Compliance Report is a report showing various compliance params for all active staff. Compliance categories are managed by your account administrator.
To Access the Report
To access Compliance Report, go to Reports on the Left-Hand Menu, select Compliance in the drop-down. Once the page loads, you can opt to select to show up to a maximum number of entries (eg 100) of Staff list.
About the Report
The tabular lists staff members across vertical axis and categories within your account are listed across the top. Each entry displays various state of Compliance -
- n/a - No information is available in the system for this staff and given Compliance
- Date - When given Compliance category for a staff member is due to expire.
- Expires in X days - Compliance will expire within next 30 days
- Expired X days ago - Expired Compliance
You can also use search filter on the top right to search through a given staff within a displayed list.
To print the report, click on the icon (located at the bottom right of the page). You'll then get to the Print screen page where you can choose a number of copies, pages, set up margins, etc.
To align all columns of the report to a given page e.g. A4 or A3, you can choose between Landscape and Portrait layouts. Finally, use scale option (as shown below) to fit all columns on the page.
Download as PDF
If you like to save the report as PDF. Click on the print icon and in the print dialogue box as seen below, Choose destination as 'Save as PDF'. If in case it's not set as default, click on Change button and select Save as PDF. Once set, click on Save.