Compliance reports give you a snapshot of your facility's performance against Ngā Paerewa standards. This guide covers how to generate, read, and export them for audit preparation.
Good to know
You'll need manager-level access to generate compliance reports. Reports pull data from all modules — care plans, incidents, medication, training, and policies.
Navigating to Reports
1
Open the Reports Section
From your dashboard, go to the "Reports" section in the sidebar. Select "Compliance Reports" from the dropdown menu. You'll see a list of available report templates including Ngā Paerewa, Medication, Incident, and Training reports.
Screenshot: Reports dashboard with template list
Selecting Your Parameters
2
Configure Report Parameters
Choose a date range for the report. For audit preparation, select the full period since your last audit. You can filter by specific standards or include all Ngā Paerewa domains. Additional filters include care level, department, and staff member.
Screenshot: Parameter selection with date range picker
Compliance Note
For Ngā Paerewa audits, generate a report covering at least the 12-month period since your last audit. Auditors may request evidence across all domains.
Generating the Report
3
Generate and Review
Click "Generate Report." The system will compile data from care plans, incident records, staff training, and policy acknowledgements. Large reports may take a minute to process. You'll see a progress indicator while the report is being built.
Screenshot: Report generation progress and results
Best Practice
Review the generated report before exporting. Red flags and gaps are highlighted — address these before your audit to demonstrate proactive compliance.
Exporting
4
Export Your Report
Use the export button in the top-right corner to save as PDF (for printing or sharing with auditors) or Excel (for further analysis and custom filtering). Reports include executive summaries, detailed breakdowns, and trend charts.
Screenshot: Export options with PDF and Excel buttons
Compliance report overview with status indicators
Figure 1: Compliance report showing Ngā Paerewa domain scores with red/amber/green status indicators
Frequently Asked Questions
We recommend generating reports monthly to track ongoing compliance, and a comprehensive report before each audit. The system can be configured to auto-generate reports on a schedule.
Yes. Go to Reports → Settings → Scheduling to set up automatic report generation. You can schedule daily, weekly, or monthly reports and have them emailed to designated recipients.
Reports pull data from all modules: care plans, incident records, medication administration, staff training, policy acknowledgements, and risk assessments. The data is aggregated and scored against Ngā Paerewa standards.
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