Skip to main content
Print

Create and Export Reports

Screens and labels may vary slightly as LocoDELEGATIONS is updated.

Administrator tutorial 9

Pre-go-live checks and ongoing assurance

Use reports, ownership checks, supporting evidence, access controls and a regular review cycle to keep the register reliable.

Use the CC control in the video player to show or hide English captions.

Reports help administrators identify incomplete records, upcoming reviews, recent changes and user activity.

Available reports

The Reports dashboard currently includes:

  • Latest Regulations without Delegations
  • Latest All Update
  • Upcoming Bylaw Reviews
  • Warrants Report
  • Officer Warrants Due for Review
  • Roles Report
  • Financial Delegations Report
  • Updated Legislation
  • Latest Memos
  • Latest User Access Logs

Open a full report

  1. Open Reports from the main navigation.
  2. Review the summary displayed for the required report.
  3. Select Full Report.
  4. Use the available filters and column controls to display the information required.
  5. Use Full Screen where a larger working view is helpful.

Export a report

Where export controls are available, select Export to Excel or Export to PDF. The file will normally be saved to the browser’s Downloads location.

Recommended pre-go-live checks

  • Review regulations without delegations.
  • Confirm warrant and bylaw review dates.
  • Review the Roles and Financial Delegations reports.
  • Check recent memos and user-access activity.
  • Resolve unexpected or incomplete information before making the council register publicly available.
Table of Contents