Clients with the Hierarchy Dashboard can generate a Dashboard Summary Report to view a snapshot of facilities, scores, expiring/expired items, and alerts requiring attention. The report includes the user’s name and run date. To download, log in to Passport, click Dashboard Management Summary above the monitoring alert count, and select XLSX or PDF format. You can also schedule email delivery on a daily or weekly basis. A banner will confirm the report is running, and a Download link will appear once it's ready. Legacy View-Based Dashboard users can access the Facility Report for similar insights.
You have the option to select either a XLSX or PDF version. You also have the option to schedule this report to your email on a daily or weekly basis: How to Schedule Reports