There are several default reports available on Sign In Central Record, depending on which features you have enabled and the type of establishment you are.

This includes only Active Profiles and Inspector Ready Fields by default and is designed to be used as your Single Central Record for Inspection purposes.

A separate Report will show below this for Trusts to also include the Central Team.

A Report showing Staff who are due to start from tomorrow onwards.

A Report showing Staff who have left before today.

A Report showing all Profiles that have a Late Date Warning (a date within a field that is later than the person's Start Date)

A Report showing all Profiles with upcoming, due and overdue DBS Renewal dates.

A list of all Profiles that have missing data.

A list of checks coming up for expiry against a Profile.

A report showing all Profiles that have at least one check with an expired date.

A report showing a list of sign-offs, their notes, and any attached documents.

Shows a list of incidents logged to the Organisation. (Only available if you have the Incident Tracking feature enabled)

The Upcoming Expiration Dates Report will show you live, up-to-date, colour-coded lists of your Expiration Dates.

The Report will show the Staff Member's name, Profile Type and which check is expired/expiring.

You can filter this Report by Profile Type and Tag by using the filter bar along the top of the Report:

On the left-hand side of the Report, you can choose from:

You can open a Profile Page directly from this Report by clicking on the Profile from the list.

When you export this Report to Excel, the expired and expiring checks will be displayed on separate tabs.

We have recently updated this report so that you can also add your own customised date ranges. For example, if you would like a report that shows any training due, 6 months in advance.

Firstly, make a duplicate copy of the default report as below:

Scroll down and click 'View' to open your copy:

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You will be presented with a blank report:

Click the drop-down options to create a group of your choice. In the below example, I have selected to view any expiry dates expiring exactly or earlier than in 6 months' time:
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Then select 'Add Group' to be presented with a list of profiles that match this criteria:

You can filter the report further by using the 'Select Fields' option at the top of the report. In this example, I have used my 'DSL Training Completed Date' field to filter what I'd like to see on the report:
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You can add as many groups as needed, by clicking the 'Edit' button on the left-hand side of the report to add further groups. Once you have added your additional groups, click 'Finish Editing':

You can filter this report further if needed by using the filter bar at the top, where you can filter by profile type, tag, and rating:

You can also use the 'Edit' button in the top right-hand corner of the report to change the Name, Description, who the report is shared with, and whether you would like to include central team profiles if you are part of a federation/trust:
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The Expired Dates Report will show you a list of any Profiles that have expired check dates.

The Report will display any check/field that has an expiry date validation rule as a separate column:

All columns will be displayed for every Profile.

You can filter this Report by Profile Type and Tag by using the filter bar along the top of the Report:

Report Key

The Incomplete Profiles Report is a full list of all Profiles on your SCR that have missing data:

The Report will show you the Profile Name, Section and exactly what data is missing.

You can filter this information by both Profile Type and Rating by using the "Filter By" drop-downs at the top of the Report:

This Report is also useful for identifying trends in missing data in order to improve processes around checks and data collection.

The DBS Renewal Due Report will show you a live, up-to-date, colour-coded list of your DBS Renewal Dates.

This Report has AutoSave turned OFF by default and it can't be switched on. This means that any edits made to this Report won't be saved for the next time you open it. They will still Export to Excel.

If you want to save a customised view of this Report, you will firstly need to Make a Copy of it.