Reporting & Dashboards

Know where things stand

Principals shouldn’t have to dig through spreadsheets to find out which policies are overdue. Policybase puts everything on one dashboard: what’s current, what needs review, and where compliance needs attention.

Policy health dashboard

A single view of your entire policy library. Colour-coded status for each policy: current, due for review, overdue, or flagged by legislation changes. Filter by category, department, or review owner.

Compliance status

See which policies align with current NZ legislation and which ones have been flagged for updates. When legislation changes, the dashboard shows you exactly what needs attention.

Review tracking

Track where every review is in the workflow. Who’s been asked, who’s responded, what’s stuck. Useful for DPs and principals who need to keep reviews moving without chasing people by email.

Board reports

Pull a board-ready report in seconds. Policy health summary, review activity, community consultation results, staff acknowledgement rates. No more assembling reports manually before board meetings.

Staff acknowledgement reports

See which staff have acknowledged which policies, who’s outstanding, and which policies have the lowest acknowledgement rates. Filter by role, department, or policy category.