Generating employee compliance reports allows managers to review and export up-to-date information about staff compliance across the business. Reports can be customised by date range, report type and selected fields, making it easy to focus on specific requirements or time periods. Once generated, reports can be previewed and downloaded as CSV files for further analysis, record keeping or auditing purposes. This guide explains how to generate employee compliance reports.
Quick Guide
Generating Employee Compliance Reports
Click the cog in the top right of the Dashboard.
Select Reporting from the drop-down menu.
From here, you can view previous reports or generate a new one.
Click in Report Name and enter your desired document title.
Select the Date Range box to choose the reporting period.
Choose a preset option or set a custom range from the bottom of the list.
Click the Report Type box.
Select the required report type.
Some report types include pre-selected fields that you can keep or remove.
Currently selected fields appear in the right-hand column.
To remove a field, drag it to the Available column on the left.
To add a field, drag it from Available to the selected fields column.
When your selections are complete, click Save Report at the bottom.
A confirmation pop-up will appear in the top right.
Scroll to the top of the page and click Previous Reports.
Scroll down to locate your new report.
To preview the report, click the notepad icon.
Review the report to ensure it meets your needs.
Click Download CSV at the top right to save the file.
Alternatively, download the report directly from the Previous Reports page using the download button.