You can access standard compliance reports by navigating to Menu > Reports > Compliance Reports or via the left-hand navigation panel.

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Figure 1.1

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Figure 1.2

The below standard reports will be available:

• Compliance Action Summary Report – Provides a summary view of all actions for compliance, authority documents, and policy records by progress statuses.

• Compliance Master Report – Provides a detailed overview of any selected record of compliance in the system. This will extract all details related to the record in a PDF export format.

• Compliance Registry Report – A registry view of compliance records showing only key details.

• Compliance Summary Report – A summary view of all compliance records showing its primary information such as code, title, type, category, and responsible owner, as well as severity and priority.

To preview a report:

• STEP 1: Click on a listed report.

• STEP 2: Enter report criteria, the Export Type of the report, and click Generate Report. 

This report will display Compliance Action Summary record details.

• Fill in your required filter criteria and click on the Generate Report button to view the report.

This report will display Compliance Master record details.

• Fill in your required filter criteria and click on the Generate Report button to view the report.

This report will display Compliance Registry record details.

• Fill in your required filter criteria and click on the Generate Report button to view the report.

This report will display Compliance Summary record details.

• Fill in your required filter criteria and click on the Generate Report button to view the report.