Who this article is for: Authority Users
Overview
The Reporting area gives you a catalog of pre-built reports covering every major part of SwiftComply — assemblies, test reports, surveys, communications, locations, contacts, service providers, and users. Each one runs the moment you pick it from the dropdown. You can search and sort results, narrow them with filters, pick which columns to show, and export the view to CSV.
The list of reports available in your account depends on your organization's enabled modules, so you may not see every report listed below.
Opening a Report
Click Reporting in the left navigation.
Click the Select a Report dropdown at the top of the page.
Choose a report. It loads immediately with default columns and filters.
Once a report is loaded, use the toolbar controls to refine what you see:
Search bar — free-text search across the report
Funnel icon — opens the Main Filters panel
Gear icon — opens the column selector
Download icon — opens the Export Columns panel to download CSV
At the bottom of every report: Rows per page (10/25/50), page navigation, and a total-item count.
The Available Reports
The dropdown lists reports alphabetically. The tables below group them by what they're about so you can find the right one faster.
Assembly Reports
Report | What It Shows | When to Use It |
Assemblies List | Every assembly with its core details and compliance info | General-purpose assembly export |
Assemblies Passing Test Didn't Update Due Date | Passing tests that did not advance Next Test Due | Find tests accepted outside the Allowable Window Days so you can investigate or adjust your rules |
Assemblies Past Due | Assemblies whose Next Test Due has passed | Drive overdue-notice campaigns or pick up the phone list |
Assemblies Report | A general-purpose assembly view — similar scope to Assemblies List but with a different default column set | General assembly reporting |
Assemblies With Due Date Close To Last Test | Assemblies where Next Test Due is very close to Last Tested On | Spot records where compliance didn't advance the way you'd expect |
Assemblies With Last Accepted Test Failed | Assemblies whose most recent accepted test was a Fail | Generate a list of assemblies that need a follow-up or re-test |
Assembly Location History List | Every time an assembly has moved between locations | Audit moves when reconciling account-number changes or disputes |
Assembly Test Reports List | All test reports tied to assemblies | Pull an external dataset of submitted tests — e.g., for annual reviews |
Incomplete Assemblies List | Assemblies missing required data (serial, make, model, size, etc.) | Clean up the dataset before an export, import, or state report |
Communication Reports
Report | What It Shows | When to Use It |
Communication Batches | All communication batches your org has created | Reference for batch tracking (if your org uses batches) |
Communication Types List | Every Communication Type configured for your org | Review which rules are configured and active |
Communications List | Every generated communication | Broad view of what's been generated across your org |
Communications Sent - Assembly | Sent communications tied to an assembly | Audit what was sent to whom about each assembly |
Communications Sent - Location | Sent communications tied to a location | Audit what was sent to whom about each location |
Communications Unsent | Generated communications waiting to be sent | Work the backlog — same records as the Unsent Communications queue |
Communications With Errors | Communications that failed to deliver | Prioritize fixes to contact data so delivery succeeds next time |
Contact Reports
Report | What It Shows | When to Use It |
Contacts List | Every contact in the system | Export contacts for external mailers or backups |
Incomplete Contacts List | Contacts missing required fields | Clean up contacts before relying on them for mailings or automated communications |
Location Reports
Report | What It Shows | When to Use It |
Incomplete Locations List | Locations missing required fields | Clean up location data before imports, exports, or state reports |
Location Assemblies List | Locations with their associated assemblies in one view | Cross-reference which assemblies are at which location in a single export |
Locations Contacts Expanded List | Locations with contact details flattened into one row per location-contact pair | Useful when you need a location-by-contact layout for an external system |
Locations Contacts Expanded for BillingSync | Same as above, formatted for Billing Sync uploads | Prepare the CSV you'll upload in Billing Sync |
Locations List | Every location in the system | General-purpose location export |
Locations Past Due | Locations whose Next Survey Due has passed | Drive overdue-survey outreach |
Locations With Last Accepted Survey Failed | Locations whose most recent accepted survey was a Fail | Identify locations needing a follow-up survey |
Service Provider Reports
Report | What It Shows | When to Use It |
Service Provider Test Kit Calibrations List | Every calibration record on file | Audit the calibration history across all SPs |
Service Provider Test Kit List | Every test kit registered by service providers | Confirm kits in use and their assignments |
Service Provider Test Kit Pending Compliance List | Test kits with calibrations awaiting review | Work your calibration review queue |
Service Provider Tester Certification Info | Certification details for testers | Spot upcoming expirations or gaps before they block submissions |
Service Provider Testers List | All individual testers across every SP company | Export a full tester roster |
Service Providers List | All service provider companies | Export your SP directory |
Survey and User Reports
Report | What It Shows | When to Use It |
Survey List | All surveys submitted to your org | Pull submitted surveys for review or export |
Users List | All users in your organization | Audit active users and access |
Filtering a Report
Click the funnel icon in the toolbar.
The Main Filters panel opens on the right.
Set the filter values you need (dates, statuses, types, etc. — available filters vary per report).
Click Save to apply, or Clear to reset.
💡 Filters and Search stack. Use them together for the most targeted view before exporting.
Choosing Which Columns to Show
Click the gear icon in the toolbar.
Check or uncheck the columns you want to display.
Click Save to apply, or Close to discard.
Column choices persist per user per report.
Exporting Report Data
Apply any search, filters, and column choices so your on-screen view reflects what you want exported.
Click the download icon in the toolbar.
In the Export Columns panel, pick one of three options:
All — every column in the report, regardless of visibility
All Standard + Visible Details — every standard column, plus any detail columns you currently have visible
Only Visible — just what you can see in the table right now
Click Export. The CSV downloads to your computer.
💡 Use Only Visible when you've set up your screen view exactly how you want the export to look. Use All when someone asks for "everything" and you don't want to miss a column.
FAQ
Q: Why do I see different reports than another authority user in my organization?
A: The list of available reports depends on which modules and features your organization has enabled. If a report you expect is missing, email SwiftComply Support at help@swiftcomply.com.
Q: Can I save a filter/column view to reuse later?
A: Column selections are saved per user per report. Search and filter values reset when you leave the page — you'll need to re-apply them next time. If your team needs a reusable saved view, contact your CSM.
Q: Can I request a custom report?
A: Yes. SwiftComply can build custom reports for workflows that aren't covered by the pre-built set. Email help@swiftcomply.com or talk to your CSM about requirements.
Q: How do I export every column, not just what's on screen?
A: Click the download icon, choose All in the Export Columns dropdown, then click Export.
Q: I don't see the report I used to run. Where did it go?
A: The list is alphabetical and scrolls — make sure you've scrolled through the full dropdown before assuming it's gone. If it's genuinely missing, email help@swiftcomply.com.