HSE Reporting
How to enter and track monthly HSE indicators, set targets, and export reports.
The HSE Reporting module allows you to fill in and track occupational health and safety indicators (HSE — Health, Safety & Environment) on a monthly matrix. Indicators are organized by categories and parameters, with configurable targets and export to PDF or Excel.
1. Structure of the HSE matrix
The HSE matrix is organized by:
- Categories — groups of indicators (e.g. Vehicle accidents, Non-vehicle accidents, Environment, etc.)
- Parameters — the individual indicators within each category (e.g. Critical accidents, Major accidents)
- Columns — the last 12 months, plus the 12-month rolling average column, target, and result
2. Entering monthly values
- Open the HSE Reporting module
- Select the desired month and year from the filters at the top
- The matrix displays the existing values
- Click the cell for the desired parameter and month to edit it
- Enter the value and click Save
Values can be entered retroactively for any month.
3. Configuring targets
The Target column in the matrix allows you to set the target value for each parameter.
- Click the Target cell for the desired parameter
- Enter the target value
- Click Save
Targets are used to calculate the Result column (whether the annual value reaches or exceeds the target).
4. Configuring categories and parameters
From the module's settings section (the Configuration tab), you can change the names of the categories and parameters displayed in the matrix.
Editing a category
Click the category name → change the title → Save.
Editing a parameter
Click the parameter name → change the title → Save.
The structure of the categories (which categories exist and how many parameters each has) is predefined when the module is installed and cannot be changed from the interface. Only the names can be customized.
5. Exporting the report
From the matrix page, the "Export" button allows you to download the report for the selected month and year:
| Format | Description |
|---|---|
| Report formatted for printing or archiving | |
| Excel (.xlsx) | Editable file for further processing |
You can select the categories to hide from the export before downloading the file.
1. Main interface — the HSE matrix
The main page displays a tabular matrix with HSE indicators organized by:
- Rows — categories and their parameters
- Columns — calendar months (the last 12 months or the selected month) + the Target column
Each cell contains the value entered for that parameter in that month. Cells with Formula type parameters are calculated automatically.
2. Report structure — categories and parameters
Category types
| Type | Description |
|---|---|
Data (ct_data) | Generic category with manually entered data |
Sum (ct_sum) | Category calculated as the sum of its component parameters |
Ratio (ct_raport) | Category calculated as a ratio (e.g. frequency, rate) |
| Vehicle accidents | Predefined categories for road accidents (c1) |
| Non-vehicle accidents | Predefined categories for non-road accidents (c2) |
| Injuries | Predefined categories for injuries (c3 — TRI) |
| General data | Employees, hours worked, vehicles (c4) |
| Summary | Calculated indicators: accident rates, training hours (c5) |
| Environment | Environmental indicators: fines, waste, complaints (c6) |
Parameter types
| Type | Description |
|---|---|
Value (pt_value) | Parameter with a manually entered monthly value |
Formula (pt_formula) | Parameter calculated automatically based on other parameters |
3. Entering monthly values
- Locate the column for the desired month in the matrix
- Click the cell of the parameter you want to edit
- A dialog opens with the list of editable parameters in that category
- Change the values and click "Save" — the values are updated in the matrix
Cells with Formula type parameters are not manually editable.
4. Setting targets
The Target column displays the target values for each parameter/category.
- Click the Target cell for the desired category/parameter
- The edit dialog opens:
- For ratio-type categories (
ct_raport): a single target field at the category level - For other categories: one target field per parameter
- For ratio-type categories (
- Change the values and click "Save"
Targets are reference values for comparing monthly performance. They do not affect the calculation of values.
5. Navigating between months and years
The month and year selectors in the top bar allow you to navigate to any desired period. The displayed values update automatically when the period changes.
6. Exporting the report
The "Export" button in the top-right corner allows you to download the report as:
| Format | Description |
|---|---|
| Report formatted for presentation/printing | |
| XLSX | Report in Excel format for further analysis |
Export options:
- The export is generated for the month/year selected in navigation
- You can select the columns (categories) you want to exclude from the report
The exported file name includes the organization's subdomain and the selected period (e.g. HSE_report_companie_Jan-2025).
7. Configuring categories and parameters
The report structure is configured from the "Configuration" section of the module.
Managing categories
| Action | Description |
|---|---|
| Add category | Creates a new category with title and type |
| Edit category | Changes the category title; the type cannot be changed after creation |
| Reorder | Drag categories into the desired order |
| Delete | Removes the category (only if it has no associated parameters) |
Fields for a category:
| Field | Description | Required |
|---|---|---|
| Title | The category name displayed in the matrix | Yes |
| Type | The category type (data / sum / ratio / predefined) | Yes |
| Target | The target value at the category level (for ct_raport) | No |
Managing parameters
Click a category in the configuration list to manage its parameters.
| Action | Description |
|---|---|
| Add parameter | Creates a new parameter in the selected category |
| Edit parameter | Changes the parameter title |
| Reorder | Drag parameters into the desired order within the category |
| Delete | Removes the parameter (values entered for it are lost) |
Fields for a parameter:
| Field | Description |
|---|---|
| Title | The parameter name displayed in the matrix |
| Type | Manual value (pt_value) or calculated formula (pt_formula) |
| Usage | Semantic mapping for automatic calculations (e.g. c3_lti, c4_employees) — relevant for predefined parameters |
| Target | The parameter's individual target value |
Parameters with a predefined Usage (
c1_*…c6_*) are used in the automatic calculation of sums and rates. Changing them may affect the calculated values.