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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)

compliancereport-downloaded

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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