Marshall JonesMarshall Jones, Director of Managed Services Development

One of the most frequent requests I hear about reporting in NetComply is “I wish there was a way that I could schedule all of my reports for my auditors at the same time, rather than having to run them one by one.” If you’ve ever thought this before, you’re in luck. In the new version of NetComply, you can bundle reports together into Report Sets. A Report Set is just a grouping of reports that can be scheduled to run at any time, reoccurring or just once, and will be delivered together to your email.

Creating Report Sets is actually very easy and I strongly encourage you to setup and schedule Report Sets for your board meetings, tech committee meetings, audits, or any other time you need multiple reports to be delivered. To create a Report Set, go to the Info Center tab within NetComply and go to the Report Sets link. Create or choose a folder under the Private cabinet and hit the New Report Set button. Type the name of the Report Set, the subject, and the body of the message on the General tab. Make sure that you put the word ‘Reports’ in the subject of the message to ensure that it is processed correctly. Now, click on the Reports tab to choose the reports you want delivered, then hit create.

You should now see your Report Set under your folder. To schedule the delivery of these reports, click on the report set and hit the Schedule Report Set button. Choose your schedule (we ask that you schedule reports and report sets to run off-hours), filters, and distribution, then hit submit.

That’s it! Now that you know how to use them, spend a few extra minutes setting them up the next time you’re in NetComply. Report Sets will save you a lot of time in the long run.

 

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