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Use Reports to prepare a summary for your team, leadership, or a review. Reports summarize completion in ClearPolicy; they do not establish legal compliance. Who can use Reports: owners and administrators. Group Managers review progress inside assigned groups instead.

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Choose a report

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Outstanding People report

  1. Open Reports → Outstanding People.
  2. Filter by status, group, document, or search.
  3. Expand a person to see which documents need action.
  4. Review reminder activity or open a request’s activity to decide on follow-up.

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Document compliance report

  1. Open Reports → Document Compliance.
  2. Select a document or All Documents.
  3. Filter by status or search for a person.
Results show document completion, last completion dates, and renewal dates where applicable. An all-documents export includes the document name.

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Group compliance report

Open Reports → Group Compliance, select a group, and filter by status. Review each person’s overall result and their per-document statuses within that group.

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Single-person compliance report

Open People, select a person, and click Print on their Documents tab. The report includes document statuses, completion progress, average response time, and request history. Click Print to open a print-ready view. Use your browser’s print options to print or save as PDF. The report includes matching results without pagination, plus the organization and generation details.

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Export to CSV

Click Export CSV on an organization report to download all results matching your current filters, not just the visible page.
  • Outstanding People: people and their outstanding documents.
  • Document Compliance: person, document where relevant, status, last completion, and renewal due.
  • Group Compliance: person, overall status, and per-document statuses.
Check the selected group, document, and status filters before sharing the export.

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Need the signed document itself?

A report is a summary. For a person’s signed document and certificate, or uploaded paper evidence, use download records.
Last modified on September 26, 2026