Overview: Create customised compliance reports so that you can quickly view the compliance status of your business units. Read our guide on how to Build a compliance Report for more information.
Start from: The Flow Learning Dashboard.
Select Reports from the main menu.
Select Compliance Overview from the list of reports.
You will now be able to view your Compliance data as a chart. Use the Group By dropdown to customise the view.
Saving filter presets
Select Filter to configure the data to be shown in the report, such as learner statuses, dates, regions, departments, etc. You can adjust the report as desired.
Once you have adjusted the filters, you can save the configuration by selecting the Save preset button OR moving to the Preset Filters tab.
Once in the Preset Filters tab, enter a name for the preset in the text field and select the checkmark ✔ to save it.
You can delete the presets later if they are no longer needed. To do this, select the Delete button next to the saved preset.
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Exporting the compliance report
Select the Export icon and choose from the following export options:
- Export Data to CSV
- Export Chart to CSV
- Export Chart to PDF
- Export Chart to JPEG
Once the export is initiated, the CSV file is downloaded to your local device.
The three "Export Chart to..." options show the overview data, while the "Export Data to CSV" option details the progress of every learner (depending on how you've set up the report).