Reports overview
The report library, what each one answers, and how previews and exports work.
Reports turn your live records into shareable answers. Every report previews on screen first, so you can confirm the figures before exporting.
The library
- Credential Readiness Summary — a company-wide snapshot of employees by requirement status and required credentials by type.
- Missing Requirements — every employee missing a required credential, and which role or direct requirement calls for it.
- Expiring & Expired Credentials — credentials expiring soon or already expired, with company-requirement status.
- Compliance Matrix — employees against required credential types, exportable as CSV, Excel, or PDF.
- Location Comparison — compliance risk broken down by location, with an optional AI comparison narrative.
- Generate Compliance Packet — an audit-ready package for an auditor, GC, customer, or client.
An individual employee's report is available from their profile page rather than from the report library.
AI on the Reports page
- Executive Compliance Brief — a high-level, plain-English view for owners and managers.
- AI Change Narrative — a reporting-oriented summary of recent compliance activity.
Managers see report figures scoped to their assigned locations.