- Click Export (top of the page) and choose 📘 Inspection evidence pack (PDF).
- The report opens ready to print — choose Save as PDF in the print window to keep a copy.
It covers staff compliance, mandatory training, supervisions and audits, care reviews, the last 12 months of incidents and lessons learned, complaints and on-time responses, regulator notifications, feedback, and your latest AI self-assessment — all taken from your records on the day you produce it.
Useful before an inspection, for commissioners, or as a monthly report to your directors.
Monthly report with an AI summary
Managers with full access can choose 📊 Monthly report with AI summary from Export. It adds a written management summary — what went well, what needs attention, risks and next steps — and the last three months side by side, above the full evidence pack. It takes about a minute. Read the summary before sharing it.
Still stuck? Contact support or speak to your customer manager.