Introduction
This guide explains how you can view Compliance Registers on your Dashboard. It highlights what information will appear and how submissions are grouped.
Key Points to Know Before You Start
Archived accounts are not shown by default. They only appear if you enable the archived filter at dashboard level.
You will always be able to see your own submissions, as long as you have dashboard access.
Submission statuses are grouped into the following categories:
Approved
Not Approved
Submitter for Approval
Withdrawn
In Progress
Important: Do not enable any register that is set to anonymous. You can check this under the Register Configuration section of each register.
If you do not see Compliance Registers on the Dashboard, 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 dashboard graph shows the total submissions across all registers you can access.
The five grouped statuses appear as applicable.
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.
Limitations
Dashboard downloads only include summary information, not detailed submission data.
Cards displayed on the dashboard are not clickable.
Anonymous registers are not enabled.
Conclusion
You should now understand how to view Compliance Registers on the Dashboard, 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].