Download a Compliance Report from the Dashboard
The compliance report lets you export your dashboard as a well-structured PDF. It’s an effective way to document your compliance status, share progress with stakeholders, or prepare for audits.
You can:
- Include all widgets in the current view
- Add your own comments and context
- Use filters to control which organisation and user perspective is shown
What’s Included in the Report
The report includes:
- All dashboard widgets (tasks, risks, incidents, summary chart, KPIs)
- Filtered data (based on organisation and user view)
- A title and free text comment field (added before export)
The compliance report captures everything shown on your dashboard
How to Generate the Report
Go to your dashboard
- Apply any filters you need (e.g. organisation, My tasks)
- Click Download or Export PDF
- Enter a title and optional comments
- Click Download
Tip: The report reflects the current view — so if you’re filtered to one organisation or just your tasks, the report will follow that.
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