Explain Compliance and export
Get a plain-English explanation of an employee's position and export the current view for sharing.
Explain Compliance
On paid plans, Explain Compliance turns an employee's raw status into a plain-English summary of what they hold, what is missing, and what expires next. It reads only your real current records.
- Use it when handing a case to someone who does not work in the product daily.
- Use it to sanity-check an unexpected status before assuming a bug.
Export the current view
The matrix exports exactly what is on screen, including active filters. Three formats are available.
- CSV — for spreadsheets and further analysis.
- Excel — a formatted workbook for circulation.
- PDF — a fixed, presentable snapshot for auditors or leadership.
- 1Apply the filters that define the population you want to show.
- 2Confirm the on-screen summary matches your intent.
- 3Choose CSV, Excel, or PDF from the export menu.