As an Admin or Security Manager, it is important to be able to identify a group of employees/items based on certain criteria and export this information in a view that is user friendly. Compliance allows for you to export information to a CSV for personal use or to provide to executives and/or employees. Outlined below, we show you how to build a report and export the information to a CSV.
In the web portal, proceed to the item you would like to report on. These items include:
People
Reportable Information
Training Status
Visit Requests
Assets
Badges
Contracts
Facilities
2. Create one or more filters to identify the specific records you'd like to report on. For example, if you wanted a report on People with a specific CAGE Code and an Eligibility of Confidential, the steps are:
Click the People icon in the left side panel.
Select the filters icon and create these filters:
Cage Code Filter > Select your CAGE Code(s)
Eligibility Type Filter > Confidential
2. Once you have the identified the population, select Export CSV in the top-right corner.
The CSV file will be generated and saved to your Computer. This report will provide you a more detailed view of the population you wish to view. You can now use this information to stay organized, reach out to employees, provide to Management or keep on file.
