📊 How to Access and Manage Toolbox Talk Charts & Graphs

The May 2024 release of Take5™ Connect introduces new Toolbox Talk charting features that allow you to visually track and analyze Toolbox Talk activity across your sites and teams. Follow this guide to view and manage these charts. 👇

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Step 1: 📂 Navigate to the Toolbox Talks Tab

1. Once logged in, use the left-hand navigation menu to find and click on Reports.
2. This will open the drop down menu and from here select Toolbox Talks, then you will arrive on the module where you can access existing records and chart options.
3. Locate the tab along the top bar labeled Charts.
4. Click on the + button and select how many Columns (1-4) you would like with the row.​

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Step 2: ➕ Add Charts & Graphs

1. Once the chart view is open, hover over the + button on the right side of the screen.
2. A drop-down menu will appear and you can select from a range of chart options specific to sites:
   • Combo Chart: Historical Data

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Step 3: 🔄 Filter and Set Date Range

1. To filter your charts and graphs, click on the Filter button (Stack of 3 lines) at the top right of the screen.
2. A pop-up will appear where you can select specific sites, reporters, attendees and employees to filter through.
3. You can also set the desired date range.
4. If no date range is selected, it will default to the last three years.
5. Click Apply Filter once you’ve made your selections.

• Note: Filtering and date ranges apply to the entire module; individual rows or columns cannot be filtered separately.​

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❓ Troubleshooting

• If no charts appear, ensure data has been logged for the selected sites and date range.
• If filters seem incorrect, clear them and reapply.
• Refresh the page if new charts or changes don’t load immediately.

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📞 Need Help?

If you need further assistance, please contact our support team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535