Additional actions

Once a report, incident, case, or investigation has been created, you can take various management actions, including:

  • Print
  • Link related items
  • View report history
  • Copy information between reports

Print reports

Users with the appropriate privileges can print reports, incidents, events, and cases.

To print a single report:

  1. Open the report in Report Writer and select More actions [ ... ] > Print report.
    • Based on your organization's configuration, reports may have multiple print options, which each include different information from the report.
      The image displays the Report Writer interface showing an overview of a report. A More Actions menu accessed via a three-dot icon in the top-right corner is highlighted, listing various Print options, which are also highlighted in yellow.
  2. Adjust the following settings. Note that some of these options may not appear for certain report types, and users must have certain privileges to adjust these settings.
    • Print as a DOCX file: Select this checkbox to print the report as a DOCX file rather than a PDF. Contact your Axon representative for more information about this feature.
    • Settings: Choose whether to include restricted information or the approval log in the printout. If the report contains multiple narratives, you can indicate if each narrative should start on a new page.
    • Header: Can be omitted, appear on all pages, or appear on just the first page.
      • When you include a header in your printout, your organization's logo appears in the top right corner. This logo can be managed from your Organization Profile in the Axon Evidence Admin Console.
    • Footer: Can be omitted, appear on all pages, and optionally include page numbers.
    • Narratives: When the report contains multiple narratives, select which narrative is primary.
      • A time stamp indicating when the narrative was first submitted for review will appear in the printed report. However, comments added during the review or routing process will not print.
  3. Provide Auditing details, which include recipient details and the purpose of the print.
  4. Select Next.

  5. If you need to redact anything before printing, select Yes then Start redaction. If you are not redacting anything, select Print.

  6. The file loads in a new browser tab where you can download and print it.

When you include a header in your printout, your agency's logo appears in the top right corner. This logo can be managed from your Agency Profile in the Axon Evidence Admin Console.

Print narratives from collaborative reports

Finalized reports

When a collaborative incident report is finalized, all the narratives can be printed, including the one you select as the primary narrative. The primary narrative will appear above all other reports when printed.

 

In-progress reports

If the report is still in progress and not finalized, you will only be able to print only your narrative when you print the report.

 

Other contributors' narratives

Your ability to print narratives contributed by others depends on your assigned privileges. If you need to print narratives from other contributors but are unsure about your privileges, contact your administrator for assistance.
The image shows the Printing Options interface with sections for settings, header options, footer options, narrative(s), and auditing details. The narrative section, highlighted in yellow, includes an option for selecting the primary narrative.

Print incidents, cases, and investigations

To print an incident , case, or investigation follow these steps:

  1. Open the incident, case, or investigation profile.
  2. Open the More actions menu and select:
    • Incidents and cases: Print incident
    • Investigations: Print investigation
  3. In the Documents section, indicate which content to include:
    • For incidents, you can include:
      • Full incident report: Includes the latest data and narratives from all supplements (including draft supplements).
      • Incident reports: Indicate which reports to include. If you select the Full incident report option, all reports are included automatically.
        • This option does not appear for investigations because investigations are not associated with an incident.
      • File list: If selected, a list of all file names that have been added to the case are included in the printout.
      • Evidence list: If selected, all property items associated with the incident that have a role of Evidence are included in the printout.
      • Activity log: Includes all actions taken on the incident.
    • In addition to the items listed above, for cases or investigations, you can include:
      • Case or investigation summary
      • Case or investigation documents
      • Tasks
        • Indicate if the printout should include a list of case tasks, or details for each task.
        • Optionally include incomplete tasks.
        • Set the order in which the tasks should be listed in the printout. Sort options include Task, Assignee, Status, Created at, Due date, and Completed at.
  4. In the Settings section, optionally adjust the following items. Note that users must have certain privileges to adjust these settings.
    • Change print format: This option only appears if the Full incident report option is selected in the Documents section.
      • Select a print format option from the Incident report menu. The default format includes all report information. Other format options may not include all information and do not include some settings, a header, or a footer.
    • Show table of contents: Includes a list of all sections in the printout with a header that gives basic details about the case.
    • Show restricted information: If restrictions have been applied, this option includes restricted information that you have privileges to view. Optionally include this restricted information on a separate page.
    • Show approval log: Details of the report approval process.
    • Start each narrative on a new page: Inserts a page break at the start of each narrative.
  5. Adjust the Header and Footer:
    • Header: Can be omitted, appear on all pages, or appear on just the first page.
      • When you include a header in your printout, your organization's logo appears in the top right corner. This logo can be managed from your Organization Profile in the Axon Evidence Admin Console.
    • Footer: Can be omitted, appear on all pages, and optionally include page numbers.
  6. Provide Auditing details, which include recipient details and the purpose of the print.
  7. Select Next.
  8. Use the Sort reports and documents by and the Order fields at the top to set the order in which items appear. Sort options include:
    • Document type
    • Name (if custom names have been created for any of the items)
    • Date and time created
  9. Select Next.
  10. If you need to redact anything before printing, select Yes then Start redaction. If you are not redacting anything, select Print. 
  11. The file loads in a new browser tab where you can download and print it.

Link reports to an incident or event

To link a standalone (non-incident report) Axon Records report, like a Field Interview, to an incident or event (if your organization uses Axon Standards):

  1. Open the incident you want to link the report to and select More actions > Link other reports.
    • This option does not appear on Axon Standards event profiles. Instead, link a report to the event by opening the report in Report Writer (explained below).
      The image displays the details of an incident involving an armed robbery. The More Actions menu is highlighted and expanded with the Link Other Reports option highlighted.
  2. Use the search box to search for the Report ID of the document you want to link.
  3. Select Link.
    The image shows a dialog box for linking a related report to an incident. The interface states that only standalone reports, such as field interviews or custom reports, can be linked. A text field is provided for entering the report ID, with an example ID already filled in. At the bottom, there are two buttons: Close to exit the dialog and Link to confirm the action.

You can also perform this action while viewing the report:

  1. Open the report in Report Writer.
  2. In the report header, select More actions [...] > Manage related incidents.
    The image displays the details of an incident involving an armed robbery. The More Actions menu is highlighted and expanded with the Link Other Reports option highlighted.
  3. Search for the incident or event (if your organization uses Axon Standards).
  4. Select the incident or event you wish to link and press Enter on your keyboard to create the link.
    • Linked incidents and events appear below the search bar.
  5. Select Save to finalize your changes.

Linked reports appear at the bottom of the incident profile in the Related documents section. Unlink a report by selecting More actions [...] > Unlink from incident.
The image displays an incident profile. The incident is labeled as active, and options are available to edit the incident, create a new report, or access more actions. Tabs for summary, files, and activity logs are present, with the summary tab open. Below, a section for related documents is highlighted. It lists a report, including its number, type, author, creation date, and status, with the option to unlink the report from the incident.

You can also remove a link by opening the report in Report Writer, selecting More actions [...] > Manage related incidents. Select Unlink > Save.

Link incidents and events

To link related incidents, or to link an incident to an event (if your organization uses both Axon Records and Axon Standards):

  1. Open an incident and select More actions > Link related incidents.
    • If your organization uses both Axon Records and Axon Standards, this option appears as Link related incident reports and Standards events.
      The image displays an incident profile with the details of an incident involving an armed robbery. The More Actions menu is highlighted and expanded with the Link Related Incidents and Standards Events option highlighted.
  2. Enter the Incident or Event ID you want to link to in the search box.
  3. Select the incident or event you wish to link and press Enter on your keyboard to create the link.
    • Linked incidents and events appear below the search bar.
  4. Select Save to finalize your changes.
    The image shows a dialog box for linking a related report to an incident or event. The interface allows for searching by ID. One releated incident and one related event are listed. The option to Unlink appears beside each linked item. At the bottom, there are two buttons: Close to exit the dialog and Save to confirm the action.

Related incidents and events appear at the top of the profile. Select the blue ID to open that profile in a new browser tab.
The image shows an incident profile for an armed robbery case with details such as the incident date, time, location, assigned personnel, and active case status with a due date. The interface includes buttons for managing the incident, updating the case summary, creating a report, and accessing more actions. A highlighted section at the very top lists related Records incidents and related Standards events, linking them to the case.

To remove links, select More Actions > Link Related Incidents. Select Unlink to remove a link, then Save to finalize your changes.
The image shows a dialog box for linking a related report to an incident or event. The interface allows for searching by ID. One releated incident and one related event are listed. The option to Unlink appears beside each linked item and is highlighted. At the bottom, there are two buttons: Close to exit the dialog and Save to confirm the action.

View report history

To view a log of all actions taken on a report, select either the author name in the top left corner or More actions […] > View report history.
Screenshot showing where View Report History is found.

When viewing report history for incident reports, use the Sort by drop-down to change whether the audit log displays actions chronologically or broken out by contribution. Select Export CSV to export the report history to a CSV file, which includes each action and its timestamp.
Shows how to view and change the sorting of the Report History window.

Copy information to a new report

You can copy report information from an existing report into a new one. Information can be copied between different report types (e.g., from a Vehicle Pursuit report to a Vehicle Collision report).

This feature can only copy information from an existing report to a new report if the fields in both reports are named and configured the same way. For example, if the Location type field in the existing report is a dropdown field, the Location type field in the new report must also be a dropdown field (with the same name).

Note

If your organization uses both Axon Records and Axon Standards, you can only copy information within the same database. For example, you can copy information from an Axon Standards reports to a new Axon Standards reports, but you cannot copy information from an Axon Standards report to an Axon Records report.

To copy information into a new report:

  1. Open the existing report.
  2. Select More actions [...] > Copy info to new report.
    The screenshot shows a report in Report Writer with the More actions menu highlighted in a yellow box.
  3. Choose the type of report you want to create and how it should be linked to other reports and incidents:
    • New incident report: Provide an Incident ID for the new incident report and choose whether or not the new incident should be linked to the existing incident.
    • Narrative only: The new report will be linked to the existing incident.
    • Standalone reports: You have several linking options when creating a new standalone report (i.e., a non-incident report):
  4. Select Preview info.
  5. Use the checkboxes to select which information will be copied into the new report.
    • Some sections will be grayed-out and unselectable if a corresponding section does not appear in the new report (e.g., The existing report has a Vehicles section, but the new report you selected does not.).
  6. Select Create report.
  7. The new report opens in a new tab where you can review the copied information and complete all remaining fields.