Reports and exports
Download the register and what's expiring as CSV, see front-desk sign-ins and export the evidence PDF.
1 min readLast updated
Applies to: Core (every organisation) · School admin, School staff
Reports (in the menu for every kind of school; clubs, charities and peak bodies find it under Compliance) shows a summary of your register and lets you download it. CSV files open in Excel or Google Sheets.
What's on Reports
- Summary: how many are Compliant, Expiring or in review, Non-compliant, Invited and Declined, as of today.
- Register CSV: everyone on your register with email, phone, trade, category, status, next expiry and requirements met.
- Expiring CSV: approved documents expiring within the window you choose (30 days, 60 days or 90 days), and those already expired, with days left.
- Expiring and expired: the same list on screen, linked to each file.
- Front-desk sign-ins (where your school uses the front desk): the latest sign-ins, with the result at that moment (Cleared, Not cleared or Let in by override).
- Evidence pack card (school admins and roles allowed to export evidence): choose From and To and select Export PDF for every provider's status, requirements met, next expiry and front-desk sign-ins in one PDF. Each export is numbered.
Export the register as you've filtered it
- Step 1: Open the register and filter it (status, category or search).
- Step 2: Select Export CSV. The button shows how many rows you'll get when a filter is on.
Limits
- Up to 30 downloads in 10 minutes for each person.
- If your school requires two-step sign-in, complete it before downloading.
Every export is recorded in your audit log, with who, when and which filters.