Dashboards and Reporting

Dashboard Overview

Conformii includes several dashboard views tailored to different user roles.

Compliance Manager Dashboard

The Compliance Manager Dashboard shows:

Obligation status summary — on track, due soon, overdue, completed

Upcoming deadlines — obligations due in the next 30/60/90 days

Overdue items — with owner, days overdue and escalation status

Monitoring alerts — unreviewed alerts from the regulatory monitoring feed

Recent activity — obligation completions, evidence attachments, user actions

Executive Dashboard

The Executive Dashboard provides a high-level view for leadership:

Overall compliance health score — percentage of obligations on track

Risk heatmap — obligations by risk level and status

Trend over time — compliance health over the past 12 months

Key upcoming deadlines — highest-risk obligations due soon

Obligation Owner View

Obligation owners see only their assigned obligations, organized by due date. The interface is designed to be simple and task-focused — what needs to be done, when and what evidence is required.

Custom Reports

From the Reports section, Compliance Managers can build custom reports by:

Obligation category

Jurisdiction

Regulatory source

Owner

Facility or operational area

Date range

Reports can be exported as PDF or Excel and scheduled for automatic delivery.

Scheduled Reports

Configure scheduled reports to be delivered automatically to specified recipients. Common uses:

Weekly obligation status update to the compliance team

Monthly executive summary to the leadership team

Quarterly compliance review package for the board