This guide explains how you can generate a report for submissions made in the compliance register. You will learn how to access the reporting area, apply filters, and download the report in Excel format.
Access Requirements
You must have the correct permissions to run compliance register reports. Your administrator is responsible for granting access. If you cannot see the reporting area, please speak to your company administrator.
How to Access the Compliance Register Report
Go to the Registers page or open the specific register category you want to report on.
Select the Reporting tab.
This will open the reporting dashboard for the selected register.
Using Filters to Customise the Report
You can use the filter fields to focus the report on the data you need. Common filter options include:
Time period
Attributes used in your portal configuration (for example, Location or Department)
You can:
Apply specific filters to refine the report
Leave all fields blank to generate a full report containing all submissions
Generating the Report
Set your filters or leave them blank.
Select Generate Report.
The system will create an Excel spreadsheet containing all submission details. This includes:
Submission data
User details (based on your access rights)
Comments included with the submission
The file will download automatically.
Access Limitations
Note:
Your access may be restricted based on your organisation's configuration. Even if you can run reports, you may only be able to view data for certain users or groups.
Administrators can add additional reporting filters if required.
Next Steps
You now know how to generate a compliance register report. If you have questions about your access permissions or need support with additional reporting configurations, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].