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CareLoop · compliance
Reports & exports
Board pack, payroll CSV, RIDDOR, DSAR — every report your group needs, one click.
Nine ready-built reports cover the recurring asks: monthly board pack, payroll CSV, RIDDOR submission, agency-spend trend, mandatory-training compliance, sickness trends, incident type analysis, DSAR export and full audit dump. Custom report builder on Enterprise.
Monthly board pack (PDF, customer-branded)
Payroll CSV (Sage / Xero / QuickBooks formats)
RIDDOR submission · DSAR full export
Custom report builder (Enterprise)
What customers see
9
Pre-built reports
1 click
From dashboard to inbox
How it works
Three steps from setup to signed off
01
Pick
Pick a report template; choose your scope (location, time range, role).
02
Generate
Reports build server-side; PDF or CSV emailed to you when ready.
03
Schedule
Recurring reports (board pack, payroll) auto-arrive on your day of choice.
Pairs well with
See reports & exports on your data
14-day free trial · we import your existing records · live in 7 days