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Overview of the systemHUB Reports Feature

The Reports section allows you to generate reports for your systems, policies, and training, helping you track activity, agreements, and team engagement with your documentation. In this video, we’ll walk you through where to find these reports and how to generate and export them.

 

1. Navigate to Reports

  • Click Settings.

  • Select Reports from the menu on the left.

2. Select the Report Type

Choose the report you want to generate:

3. Choose What to Report On

  • Select whether the report is for a System, Policy, or Training item.

  • Use the search bar to find a specific item, or

  • Use the checkboxes to select folders or groups of systems.

4. Generate the Report

  • Click Generate Report.

  • The report will appear in the reports list.

5. Export the Report

  • Click Export.

  • Choose where you'd like to save the file.