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Running your first compliance report

5 min read

Compliance reports give you a snapshot of your facility's performance against Ngā Paerewa standards. This guide covers how to generate, read, and export them.

Navigating to reports

From your dashboard, go to the "Reports" section in the sidebar. Select "Compliance Reports" from the dropdown menu. You'll see a list of available report templates.

Selecting your parameters

Choose a date range for the report. For audit preparation, we recommend selecting the full period since your last audit. You can filter by specific standards or include all Ngā Paerewa domains.

Generating the report

Click "Generate Report." The system will compile data from care plans, incident records, staff training, and policy acknowledgements. Large reports may take a minute to process.

Exporting

Use the export button in the top-right corner to save as PDF (for printing or sharing) or Excel (for further analysis).

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