Generating an Agreement Log Report

The Agreement Log tracks when users are sent systems, policies, or training and confirms they have acknowledged and agreed to them.

When a user clicks the Agree button on a system or policy, this action is recorded in the Agreement Log.

Steps to Generate an Agreement Log Report

1. Open Settings

• Click your profile image
• Select Settings

2. Go to Reports

• On the left menu, click Reports
• Select Agreement Log

3. Choose Content Type

• Select one of the following:
  • Systems
  • Policies
  • Training
• Example used: Systems

4. Select Items to Include

• Use the search bar to find items
• Or select:
  • Individual systems
  • Subfolders
  • Entire folders (e.g. Administration folder)

5. Generate Report

• Click Generate Report
• View results showing:
  • Status
  • System title
  • Owner / secondary owner
  • Last updated date
  • System agreement log

6. Review Agreement Status

• Open the agreement log icon for each system
• Check user list:
  • Yes (green) = user has agreed
  • No = user has not signed off

7. Understand Key Difference

• Agreement Log: Shows all users per system and their agreement status
• Member Sign-Off: Shows all items signed off by a specific user

8. Export Report

• Click Export Report
• Downloads an Excel (.xlsx) file to your computer