Reporting - User Compliance Overview - Mitratech Success Center

Introduction

This guide is an overview of the Compliance Overview Report, which can be accessed from the Users area in PolicyHub. This report allows you to generate a compliance report for all employees (depending on the group folder structure) or for a particular group or individual user. The reports lists all items published to the relevant employee(s) and their compliance status for each publication.

Accessing the Report

Go to the Users menu item in the left-hand column:

Right click on either the top level folder (to report across all employees) or on a sub-folder (to report on a particular group of employees) or on an individual user:

Select Reporting > View compliance overview report for this group:

Across all dates will include all publications sent to the group
For a specific date range will only include publications sent between the start and end dates you provide
The report will be generated and list all publications sent to the Inbox for the selected group:

Default Filters

Clicking on Filters in the top right-hand corner will show the default filters that are configured for the report:

Filter	Options	Default Selection	Description
Publication Status	In Progress Completed Retracted Recalled Error	In Progress Completed	Filter the report based on the status of publications – for example, you might only want a list of those publications which are still in progress and the deadline hasn’t passed yet
User Status	Active Inactive Disabled	Active	Report will default to only show active users in PolicyHub. Use this filter if you want to run a compliance report on any inactive or disabled users.
Date Sent From	Pick from a calendar	None	Filter the report based on a date range (from) that publication(s) were sent on
Date Sent To	Pick from a calendar	None	Filter the report based on a date range (to) that publication(s) were sent on
Date Actioned From	Pick from a calendar	None	Filter the report based on a date range (from) that users acknowledged the publication(s)
Date Actioned To	Pick from a calendar	None	Filter the report based on a date range (to) that users complied/attested to the publication(s)
Compliance Only	Yes No	Yes	Report defaults to only show those publications that were sent to the Inbox for acknowledgement. Use ‘No’ to report on those publications which were sent to direct to library.

Additional Filters

The following filters can be added to the report by clicking on the green plus :

Filter	Options	Description
Date Actioned	Pick from a calendar	Filter the report on a specific date that the users acknowledged the publication(s)
Publication	List of publications	Use this filter if you want to report on just one, or a specific set of, publications
Recipient	List of users	Use this filter if you want to report one just one, or a specific set of, recipients using their name
Compliance	Complied Not Complied In Progress	This filter allows you to report on the specific compliance status for each publication. For example, you might only want to list those publications that the users did not acknowledge in the required deadline (not complied).
Date Sent	Pick from a calendar	Filter the report on a specific date that publication(s) were sent
Email Address	List of user emails	Use this filter if you want to report one just one, or a specific set of, recipients using their email address
Library Item	List of library items (documents, tests, questionnaires)	Use this filter if you want to report on just one, or a specific set of, library items
Status	Document Read Not Completed Not Read Questionnaire Taken Test Failed Test Passed	This filter allows you to report on the current status of the library item(s) in the publication(s).
Version	Enter a number	Use this filter you want to report on a specific version of the library item(s) in the publication(s)

Operators

Depending on the filter chosen, you can change the operator using the cog :

Operator	Type	Description
Equals	Equivalence	Type in the exact value the field needs to match
Equals (Select)	Equivalence	Choose one from the available list of options
Equals (Multiple)	Equivalence	Choose multiple from the available list of options
Doesn’t Equal	Equivalence	Type in the exact value that the field must not match
Doesn’t Equal (Select)	Equivalence	Choose one from the available list of options to not search against (i.e. search against all the non-selected options)
Doesn’t Equal (Multiple)	Equivalence	Choose multiple from the available list of options to not search against (i.e. search against all non-selected options)
Like	String	Type in text that must be contained in the field value but does not need to be an exact match
Begins With	String	Type in text that the field begins with
Ends With	String	Type in text that the field value ends with
Isn’t Like	String	Type in text that is not contained in the field value
Is Less Than	Comparison	Type in a numeric value which the search results need to be less than
Is Greater Than	Comparison	Type in a numeric value which the search results need to be greater than
Between	Comparison	Type in two numeric values that the search results must be between
Isn’t Between	Comparison	Type in two numeric values that the search results must not be between

Fields

Clicking on Fields in the top right-hand corner will show the default columns that are shown on the report:

The fields listed in the right-hand box are the columns that are already on the report. The fields in the left-hand box have not yet been added to the report.
To add and remove fields from the report, click the checkbox next to the field and click the appropriate directional arrow (to either add or remove it from the report).
Those fields with a red pin next to their name cannot be removed from the report.