The Reporting Dashboards for the compliance modules in the Risk & Compliance System comprise of automated reports which act as a register, or data export, of the records within the module.
For a guide on how to use the charts see Utilizing Charts on Module Reporting Dashboards.
Begin by using the Reporting drop-down on the Home Page to select which module you want to report on.
Below the chart section you will find the automated reports. Each automated report has a variety of filters, and can be exported by clicking Download as PDF or Download as XLSX depending on the preferred format.
These reports are useful for evidencing the records added to the system over a specific reporting period and the record information is presented in a register format as below.
Finally, each reporting dashboard has a Data Export report. The export pulls all the raw data from the module over the reporting period selected. This report is only available as an Excel Spreadsheet and is not branded. This report is useful for constructing your own reports internally. You can remove any information that is not of interest as it captures all fields within the record.
Should you have any questions or need any support please contact the team at firstname.lastname@example.org or telephone 01206 322 575.