How do admins view the "In Good Standing" report?

As an admin it is helpful to have a view of all your organizations and the status of their compliance forms. You can do this through the Compliance Reports section. This view is also known as the "In Good Standing" report. To access this report go to Compliance Manager. Select View Compliance Reports, then Compliance Reports.

Accessing the Compliance Reports

From the toolbar, select Compliance Manager and View Compliance Reports. From the Reports list, select Compliance Report.

Viewing the Compliance Report

The report lists all organizations and gives the status of each form that was selected to be shown on the compliance report and the date it was submitted.

Columns

  • In Good Standing - Organizations "in good standing" are marked with a blue check mark. To be "in good standing," required forms must be submitted and approved. For more information on designating which forms are required for "in good standing," see How do I create District Compliance Forms?
  • Status - Each form has a status column. The status can be Submitted, Awaiting Approval, or Approved.
  • Submitted - This is the date the form was submitted.  

Change Year button - You can use this button to view reports from a previous year. Note that the In Good Standing designation is only for the current year.

Filter - You can filter by organization name or "in good standing" status.

Export - Click the download icon to export your data into a .csv file.

 

Questions? Contact Givebacks Support.

 

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