The Reporting section is where you turn your raw data into powerful insights. Organising your compliance and operational data through these tools allows you to answer key business questions, from identifying training gaps to preparing detailed evidence for an audit.

This guide covers:

• Checking compliance at a glance with the Skills Matrix.
• Identifying workforce gaps using the Training Needs Analysis.
• Preparing detailed attainment lists for internal or external audits.
• Verifying site-readiness for specific jobs or worksites.
• Exporting comprehensive contact and asset lists.
• Automating your reporting via the Scheduled Reports feature.

Your data is now a strategic asset, providing clear visibility across your entire operation.

💡 Power User Insight: Use the Scheduled Reports feature to put your most critical compliance checks on autopilot. By having an “Expiring Skills” report delivered to your inbox every Monday morning, you can identify and resolve potential site-access issues before they impact your weekly schedule.

User Guide Description

Managing Tags allows you to organise contacts into specific groups, ensuring your database remains structured and easy to navigate. Creating these labels in your central library provides a consistent framework for filtering your workforce and fleet, making targeted communication a breeze.

This guide covers:

• Creating a new Tag within the central Tags Library.
• Naming and saving your custom labels for system-wide use.
• Organising contacts with relevant, searchable labels.
• Sending targeted bulk emails or SMS messages to specific groups.

Your contact directory is now primed for rapid, precise communication.

💡 Power User Insight: Use Tags to identify specific project cohorts or emergency response teams. This allows you to use the bulk messaging feature to send critical site updates only to the relevant personnel, reducing notification fatigue across the broader workforce.