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This report provides information such as the first names, last names, qualifications, email addresses, mobile numbers, offices, suburbs of all those members on whom client compliances have been overridden.

 

Click on Reports.

Select Override Member Compliance Report.

Enter the to and from dates in the Shift Period field. Please note that the dates need to be 30 days apart.

(The * represents a mandatory field)

 

Click on Report to fetch the Override Member Compliances Report.

The resulting report would look like the below:

 

You can also access this report in the form of an Excel or PDF by simply clicking on Export.

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