Report Library
Everything Auditors Need. Instantly.
Our reporting engine pulls together staff records, certifications, and compliance metrics into clean, professional reports — formatted to match what licensing agencies and MCOs expect.
Staff Compliance Report
Course-by-course completion status for every staff member — exportable in seconds.
Agency-Wide Dashboard
Live compliance posture across all sites, roles, and waiver programs.
Certificate Registry
All certificates in one place with issue dates, expiration dates, and CEU hours.
Policy Acknowledgment Log
Signed acknowledgments for every policy — with timestamps and version history.
Audit Trail
Every action logged — completions, logins, downloads, and acknowledgments.
Incident Training Correlation
Link incident trends to training gaps — and prove remediation with documentation.
Field Guide
What Surveyors Ask for in the First Hour
Most surveys open with a document request — often with a 1–2 hour deadline. Score yourself: could you produce each of these right now? Tap to check off what you're confident about.
Anything you couldn't check with confidence is exactly what the platform's one-click reports are built to produce — organized by staff member, the way surveyors want it.
Proactive Compliance
Proactive compliance monitoring — not reactive scrambling
Don't wait for audit day. Our platform continuously monitors compliance status and alerts you when certifications expire, training falls overdue, or state requirements change — so you're always ahead of the curve.
- Automated 30/60/90-day alerts before credential expiration
- Overdue training notifications pushed to staff and supervisors
- Gap analysis by role, location, waiver program, and individual
- State regulation updates automatically reflected in required training lists
- Compliance score dashboard for leadership visibility at a glance
Survey Preparation
Built for state surveyors and MCO auditors
When the surveyor walks in, you're ready. Our reports are formatted to match what licensing agencies and MCOs expect — saving hours of frantic documentation gathering on audit day.
- Staff-by-staff completion matrices with date and score details
- Certificate verification records with CEU hours and accreditor info
- Policy acknowledgment history with electronic signatures
- Incident response training correlation reports
- Multi-site rollup for organizations operating across locations
- Export to PDF or CSV in under 5 minutes
How It Works
From Data to Audit-Ready in Minutes
Data Captured Automatically
Every completion, certificate, and acknowledgment is logged in real-time as staff engage with the platform.
Organized by Staff & Role
Data is automatically structured by individual, role, location, and program — no manual organization needed.
Gaps Flagged Instantly
Missing training, expired credentials, and upcoming deadlines are highlighted automatically on your dashboard.
Reports Exported in Seconds
Generate surveyor-ready reports for any time period, staff group, or compliance area with a single click.
90%
Time Saved on Audits
100%
Documentation Coverage
< 5 min
Report Generation
50
State Formats Supported