How to Generate Reports and Send Referrals in Executive Pulse

Learn how to log into the Disaster Smart BC system, run a Business Disaster Impact Survey report, and email business referrals to disaster recovery volunteers.

August 12, 2026 By Dale Wheeldon

This guide explains how to generate a report from the Business Disaster Impact Survey and forward business referrals to assigned disaster recovery volunteers. By following these steps, you can ensure that affected businesses quickly receive the localized assistance they need.

This process applies to system administrators and relief coordinators managing business intakes. It should be used daily to process new survey submissions and route them to local volunteer representatives.

Logging In and Running a Report

Start by entering the correct system environment and pulling a fresh list of survey submissions.

Step #1: Enter your email address and password, then click Log In. — Enter your email address and password, then click **Log In**.

Step #2: Click BCEDA from the top dropdown menu to ensure you are operating inside the Disaster Smart BC system. — Click **BCEDA** from the top dropdown menu to ensure you are operating inside the Disaster Smart BC system.

Step #3: Click Power Search in the left-hand navigation menu to build a new report. — Click **Power Search** in the left-hand navigation menu to build a new report.

Step #4: Select Business Disaster Impact Survey from the primary information dropdown menu. — Select **Business Disaster Impact Survey** from the primary information dropdown menu.

Step #5: Click Next to proceed past the initial data filters. — Click **Next** to proceed past the initial data filters.

Step #6: Click Next again to advance to step four of the report builder. — Click **Next** again to advance to step four of the report builder.

Step #7: Click Select all to include all available survey fields in your results. — Click **Select all** to include all available survey fields in your results.

Step #8: Scroll down to the bottom of the page and click Finish to generate the list of businesses. — Scroll down to the bottom of the page and click **Finish** to generate the list of businesses.

Saving Your Search with Recurrence

To save time, configure this report to run automatically and email you any new additions daily.

Step #9: Click Options located directly above the generated results table. — Click **Options** located directly above the generated results table.

Step #10: Select Save Search from the dropdown menu. — Select **Save Search** from the dropdown menu.

Step #11: Type a descriptive name for your report into the name field, such as "Bald Creek Fire". — Type a descriptive name for your report into the name field, such as "Bald Creek Fire".

When configuring a recurring search, use the following standard parameters:

Setting	Recommended Value	Purpose
Recurrence Checkbox	Checked	Enables automated delivery of the report.
Frequency	Daily	Ensures you receive updates every morning.
Repeat End	No end date	Keeps the report active until you manually turn it off.

Step #12: Check the box next to Recurrence. — Check the box next to **Recurrence**.

Step #13: Select Daily for the frequency interval. — Select **Daily** for the frequency interval.

Step #14: Set the duration option to No end date. — Set the duration option to **No end date**.

Step #15: Click Ok to finalize and save the report. — Click Ok to finalize and save the report.

Sending Referrals to Volunteers

Once your report is open, dispatch individual survey records to the correct local volunteer.

Step #16: Click on the relevant business name in the report results to open its detailed survey view. — Click on the relevant business name in the report results to open its detailed survey view.

Step #17: Click the Actions dropdown menu in the upper right corner. — Click the **Actions** dropdown menu in the upper right corner.

Step #18: Select Compose an email about this to open the messaging interface. — Select **Compose an email about this** to open the messaging interface.

Step #19: Type the assigned volunteer's name into the recipient box and select their email address. — Type the assigned volunteer's name into the recipient box and select their email address.

Step #20: Paste your prepared referral template into the message body, ensuring you mention specific details like "Disaster response referral" and the business name. — Paste your prepared referral template into the message body, ensuring you mention specific details like "Disaster response referral" and the business name.

You do not need to manually copy and paste the survey answers. The system automatically attaches a PDF of the complete business submission to this email.

Step #21: Click Send to dispatch the referral. — Click **Send** to dispatch the referral.

Step #22: Close the business view modal and repeat these email steps for the remaining businesses on your list. — Close the business view modal and repeat these email steps for the remaining businesses on your list.

Fixing Incorrect Survey Information

If you notice errors submitted by the business (like placing the city name in the postal code field), you can edit the record before forwarding it.

Click on the affected record in the Power Search table to open its profile.

Step #24: Click the Actions dropdown menu. — Click the **Actions** dropdown menu.

Step #25: Select the option to Update the survey response. — Select the option to **Update** the survey response.

Step #26: Correct the invalid fields within the address block. — Correct the invalid fields within the address block.

Step #27: Click Save to apply the corrections. — Click **Save** to apply the corrections.

Step #28: Click the X to close the success confirmation message. — Click the X to close the success confirmation message.

Finding Additional Volunteers

If you are processing referrals for a municipality without a known contact, you can query the system for available disaster recovery volunteers.

Step #29: Navigate back to Power Search from the main left-hand menu. — Navigate back to **Power Search** from the main left-hand menu.

Step #30: Click the saved search dropdown menu. — Click the saved search dropdown menu.

Step #31: Select your Disaster Recovery Volunteers report and run the search to locate contacts for required regions. — Select your **Disaster Recovery Volunteers** report and run the search to locate contacts for required regions.

Q: Why isn't a known volunteer showing up in my assigned list?

A: Ensure they have been added to the system and linked to the correct local partner. Some volunteers manage specific municipalities directly through established local programs and must be accurately mapped.

Q: What should I do if a business submitted incorrect contact information, like a city in the postal code field?

A: Open the business's record, select the option to update the survey response from the Actions menu, correct the invalid fields, and save your changes before sending the referral.

Q: How do I find additional volunteers for different regions?

A: Run a Power Search using the "Disaster Recovery Volunteers" saved report to locate assigned contacts for specific areas like Peachland or Kaleden.

Term	Definition
Executive Pulse	The primary CRM and reporting platform used to track business data and direct disaster recovery efforts.
Disaster Smart BC	The specific system environment within Executive Pulse containing localized disaster impact and recovery data.
Power Search	A reporting tool within Executive Pulse used to query, filter, and save specific subsets of system data.
Business Disaster Impact Survey	A standardized form submitted by local businesses detailing how a disaster has affected their operations so they can request assistance.