Overview: General managers need to download Compliance data to quickly generate date-specific reports for auditing purposes. This feature allows managers to retrieve historical compliance records in PDF format, ensuring a smooth and efficient reporting process.
Start from: The Compliance overview.
Accessing Compliance Reports
Select the specific Location you need data for.
In the Local Overview, scroll down to find the Previous Answers Report tile.
Note: The Previous Answers Report is located in the Local Overview section, not in the Compliance History.
Generating the Report
Choose whether to include answers from the Daily Schedule or Forms.
Select the Date for which you need the report.
Select Export.
Once generated, a PDF report will be downloaded to your device with the requested compliance answers, allowing for quick review and documentation.
Notes: If you do not see the Previous Answers Report tile or require additional functionalities, contact your Customer Success Manager for assistance.