Reports

A Report provides a easy to read list of information against people and their assignments that can be exported to an excel file.

There are two types of reports:

1. People x assignments grid: A list of People and their compliance against Requirements which can be filtered by any aggregating resource. 
2. Action report: A list of People who have Records that are expiring, expired or non-existent. This report is designed to give you a quick and straightforward list of what needs direct action to become compliant.

Accessing reports

To generate a report, use the Reports drop-down menu (shown above) at the top of the page and select the type of report. 

1. Filter the report: Use the filters to narrow the search parameters to particular org units/people/employment types/etc. Multiple filters can be applied at once.
2. Then press run when you're ready to generate the report.

Downloading the report

If you'd like a excel copy of the report, simply select the to excel option so the box is ticked, then press run.