The Record Totals For Organisational Units report (also referred to as the Org Unit Report or Record Totals Quick Report) is accessible from Settings > Organisational Units within Assure. The report displays the total number of records per module for each Organisational Unit (Org Unit; a node within the hierarchical structure used to group and categorise records by location, department, or reporting area) configured in the system. A Date Filter (applied against the Date Created field) allows users to scope the report output to a specific date range. Users may also choose to include Archived Records in the results. The report output is presented in a tabular format that can be copied and pasted into Excel or a similar application. This article applies to the Assure main system and is relevant to the Settings module and Organisational Configuration area.
Product Context
Within Assure, Organisational Units (Org Units) group and categorise records by location, department, or reporting area. The Record Totals For Organisational Units report provides a quick, cross-module summary of record counts per Org Unit. A date filter allows users to restrict this summary to a specific date range, based on when records were created.
How to Access the Report
Navigate to Settings > Organisational Units.
Click the Record Totals Quick Report button.
How to Apply the Date Filter
Once the user clicks Record Totals Quick Report, a date range input screen displays. The user enters the desired From and To dates to filter results by Date Created.
The report also provides the option to include Archived Records in the results by selecting the relevant checkbox before running the report.
| Note: The Include Archived Records option, when selected, adds archived records to the count alongside active records. |
To apply the Date Filter, click the Filter button.
| Note: The date filter applies specifically to the Date Created field on records, not to other date fields such as the date of an incident or audit. |
Report Output
The report displays results in a tabular format, showing the number of records per module for each Org Unit within the system, scoped to the selected date range. The table output can be copied and pasted into Excel or a similar spreadsheet application for further analysis.
| Note: The report reflects data across all modules for which records are stored against an Org Unit. |
AI Metadata
- Product Area: Assure -- Settings, Organisational Configuration, Reporting
- User Role: System Administrator, Health and Safety Manager
- Tags: Org Unit, Record Totals, Quick Report, Date Filter, Date Created, Archived Records, Organisational Units, Settings
- Version/Region: All Assure versions, all regions
- Important Synonyms:
- Organisational Unit = Org Unit = org unit
- Record Totals For Organisational Units = Org Unit Report = Record Totals Quick Report
- Date Filter = date range filter = filter by date
- Include Archived Records = show archived records
- Date Created = creation date
- Suggested Embedding Keywords: org unit report date filter, record totals quick report Assure, filter records by date created org unit, Assure organisational unit report, org unit record count by date, include archived records org unit report, Settings Organisational Units quick report
- Relevant Modules: All Assure modules where records are stored against an Org Unit (Incident, Risk Assessment, Audit, Equipment Register, etc.)
- Cross-Module Implications: The report aggregates record counts across all modules simultaneously. It is accessed from the Settings area, not from within individual modules. No cross-module configuration is required to use the date filter; it applies globally to all module record counts displayed in the report.