Reports

Compliance Tracker 365 reports provide detailed tracking information for all targeted content stored in SharePoint.
Each document or page is displayed with a Compliance Status, helping managers monitor engagement and compliance.

✅ Compliance Status

Depending on the report type, the Compliance Status for each file/person combination will be one of the following:

📑 Statuses in Compliance Reports

Compliance reports process data to determine who has read and who still needs to read targeted content.
Each document (or page) has a one-to-one status per individual:

  • Compliant → The individual has read the current document. (See Tracker Types for reading options.)
  • Non-compliant → The individual has never read the document.
  • Non-compliant by date → The individual has read the document, but it must be reread. (See Refresher Days.)
  • Non-compliant by version → The individual has read a previous version, but not the current one. (See Version Number.)
  • Revoked → The read has been revoked via the Recent Reads view.
📑 Statuses in Non-Compliance Reports

Non-compliance reports show read and view results, indicating which documents have been accessed:

  • Read → Shows when the person first read a version of the document.
    • The read date may correspond to a previous version.
  • View → Shows when the document was last viewed.
    • Views are only recorded if the person has been looking at the document for more than a few seconds.

⚠️ Note: Reads and views are only captured when documents are accessed via the My Reads web part or CT365 PnP Modern Search templates.
(See Usage Analytics vs Compliance Reports for more details.)

🔎 Data Source

  • Reports leverage SharePoint Search as the data source.
  • There may be a delay in processing read data due to background indexing.

📐 Report Layouts

Report data is processed using a pivot control and can be displayed as:

  • Standard tables
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  • Heatmaps
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  • Charts

Data can also be exported to CSV for advanced reporting in Power BI.

🔗 Creating Report Links

  • Once a custom report is saved, a link can be generated using the link icon.
  • Save the link as a browser favorite or add it to site navigation for quick access.

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⚠️ If you see Report not found:

  1. The report may have been renamed.
  2. To update, go to:
    • Manage > Setup > App > Update standard reports and settings
    • Reconfigure as a Site Owner
    • Then click the link in the home page header to configure.

📊 Generating Excel Reports

  • Use the Excel icon next to Select report data to generate a rich Excel report.
  • Excel file size limit: 100 MB
  • Stay on the page while the report is generated — interruptions may cause failures.
  • If you see an error, simply try again.