Generating a Policy Report

Generating a Policy Report

Policies Report

The policies report allows you to quickly see if employees have read and accepted all policies assigned to them, and then export that information into a CSV. When you run the report, you can apply the following filters:
  • Policy Status: Select if you want to look at All, Active, or Archived policies.

  • Acceptance Status: Choose if you want to look at policies that have been accepted, unaccepted, or both.

  • Employee Status: You can run the report for employees that are currently only listed as active, deactivated, or all.

Generating Report


Step 1: Access Report

Step 2: Apply Filters

  • Apply the applicable filters

    • Policy Status

    • Acceptance Status

    • Employee Status

Step 3: Download CSV

  • Click the Download CSV icon

    • This will give you a CSV of the current, filtered view