Data-Driven Compliance Management

You can’t manage what you can’t measure. PolicyTrak’s comprehensive reporting and analytics give you complete visibility into your compliance program—from acknowledgment rates to policy coverage, location compliance scores to trend analysis.

Dynamic Report Builder

Create Custom Reports in Minutes

Build exactly the reports you need with PolicyTrak’s flexible report builder:

Drag-and-Drop Columns — Select and arrange the data fields you want to see.
Custom Filters — Filter by location, policy category, date range, employee status, and more.
Grouping Options — Group data by location, department, policy type, or custom criteria.
Save & Reuse — Save report configurations for quick access to frequently needed data.

Pre-Built Report Templates

Get started quickly with ready-to-use report templates:

Acknowledgment Status Report

See who has and hasn't acknowledged each policy.

Policy Coverage Report

Identify which locations have which policies assigned.

Compliance Score Report

View overall compliance metrics by location.

Overdue Acknowledgments

List all employees with past-due acknowledgments.

Version History Report

Track all policy changes over a specified time period.

Scheduled Distribution

Automate Report Delivery

Set up reports to run automatically and deliver to stakeholders:

Scheduled Runs — Configure reports to run daily, weekly, or monthly.
Email Distribution — Automatically email reports to specified recipients.
Multiple Formats — Receive reports as PDF, Excel, or CSV attachments.
Conditional Delivery — Only send reports when certain thresholds are met (e.g., compliance below 90%).

Visual Dashboards

See Your Compliance Status at a Glance

Interactive dashboards provide instant visibility:

Compliance Scorecards — Visual indicators showing overall compliance health.
Trend Charts — Track compliance metrics over time to spot patterns.
Location Comparisons — Compare performance across locations.
Drill-Down Capability — Click any metric to see underlying detail.

Export & Integration

Get Your Data Where You Need It

PolicyTrak makes it easy to share compliance data:

One-Click Export — Export any report to Excel, CSV, or PDF with a single click.
API Access — Programmatic access to compliance data for integration with other systems.
Audit Packages — Generate comprehensive documentation packages for regulatory audits.
Historical Archives — Access historical reports and snapshots for trend analysis.

Ready to get started?

Start using PolicyTrak quickly and easily with either managed or self-service plans. Click below to gain complete visibility into your compliance program.

Reports & Analytics