This guide provides an overview of the Reports dashboard within the Zipline platform. These reports are designed to give you a high-level "snapshot" of your workforce's compliance health and enable detailed data exports for auditing purposes.
🛑Reporting vs. Daily Operations
Before diving in, it is helpful to understand the best use for these reports:
Use Reports for Analysis & Exporting: Use this dashboard when you need to see big-picture trends (e.g., "Which region has the lowest compliance?") or export data for payroll or external audits.
Use the Main Portal for Action: If you need to remind a staff member to update a document or stand someone down, use the main People or Applications tabs in the portal. The main portal is real-time and triggers automated communications/emails to staff; the Reports dashboard does not.
Access & Data Refresh
Who can see these reports? Access is controlled by your permission level. To view these dashboards, you must have:
"View Reports" Permission: This enables the Reports tab in your menu.
Location Access: You will only see data for the locations/regions you manage.
Product Access: You will only see Reports relevant to the products your organisation uses (e.g., QuickStart, Check-in).
When does the data update? The data in these reports is refreshed daily at various intervals (Any changes made in the portal today (e.g., approving a document) will appear in the reports tomorrow morning.
Note: If you cannot see the "Reports" tab, contact your company's Zipline owner to review your permissions.
1. Ongoing Compliance Reports
This section covers your active workforce - the "Active" lifecycle
The Summary Tab
This is your "Health Check" page. It provides a visual breakdown of your workforce.
People Overview: Shows a quick count of total active people vs. how many are Compliant/Non-Compliant.
Location Summary: A bar chart showing compliance rates by region or facility.
Note on Multi-Site Staff: If a staff member works across multiple locations, they are counted in the statistics for each location they are assigned to.
Requirement Summary: A percentage breakdown of specific requirements (e.g., "93% of staff have a valid Police Check"). This is excellent for spotting specific document bottlenecks.
The Data Export Tab
Use this tab when you need raw data.
People Export: A detailed list of all staff, their email, mobile, and primary role.
Requirement Matrix: A grid view showing staff names against specific requirements, indicating if they are 'Approved', 'Pending', or 'Expired'.
The Audit Reports Tab
Designed specifically for audits and compliance officers.
Exemptions Report: Lists all requirements where a staff member has been granted an exemption (excluding ID checks).
Audit Report: This is a "long-form" export where every single requirement for every person gets its own row. This is the best format for importing into other systems (like BI tools or Excel pivots).
2. Applications Reports
This section covers candidates who are currently going through an application (the "Applying" lifecycle).
The Summary Tab
Tracks the volume and status of new candidates entering your organisation.
Pipeline Overview: See how many applicants are in each stage (Pending, In Progress, In Review, Ready for Approval).
Applications Created: A line graph showing the volume of new applications over recent weeks.
Time to Compliance
This report helps you identify how long onboarding takes.
Timeline: Visualises the journey from "Invite Sent" to "Approved."
Bottlenecks: Use this to see if specific requirements are slowing down your hiring process (e.g., if Reference Checks are taking 5 days on average).
Reference Checks
A dedicated dashboard for reference performance.
Key Metrics: View the Completion Rate (percentage of referees who respond) and Average Turnaround Time (how long it takes a referee to reply).
Fit Score: The average suitability score given by referees for your candidates.
How to Filter Your Data
On the left-hand side of every report page, you will find a filter pane. You can slice the data by:
Date Range: Select a specific period.
Location/Region: Drill down to a specific site.
Role: Filter by job type (e.g., "Registered Nurse" or "Volunteer").
Status: Toggle between Active, Archived, or Pending records.
Tip: If a report looks empty, check your filters to ensure you haven't accidentally filtered out all data (e.g., selecting a date range in the future).