Compliance Matrix Report (Beta)

  • Updated

 

Compliance Matrix Report is a Pro feature
This feature is only available for Pro package users. To upgrade your plan, contact your Account Manager or leave a contact request here.

 

The Compliance Matrix Report provides an at-a-glance visualization of all compliance deadlines within your property portfolio. Here's what you can do with the Compliance Matrix Report:

  • Customize and filter columns based on compliance types
  • Apply filters to refine what compliance data is shown
  • Save report configurations for future use
  • Download the report for offline access and sharing
  • Promptly add a new compliance under compliance type for a specific property.

Viewing your Compliance Matrix Report

To view and manage your Compliance Matrix Report,

  1. Navigate to Reporting > General or Reporting > Report Builder
  2. Click on Compliance Matrix Report
  3. The report will visually highlight the number of compliances that are Compliant, Expiring Soon, Expired or Incomplete as a table format against your properties.

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Customizing your Compliance Matrix Report

With Filters and Columns the Compliance Matrix Report offers additional personalization to select columns of interest as well as focusing on specific properties. Within the table the Add New option enables you to quickly create a new compliance record for a specific property and compliance type.

Filters

  1. Find the Filters area within the Compliance Matrix Report page.
  2. Choose how you would like to filter your report, either by Properties, Delegated to or Status.
  3. Click Apply filters & run to refine your report.

Columns

  1. Find the Columns within the Compliance Matrix Report page.
  2. Choose how you would like to arrange your columns and which ones to make visible.

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Add new

  1. Add new compliances quickly within the report by selecting Add New to create a new compliance record.

 

Saving and Downloading Reports

For your convenience, the Compliance Matrix Report comes with options to save and download your configurations and results.

 

Saving Report Configurations

Your preferred layout and filters can be saved for quick access in the future:

  1. Set up your report with the desired columns and filters.
  2. Click Save Report at the top of the page.
  3. Give your report a distinct name and confirm by selecting Save.

To access saved reports, simply click on the My Reports section and select from your list of saved configurations.

Downloading Your Report

To take your report offline or share it with colleagues:

  1. Adjust the report to show the information you need.
  2. Click the Download button.
  3. Choose your preferred file format (e.g., Excel, PDF).
  4. Select Download to save the report onto your device.

 

 

 

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