Reporting Guide – SwiftComply

Report	Description	Uses
Incomplete Locations List	A list of locations with missing information.	Use this report to find and update locations missing information such as assemblies, contacts, and more.
Location Backflow Assembly List**	The specific location of Backflow Assemblies on profile.	Find assembly type, make, model, SN, and status here.
Locations List	List of locations on profile. Similar to the Location tab.	Use this report to find general information of service provider's address, contact, device count, account number, and more.

Report	Description	Uses
Backflow Assembly List*	List of all assemblies on profile.	Use this report to view all assemblies in your organization. Filter report for non-compliant assemblies that need testing. A recommended report for dashboards.
Backflow Assembly Test Report List*	List of ALL test reports linked to assemblies.	Use this report to view ALL pending, accepted, and submitted reports in your organization. Filter this report to show specific report statuses. A recommended report for dashboards.
Backflow Survey List	List of survey reports linked to locations.	Use this report to keep track of survey compliant status. Pass failed and in-progress surveys.
Incomplete Assembly List**	List of assemblies that have never been linked to a location.	Use this report to view Assemblies that are missing fields in detail and unassigned to a location.

Report	Description	Uses
Contact List	List of all contacts in the organization.	Contacts are a great way to keep a record of third-party members( Property manager, owner, etc) and send updates via email/mail.
Location Contacts Expanded List	List of contacts by location	Use this to find contacts by specific location.
Users List	A list of authorized organization users.	Use this to see active login users in the organization.
Communication with Errors	A list of notices that failed to send.	Use to see communications that are no longer generating.
Communication Unsent	A list of notices waiting to be sent.	Use to see a list of communication before sending.
Communication List	A list of notice templates	use this to view a list of all of your current comm templates.
Communication Types	A list of types of communication has already been created.	Contains all already made communication types.

Report	Description	Uses
Service Provider Equipment list	Available assemblies within a service provider.	Use this to locate assemblies and test kits/calibrations within a specific service provider.
Service Provider Test Kit Calibration List	A view of approved test kit calibrations with submitter name and reviewer name information.	Use this to track calibrations that have been approved and the requester and reviewer information.
Service Provider Test Kit Pending Compliance List *	A view of all non-compliant or pending approval service provider user test kits.	Use this to locate expired test kits in an organization or locate test kits awaiting approval.
Service Provider Users List	A list of service provider users and associated service provider companies.	Use this to get the service provider user's service provider and certification status.
Service Provider List	A report of active service providers in organizations.	Use this to find a list of available service providers with address and primary contact information.