Export your dashboard

Your dashboard is located on the homepage, with live charts giving overviews of your registers and showing where you may need to focus some attention.

You can get this out of the system at any time, if you would like to use this for reporting.

1. If you’re not already on the homepage, click the Home tab to display your dashboard.

2. Click the PDF icon in the top right.

This will open a PDF version of your dashboard in a new tab.

3. Hit Ctrl + S or click the Save icon to download this as a PDF file – this may appear differently depending on your web browser.

TIP: Export your dashboard at set periods if you would like to compare how you’ve been getting on. Have you been adding compliance comments against each piece? Have you reduced your percentage of red and amber traffic lights?