Reports & Analytics Dashboard

PolicySuite's analytics dashboard turns raw compliance data into actionable insights. Whether you need a quick snapshot of policy coverage for a board meeting or a detailed gap analysis for an upcoming audit, the dashboard gives you the numbers and the context behind them.

1. Analytics overview

Navigate to Analytics in the left sidebar to open the dashboard. The overview page displays three key metrics at the top:

• Policy coverage — the percentage of employees who have acknowledged all policies assigned to them; a quick indicator of overall compliance health
• Distribution funnel — a visual breakdown of policies sent, opened, and acknowledged across all active distributions
• Acknowledgement trends — a line chart showing acknowledgement completions over time, helping you spot patterns (e.g. Monday mornings tend to have higher completion rates)

Each metric card is clickable — selecting one drills down into a detailed view with per-policy and per-employee breakdowns.

2. Compliance dashboard

The compliance tab provides a framework-centric view of your organisation's readiness. Key features include:

• Framework coverage percentage — for each tagged framework (ISO 27001, SOC 2, GDPR, etc.), see how many required control areas have corresponding published policies
• Gap analysis summary — identifies control areas where you have no policy coverage, helping you prioritise which policies to create next
• Coverage trend — tracks how your framework coverage has improved over time as you publish new policies and complete distributions

The gap analysis is particularly useful before audits. You can click any gap to see the specific control requirement and jump directly into the template library to find a matching policy template.

3. Distribution analytics

The distributions tab breaks down performance metrics for every distribution you have sent:

• Send rate — the number of magic link emails successfully delivered versus bounced
• Acknowledgement rate — the percentage of recipients who have opened and acknowledged each distributed policy
• Completion trends — a timeline view showing when acknowledgements came in, useful for understanding how quickly employees respond after a distribution is sent
• Overdue tracking — distributions where the acknowledgement deadline has passed with incomplete responses are flagged, with a list of employees who have not yet acknowledged

You can click into any individual distribution to see a per-recipient breakdown, including the exact timestamp of each acknowledgement and any reminder emails that were sent.

4. Exporting reports

Every analytics view in PolicySuite can be exported. Click the Export button in the top-right corner of any dashboard tab and choose your format:

• PDF — a formatted report suitable for sharing with executives, board members, or auditors; includes charts, tables, and your organisation's branding
• CSV — raw data export for further analysis in spreadsheets or BI tools; each row represents one data point (e.g. one employee-policy acknowledgement pair)
• Excel — a structured workbook with separate sheets for summary metrics, detailed data, and charts; ready to share without further formatting

Exports respect the currently applied filters and date range, so you can generate targeted reports for specific time periods or policy categories.

5. Date range filtering

Use the date picker at the top of the analytics dashboard to adjust the time window for all metrics. Pre-set ranges include:

• Last 7 days — ideal for weekly check-ins and identifying recent activity
• Last 30 days — the default view, covering a full month of compliance data
• Last 90 days — useful for quarterly reviews and trend analysis
• Custom range — select any start and end date for bespoke reporting periods, such as financial quarters or audit windows

When you change the date range, all charts, metrics, and tables on the page update in real time. The selected range is also applied when you export a report.

6. Sharing reports with stakeholders

PolicySuite makes it straightforward to share compliance data with people who may not have a PolicySuite account. After exporting a report, you can:

• Attach the PDF or Excel file to an email directly from your mail client
• Upload the export to a shared drive or document management system for auditor access
• Use the compliance dashboard's Share button to generate a read-only link that expires after 7 days — useful for giving auditors temporary access to live data without creating an account

Shared links are logged in the audit trail, so you have a record of who accessed compliance data and when.

Related Articles

• Audit Trail & Reporting
• Tracking Policy Acknowledgements
• Compliance Calendar & Review Scheduling