Validations are a way to keep your program in check and ensure compliance for the purposes of managing performance and any risk associated with the implementation of your program. An insight report allows you to download submitted validations for data mapping and reporting.


How to pull the report


You can pull a Due Diligence report from Insights. This report will show a summary of all the validations that have been submitted.


To view insight reports

  • Log into your platform as a super administrator
  • Click on insights from the left hand side navigation menu
  • Click on custom exports tab

                                                                    



To pull a Due Diligence report, click on the Due Diligence block .





Then filter your report to suit what you need to see, you can filter by:

  • Date range
  • Organisation
  • Diligence


You can download it as a CSV or excel file for your perusal and records.