Reports Overview

You can view Reports in the Policies section by selecting REPORTS from the menu.

Our reporting dashboard has 4 widgets:

  • Staff - Reading Assignments - Keep track of who is up to date with their reading assignments.
  • Policy - Staff Assignment - Keep track of each policy’s reading assignments.
  • Policy Owners - Keep track of who is up to date with their policy reviews.
  • Draft Policies - Keep track of policy reviews that are currently in progress.

Each widget has an overview and a full report available via the View Report button at the bottom of each widget.

Framework - Filter

Depending on which Frameworks you've subscribed to, you can report on All frameworks combined or select a specific Framework via the Framework filter at the top of the page.

For instance, you might only want to report on the CQC or the Practice Policies Framework. 

Staff - Reading Assignments and Policy - Staff Assignments

The Reading Assignment and Staff Assignment reports allow you to keep track of who is up to date with their reading assignments.

In the example below, 6.2% of users are up to date with their reading assignments.

Staff_-_Reading_Assignments.PNG

Hovering over each of the different colours gives you an overview in percentage:

75__assignment.PNG

The orange area shows that 75% of users have not completed any reading assignments. The yellow area indicates 25% of users are in progress with reading assignments. 

You'll also be shown a warning of how many users have not completed any reading assignments.  

View Report

In the View Report section, and you have a report summary and a breakdown of each staff member:

 

Reading_Report.PNG

You can see how many policies a user has:

  • Overdue (Has passed the due date and not read)
  • To Read 
  • Read
  • Total 

Policy Owners

Keep track of who is up to date with their policy reviews.

Policy_Owners.PNG

In this example, 100% of Policy Owners have reviewed their policy reviews. 

Policy_Owners_Report.PNG

Within View Report, you have a Report Summary, and a report with each user and how many they have in:

  • Have a Review Overdue
  • Have a Review within Month
  • Have been Reviewed
  • In Total

Draft Policies

Keep track of policy reviews currently in progress:

Draft_Policies.PNG

The widget shows you how many policy reviews are in progress. Within View Report, you have a Report Summary, and a report with each user and how many they have in:

  • Total
  • Draft
  • Scheduled Publish

Draft_Policies_Summary.PNG

Filtering a Report

You can easily filter any report by selecting filter titles in the top row.

For example, if you select Name, it will change the users from A-Z or Z-A.

Search in a Report

Hover over a Column Title, and select the hamburger menu (3 horizontal lines), to open a Search box. In here, you filter names or numbers or use the Search box.

Filter_Reports.gif

Tip - If you have lots of users, it's helpful to use the Search Box to find a specific user.

Export/Download a Report

You can download an Excel or CSV file on each of the reports.

Right-click in the table, hover over Export and select either CSV or Excel. The export will download on your device.

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If you'd like to report on a specific staff member, select on the staff member, and then on the report, right-click, hover over Export and select either CSV or Excel:

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All Policies

If you would like to download an overview of your Policies section, this is possible.

Within Policies, All Policies, right-click anywhere in the Policy View table to see an Export option and select CSV export:


This will export a large CSV that includes:

  • Policy Title
  • Inherited from
  • Policy Owner
  • Policy Status (draft, not in use, or published)
  • Last Published
  • Next review
  • Reading Compliance

 

 

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