup in all applicable modules before relying on report data.

  • Set realistic maximum point values to ensure accurate percentage calculations.

  • Use Advanced Search filters to isolate specific date ranges, personnel, or modules.

  • Export CSV files for audits, reviews, or long-term record retention.

Avoid:

  • Expecting points to appear without completing required module setup

  • Comparing results across modules without consistent maximum point values

Troubleshooting & FAQs

Why is no data appearing in the Points Report?

  • Confirm Payroll Summary is enabled in each module.

  • Verify personnel have been added to the Payroll Summary.

  • Check that points have been recorded for activities.

Why are percentages incorrect?

  • Ensure the maximum points entered reflect the intended scoring model.

  • Click Apply after updating maximum values.

Which module determines Incident points?

  • Incident points are based on the Payroll Summary within Incident Documentation.

What format does the export use?

  • The report exports as a CSV file.

Related Articles

Incident Documentation

Activities and Events

Training