How to Download Previous Member Reports
Learn how to find, download, and organize previous risk control reports for a member to prepare for an upcoming site visit.
By Nadine Bannick
This guide demonstrates how to locate, download, and organize previous reports to prepare for a consultant's upcoming visit. By retrieving original report files, you can review historical visit data and better prepare for your consultant for their upcoming introductory visit.
Search for Completed Reports
1
Navigate to the left-hand menu and click View Completed Reports.
2
Click the client search field to begin filtering.
3
Type the captive or client name and press Enter.
4
Click the All Locations dropdown to adjust your location scope.
5
Type the specific member name you need previous reports for and press Enter.
6
Uncheck the Only my locations box to broaden your search to all previous consultant visits.
7
Click View reports to apply the filters.
Download Previous Visit Files
Scroll to the bottom of the results page to find the most recent visit records.
8
Click on the desired previous visit date on the left-hand side.
9
Locate the Original File Uploaded line and click [ download ] to save a zipped file of the reports.
![Step #9: Locate the Original File Uploaded line and click [ download ] to save a zipped file of the reports.](https://di8mn0rali2ic.cloudfront.net/uploads/5d0bf10e-31be-4204-8246-6d8053fefd76/00374ccc-f0e3-4158-aca8-8e62dd737868.png)
To find additional previous visits, use your browser's Back button and repeat the download process for other dates.
10
Click the next visit date from your completed reports list.
11
Click [ download ] to save the next set of files.
![Step #11: Click [ download ] to save the next set of files.](https://di8mn0rali2ic.cloudfront.net/uploads/5d0bf10e-31be-4204-8246-6d8053fefd76/ffbd3366-defb-4a2c-b0e3-5aee1ee9d173.png)
Organize and Extract Files
All downloaded reports will initially save to your computer's default Downloads folder as
.zip archives.12
Open File Explorer and navigate to your Downloads folder.
13
Open a second File Explorer window and navigate to your dedicated client focus folder.
14
Select the downloaded
.zip files and drag them into your designated client folder.
15
Right-click the moved
.zip file in your client folder.
16
Select Extract All... to unpack the original report files.
