Compliance Reports
Generate compliance summaries with status distribution and project breakdowns.
Compliance reports give you a high-level view of your organization's insurance compliance posture across all projects.
Generate a Report
- Navigate to Reports from the main sidebar.
- Select the Compliance Summary tab.
- Choose your filters:
- Date range — The period to analyze.
- Projects — All projects or a specific subset.
- Statuses — Filter by Compliant, Non-Compliant, Under Review, Awaiting COI, Expired, Waived, or any combination.
- Click Generate Report.
What the Report Includes
Status Distribution
A breakdown of all records by their current compliance status. This is displayed as both a chart and a data table showing counts and percentages.
Project Breakdown
Each project is listed with its own compliance summary:
- Total records in the project.
- Number and percentage in each status.
- The project's overall compliance rate.
Trend Over Time
If your date range spans multiple weeks, the report includes a trend line showing how your compliance rate has changed over time.
Scheduled Reports
You can schedule compliance reports to be generated and emailed automatically. Go to Reports > Schedules to set up weekly or monthly delivery.
Sharing Reports
Click Share on any generated report to:
- Copy a link that any team member with the Viewer role or above can access.
- Download as PDF for offline distribution or board presentations.
Need more help?
Browse our help center or reach out to our support team.