Audit & Reporting

Walk into an audit with confidence

See compliance status at a glance, review document history per requirement and export summaries when accreditation or internal reviews come around.

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Compliance reports

Staff status breakdown, missing documents, expiring credentials and task completion — export to CSV, Excel or PDF on eligible plans.

Document history

Full submission, approval and waiver history per requirement. Know who did what, and when.

Sensitive actions logged

Document views, downloads and key actions are recorded in an append-only audit log on the backend.

Advanced analytics

Practice Plus plans include role, location, gap and at-risk breakdowns for growing teams.

Export options

Reports when you need them — not days of spreadsheet work

Compliance exports unlock when you subscribe to a paid plan. Audit pack export is available on Practice Plus and above.

Compliance status dashboard
CSV and Excel export (Practice plan+)
Audit pack export (Practice Plus+)
Document submission history per staff member

Frequently asked questions

Which reports are included in the free trial?: The trial includes core compliance tracking and in-app status views. Full CSV/Excel export, custom templates and audit pack export unlock when you subscribe to a paid plan.
What is an audit pack export?: Audit pack export is available on Practice Plus and Multi-location plans. It provides a comprehensive export of compliance evidence and history suitable for accreditation or internal audit reviews.
Can I see an audit log in the app?: Sensitive actions are logged on the backend with an append-only audit trail. Compliance and document history per requirement is visible in the app; a dedicated audit log browser is not currently exposed in the customer UI.

Starter templates help you organise staff compliance and operational tasks. They do not replace your organisation's legal, employment, clinical, accreditation or regulatory obligations. Your organisation is responsible for checking and maintaining its own requirements.

Ready to stay audit-ready year-round?

Compliance reports and exports grow with your plan.

Compliance status dashboard
Export on paid plans
Document history per requirement

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Frequently asked questions

Which reports are included in the free trial?

The trial includes core compliance tracking and in-app status views. Full CSV/Excel export, custom templates and audit pack export unlock when you subscribe to a paid plan.

What is an audit pack export?

Audit pack export is available on Practice Plus and Multi-location plans. It provides a comprehensive export of compliance evidence and history suitable for accreditation or internal audit reviews.

Can I see an audit log in the app?

Sensitive actions are logged on the backend with an append-only audit trail. Compliance and document history per requirement is visible in the app; a dedicated audit log browser is not currently exposed in the customer UI.