A compliance documents report allows you to easily track the currency of your vendor's licenses and insurances, as well as track your organisations validation of these documents in one central location. Felix allows you to search your vendor's compliance documents and filter the results to generate a custom report that suits your needs.

Compliance document reports can be customised to include documents of a specific type, document status, validation outcome, and/or expiry date. You can also generate reports based on the status of the vendors, the panels they are registered against or by using a specific keyword.

To generate a compliance documents report:

1. Navigate to Reports > Compliance Documents from the main menu.
2. (Optional) Use the Quick search field to search for a specific keyword.
3. (Optional) Click the Show Filters button to unfurl the filters menu.
4. (Optional) Update the dropdowns as required and click the Apply Filters button.
5. Click the Actions button at the top right corner.
6. Click Download CSV.

 

NOTE: Your report will be generated as per the filters you have selected. You can generate a report of all compliance documents by following the steps above without applying any filters.

TIP: You can quickly view further details about a specific compliance document by clicking on the relevant entry in the list.