Each module's Reporting Dashboard displays various charts above the Automated Reports. These charts can be filtered by date range and reporting criteria, useful for quickly observing trends and identifying improvement areas.
To access the Reporting Dashboards, use the Reporting drop-down on the Home page.
Use the menu to select which compliance module you would like to report on.
Once the module is selected you will be brought to the Reporting Dashboard for that module.
At the top of the page, you will be able to use the date fields to change the reporting period for all of the charts displayed. By default, the reporting period is set to show 12 months back-dated from today’s date.
Using the drop down menu to the right of the date fields, you can set the criteria for how these charts are filtered.
Note: The criteria may differ between each Reporting dashboard, dependent on the module.
Click Update Reports to apply the filters selected.
The charts on the dashboard can all be expanded to provide the information presented both visually and numerically.
Click the downward facing arrow at the bottom of the chart box to expand.
The chart images can also be downloaded by clicking the Cloud Icon.
This will download an image of the chart to your computer and can be a useful tool for creating your own reports.
Should you have any questions or need any support please contact the team at firstname.lastname@example.org or telephone 01206 322 575.