Reports & Analytics
The Reports & Analytics module provides comprehensive insights into policy acknowledgment compliance. Track completion rates, monitor campaign performance, analyze trends, and generate compliance reports for audits and stakeholder presentations.
Accessing reports
Navigate to Policy & Authority → Policy Attestation → Reports from the sidebar. Use the filter controls at the top of the page to customize the report view by date range, campaign, or department.
Key metrics
The reports dashboard displays four summary cards at the top of the page:
| Metric | Description |
|---|---|
| Total Campaigns | Number of campaigns created in the selected period |
| Completion Rate | Percentage of users who have acknowledged their assigned policies |
| Average Completion Time | Average time between campaign start and user acknowledgment |
| Overdue Items | Number of acknowledgments past their due date |
Report sections
Summary cards
High-level metrics providing a quick overview of your compliance status. These numbers update in real time as users acknowledge policies.
Department breakdown
Completion rates organized by department with progress bars and counts. Use this view to identify departments that may need additional reminders or support to meet compliance targets.
Campaign performance
Individual campaign metrics including completion rate, average response time, and status. Compare campaigns side by side to identify what drives faster completion — such as shorter policy documents, clearer instructions, or different timing.
Trends
Monthly trends showing campaign activity, acknowledgment volume, and completion rates over time. Use this view to track improvements across reporting periods and identify seasonal patterns in compliance behavior.
Filtering reports
Filters let you narrow reports to specific slices of data:
| Filter | Options |
|---|---|
| Date range | Last 7 days, Last 30 days, Last 90 days, Last year, or a custom start and end date |
| Campaign | Filter by campaign status or select a specific campaign for detailed metrics |
| Department | View acknowledgment rates and performance for a specific organizational unit |
Filters apply to all report sections on the page. Reset filters to return to the full dataset.
Exporting reports
Export reports in three formats depending on your use case:
| Format | Best for |
|---|---|
| Stakeholder presentations, executive summaries, and compliance documentation | |
| Excel | Further analysis, pivot tables, and custom reporting |
| CSV | Import into other systems or basic spreadsheet analysis (raw data, no formatting) |
Click the corresponding export button (Export PDF, Export Excel, or Export CSV) at the top of the reports page. The export includes all data matching the currently applied filters.
Best practices
Regular monitoring — Review reports weekly or monthly to track compliance trends. Set up alerts for campaigns with low completion rates or high overdue counts. Use department breakdowns to identify areas needing additional support.
Compliance reporting — Export reports regularly for audit documentation and compliance records. Use PDF exports for stakeholder presentations and executive summaries. Maintain historical reports to demonstrate compliance over time.