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School: School Compliance Steps Report

Check the Status of School Compliance Steps

Kate Mattison avatar
Written by Kate Mattison
Updated over a week ago

To view what school compliance steps have or haven't been completed:

  • Click Reports from your left menu

  • There, you can select from a variety of report templates to run and/or customize

  • Click School compliance steps report

This report will show each school compliance step for every student. The school compliance steps report will also show whether or not steps are completed:

  • Click School compliance report

  • Select/deselect whether you want to include submissions or uploads, as well as health org structure

  • Optionally, click +Add filter to narrow down the results

  • Click Run report to view the results on your page. You will see whether or not a step has been completed, the name of the student, as well as the name of the incomplete steps:

  • Optionally, click Export to download the results into an excel spreadsheet. Here's a sample exported spreadsheet:


Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

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