The goal of Blissbook's Reporting Center is to help you quickly understand the compliance status of different groups of employees, and give you the data and tools you need to improve that status as needed.

Compliance is all about managing risk. Employee handbook and policy risk ramps up based on different combinations of how an employee has interacted with your content:

Timing also comes into play. Did they look at their handbook last week or 5 years ago? Did they sign the latest acknowledgement form signature request or did they sign 3 years ago?

The data we surface is meant to help you assess risk for each employee and help you defend your organization as needed due to lawsuits, audits, and unemployment hearings.

We do this with three separate reports (plus your own custom reports).

Our Reporting Center offers 3+ views you can choose from a dropdown.

This view is most useful for reporting on employees across multiple documents. You can quickly assess which employees have work to do within a segment or across your organization, and you can filter by criteria like "last hired."

Look for the encircled red x on the left. If you see it, that employee has something to sign. You can click anyone's row for details.

This view gives more detailed information about an employee's relationship with any specific document. You'll see a grid of all audience members for the select document with answers to the 3 questions (see above) in each row. Again, click someone's row to see more details, to print a signed acknowledgement, to view that person's version of the document, and more.

On the left, you can see a summary of how you're doing overall. Above the grid, click + Add a filter to customize your view based on employee data – see Advanced Filtering below.

And above the grid on the right, click the table icon to choose which columns to include or exclude:

You've got a couple of different options:

For those with permission to contact employees: If you're missing documentation for someone (e.g. they haven't viewed/signed), Blissbook will help get it. Click that person's row to open their details panel, and look for the 1-Click button in their Actions dropdown:

You can also send reminders in bulk to all audience members with an outstanding task. Filter the report to show the people you want to receive a reminder, then click the Send Reminders button above the grid on the right:

You'll be able to customize the email in the drawer that opens; then you can send it! Psst, if you want to make it really easy, set up Automated Reminders.

For users with elevated permissions, there are a few document actions you can take on this Document view as well. Check out the Document Actions dropdown in the top right corner:

This view gives you a summary of all the managers in your organization. You can easily spot any areas of concern and see which direct reports of each manager are not meeting compliance standards. You can also send reminders to those who need to catch up.

After you filter your employees and audience members using Advanced Filtering and customize the columns, you might want to save the report for quick access in the future.

Click the + Save as New Report button at the top of the page:

Your saved reports will live in the Compliance by... dropdown. You and any other team members with reporting access can check 'em out there.

You can drill into the details of any audience member's documentation. Here's Andy Dwyer's:

From here, you can view, export, or print all kinds of things:

Is there another type of documentation you need to pull? Let us know.

This feature set makes it simpler than ever to search for a specific person or group of people within the reporting center.

Categories available for filtering include Compliance Status, Employee ID, Full Name, Email, Last Hired, Groups, Due Date, Last Signed, Last Viewed, Last Notified, and Archived Employees. This range ensures you have all angles covered, providing a comprehensive view of your documentation landscape.

To get started with Advanced Filtering, simply look for the "Add a Filter" option located at the top of the list, or beside the document title.

Let us know if there's something missing that you'd like to see in our reporting.