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How do I generate reports on Policy Manager?

Reports allow you to easily track the status of all of your policies. You can choose to report on all of your policies at the same time, or you can select individual policies to report on

 

Navigating to Policy Manager

  • Navigate to Admin > Compliance Management > Policy Manager
  • If you are a School Group Manager, ensure 'Group Admin' is selected from the School Selector to work at Group Level.
  • From here you will see some dials giving you oversight of policy progress:

  • Below this you will see the Policy List:

 

 

Reporting on all policies

  • Select 'Export Report' to download all policy data to CSV

  • This report will allow you to view the following for all of your policies:

 

 

 

 

 

The Progress Report

  • Click on 'Progress Report' 
  • This allows you to view progress across policy either by individual staff member, or by policy.
    • Use the switch to toggle between to change view
    • Or click 'Export Report' to view as CSV

 


Reporting on individual policies

  • To view individual policies in more detail, locate the policy from the Policy List
  • Click on the 3 dots under the 'Actions' column, and select 'Export report'

  • The report will open up as a spreadsheet. Expand the columns to view the detail in full. 
  • This report gives the full status of the policy, including the names of the approval and reading teams is applicable, and the status of their progress.