How to Make PowerDMS Analytics Reports Proof-Ready

Frustrated with Analytics reports in PowerDMS?

You’re not alone. While the reporting tools can be powerful, they’re not always intuitive when it comes to creating clean, readable, proof-ready documents. But with a few small tweaks, you can turn almost any Analytics report into a polished proof of compliance.

Here’s how to do it in three simple steps:

1. Run and Filter Your Report

Start by selecting the Analytics report you need — signature summary, training logs, document activity — and apply your filters. Drill down to the specific date range, user groups, or document types that matter for your proof.

Once your filters are set, refresh the results (blue circle button).

2. Print to PDF for a Clean Proof

• Next, click the three vertical dots in the upper right corner of the summary table.
• Choose Download Data and set the Format to HTML.
• Click Open in Browser. When the page loads, use your browser’s print function and select Microsoft Print to PDF.

Now you’ve got a clean, organized report that’s easy to review and drop directly into your assessment.

3. Schedule the Report to Save Filters (Even If You Don’t Send It!)

Here’s the secret sauce: use Schedule Delivery not just to send the report, but to save your filters and format.

After your report is ready:

• Click the three vertical dots under the “Open in New Window” button

• Choose Schedule Delivery

• Name it something to remember it by

• Pick Specific Months for Recurrence — even if it’s just one

• Enter your email address

This ensures that you won’t have to remember your filter setup next time. It’s already saved and ready to go.

Why It Matters

Consistency is everything in accreditation. Using the same report setup every time ensures uniformity and saves you from last-minute scrambling. Whether you're preparing proofs monthly or annually, scheduling your reports gives you peace of mind — and a clean starting point.

Who do you know that could benefit from these accreditation-friendly tips and resources? Consider sharing this link with a colleague so they can sign up:https://www.accreditationacademy.net/signup 

Areaka P. Jewell

Accreditation Academy

areaka@accreditationacademy.net

(305) 360-1075