Tips & Tricks - Reporting on Policy Manager with Custom Views

Would you like to see a report with the list of users who have not signed or accepted a policy that you have previously sent out? 

You can create a custom view using the filters for the Policy Manager app. Easy way to see which users have accepted or declined a policy.

1. In the left side navigation, click Users > New View

2. In the View Designer, name your view and then select Add Filter

3. Select  Application filters in the section on the left

4. Find your policy and select the Status option. 

5. Next you can select Accepted to see all the users that have signed and accepted the policy. If you are looking to see which user has not signed or accepted the policy, select accepted and then select the Exclude Selected box at the bottom. 

6. Click  Save Selection.

You can also add a column within a Custom View that includes the user’s status of a Policy.

Select the Columns tab in the View Designer of your Custom View. Here, you can add, delete, and/or change the order of columns. 

To add a column that includes the status of a Policy: 

1. Expand the dropdown box under Add Column. 

2. Scroll down to the App: Policy Manager section and find the title of your Policy. 

3. Select the Status option.

4. Select Save when you are finished customizing your Columns.

You will notice your newly created view living under Users > Custom Views in your left navigation. Now you can quickly and easily keep track of the users who need to sign and/or accept a Policy.

Do you see this tip benefitting your district?