Reporting & Compliance
Tenant and per-template reporting, PDF export, and how approved assessments satisfy compliance scans
Tenant-wide reporting
Risk assessments → Reporting (tenant-wide hub):
- KPI tiles: total runs, pending, approved, rejected, finalised
- Monthly finalisation trend
- Per-template breakdown with links to filtered submissions
Per-template reporting
From a template card, open Response charts & export (requires a published version):
- Charts use the latest published schema
- Only submitted, approved, and rejected responses included (not drafts)
- Question-level charts for scorable field types
- CSV response export available
Submissions list
1
Open Submissions
Risk assessments → Submissions. Filter by status, template, site, date range, submitter.
2
Review or export
Click Review for read-only detail. PDF available for submitted, approved, or rejected statuses.
PDF export
PDF download is available after submit (submitted, approved, or rejected). Includes form responses; signatures are embedded where possible. Learners can download when approved.
Compliance scan linkage
| Rule scope | Approved assessment counts when |
|---|---|
| All-sites requirement | Worker has approved submission for the template (any site) |
| Per-site requirement | Approved submission site matches the scanned site |
Draft or submitted (pending) assessments do not satisfy compliance rules — only Approved status counts. See Compliance Scanner.