This guide explains how you can view Compliance Registers on Reporting. It highlights what information will appear and how submissions are grouped.
How to use
Select View registers to get started
Submission statuses are grouped into the following categories:
Approved
Not Approved
Submitter for Approval
Withdrawn
In Progress
If you do not see Compliance Registers on Reporting, please contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].
Reporting Scenarios
The Reporting graph shows the total submissions across all registers you can access.
When you click to view registers:
KPIs from the graph are displayed.
You will see individual cards for each register, showing submission statuses.
You can filter and sort the results.
Selecting a KPI lets you view individual submissions (shown as cards).
Downloads only include the summary information shown on the page – not detailed submissions.
Tips
Archived accounts are not shown by default. They only appear if you enable the archived filter at Reporting level.
You will always be able to see your own submissions, as long as you have Reporting access.
Limitations
Reporting downloads only include summary information, not detailed submission data.
Cards displayed on Reporting are not clickable.
Anonymous registers are not enabled.
Conclusion
You should now understand how to view Compliance Registers on the Reporting, what information appears, and how permissions and reporting restrictions affect the display.
If you have any issues or cannot see expected data, please contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].