This article will show how to create reports for Requirements.


Required access:

You will need the Requirements Administrator access level.


How to get there:

  • Go to Admin > Member Management
  • Go to Requirements Manger


Steps to be taken:

  1. Click on the Reports tab
  2. Choose the type of report you would like to see like No Requirements Assigned.
    • Completed All Requirements - Accounts that have completed all of their requirements.
    • No Requirements Assigned - All accounts that do not have any requirements assigned.
    • Not Completed All Requirements - Accounts that have not completed all of their requirements.
    • Requirements Detailed Report - Amount required and completed for each requirement assigned to accounts.


3. Choose a Period Span

4. Filter your report by Access Group, Position or Status.

5. Submit

6. You will see the report generate a list of members from your query (No Requirements Assigned for Actives). You can click on the Excel icon to export this report to Excel.