Locations & Reporting

Setting Up Locations

Before your team can tag incidents with locations, an Administrator or Owner needs to configure them in Settings> Locations.

• Click Add Location and enter a descriptive name
• Be specific enough to be useful—"Main Sanctuary" is better than "Building A," and "Playground - North Side" is better than "Outside"
• You can organize locations hierarchically if your campus has multiple buildings or floors
• Edit or archive locations at any time without affecting existing incident records

Tip:Walk through your campus and list every distinct area where an incident could occur. It's better to start with more locations and consolidate later than to miss important distinctions.

Associating Incidents with Locations

When creating an incident, the reporter selects a location from the configured list. This field is required so every incident is tied to a physical area.

• The location dropdown is searchable—type to filter the list
• If the exact location isn't listed, choose the closest match and note specifics in the description
• Request new locations from your Administrator if you notice gaps

Location-Based Reporting

Once incidents are associated with locations, you can use location data to filter and analyze your records:

• Filter by location: On the incidents list, filter to see all incidents at a specific location
• Dashboard breakdown: The dashboard shows incident counts by location, making it easy to see which areas have the most activity
• Export by location: Generate reports filtered to a specific location for facility reviews or insurance requests

Why Tracking Location Matters

Consistent location tracking helps your church in several important ways:

• Pattern detection: If the same playground keeps generating injury reports, it may be time for an equipment inspection or safety upgrade
• Insurance documentation: Insurers often ask for incident data by location. Having this readily available strengthens your coverage and claims
• Facility planning: Location data informs decisions about lighting, signage, accessibility improvements, and security measures
• Legal defensibility: Demonstrating that you tracked and responded to location-specific patterns shows proactive risk management