The Compliance Report shows which employees currently hold a valid certificate against every Compliance Requirement you’ve set up, giving you visibility into who is compliant, who is expiring soon, and who needs attention.
Steps
- Go to Reports → Compliance.
- In the Compliance Courses filter, select the courses to include and click Apply.
- Choose Today for the current live status, or As of Date to check compliance as it stood on a past date.
- Set Due in (Days) to control the window used for the Expiring Soon status (Today mode only).
- Click a KPI card – Compliant, Expiring Soon, or Not Compliant – to filter the grid to that status, or use the column filters (Branch, Department, Status, etc.) in the grid itself.
Export and Save
- Click Export to download the report as CSV or Excel, matching your current filters.
- To save the report, enter a name in the text box and click Save. Saved reports are accessible under Reports → Saved Reports, and can be scheduled to email on a recurring basis.