How to Generate a Compliance Enqiry Report
For Builder & Contractor
This document will show you how to run the Compliance Enquiry report to view and/or print outstanding, due, or waiting for approval compliance items.
These instructions are using a builders’ profile as the example however, the steps are the same.
Generating a Compliance Enquiry
After logging into your account, go to the side menu and click the down arrow beside ‘REPORTS’, then ‘COMPLIANCE ENQUIRY’
On the next screen you will see a selection of Profiles to choose from and an ‘End Expiry Date’ Calendar.
PROFILE: By clicking on the down arrow you can choose individual profile or select ‘ALL’. This will show all or the selected profiles outstanding, due or pending approval compliance items.
END EXPIRY DATE: By clicking in the space beside the small calendar icon you can select the date you want to view up to. Any thing before this date will be produced in the report.
Eg. If a builder wanted to see all compliance items due to expire before June 30, they would enter July 1.
Once you have selected the profile and date, click on the green [Filter] button.
Your report will be generated.
Our report shows that Demo_worker1 compliance items, neXtrack Training and RCS Dust Control Plan will expire on 30th June 2024.
These results can be downloaded as a CSV File, a PDF File or you can copy the data.
Viewing data in CSV File:
Viewing data in PDF File:
Viewing as Copy to Paste:
