Access a Compliance Summary Quick Report via Admin View > ‘Reports’ tab > Select ‘Compliance Summary’ under Quick Reports on the right.   

Filters 

The default filter is ‘All Results.’ 

Change filters such as: 

• All Results 
• Results Complete (make a selection) 
• Created Date (enter a start and end date) 

Information about the Quick Report

View information about Compliance Summary such as: 

• Course [name] 
• Users Compliant [#] 
• Assigned People [#] 
• Compliant % 

 Select/deselect these items from the hamburger menu as needed. 

Drill Down to a Specific Course 

From the Compliance Summary Quick Report, select a specific Course to see User data. 

The default filter is All Results > All people, compliant and not compliant. 

Change filters such as: 

• All Results 
• All people, compliant and not compliant 
• Only people that are compliant 
• Only people that are not compliant 
• Check compliance (make a selection) 
• Created Date (enter a start and end date) 

View User data such as: 

• Full Name 
• Start Date 
• Marking 
• Overdue 
• Up to Date 
• Compliant 
• Compliant Until 
• Expiration Date   

Select/deselect these items from the hamburger menu as needed. 

If you select a specific User associated with that Course, you can view information about that User. 

Download or Schedule a Quick Report

Note: Reports will download up to 50k records in a CSV format and 10k records in a PDF format. Please use the filters to narrow down your search or to pull the report in smaller groups. 

Download a Report

Select ‘Download/Schedule this report’ then: 

• Enter a Title 
• Select ‘Download’ from the ‘Options’ dropdown 
• Select ‘CSV’ or ‘PDF’ on the ‘Format’ dropdown 
• Select ‘Run’ 

Schedule a Report

• Select ‘Download/Schedule this report’ and enter a Title.  
• Select ‘Schedule’ from the ‘Options’ dropdown 
• Use the default email address or ‘select users to email’ and choose address(es) 
• Select a Frequency 
  • The default is ‘just once, right Now’ 
  • Otherwise, select ‘daily,’ ‘every Monday,’ or ‘1st of every month’ 

• Select 'CSV' or 'PDF' on the 'Format' dropdown 
• Select 'Run'

View Scheduled Reports

You can see your scheduled Quick Reports via Admin View > 'Reports' tab > Scroll to 'Manage Reports (My Saved/ Favorite Reports)' > 'Created by me' tab.