The reporting tool in the Compliance Assist Planning tool allows institutions to create custom and template reports to show planning and assessment content in a variety of formats. During this webinar, we will walk through how to create a new report, in which users can choose the types of information to show, the fields to isolate, date and field filtering, sorting order, permissions, and report format (Word, Excel or PDF). We will also review gap analysis reporting where a high-level view of what content has been entered for certain types of information or fields across a group of departments is displayed in an Excel spreadsheet.
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