What questions do you find yourself asking and researching again and again? If you can’t find the answer in policyIQ, the solution might partly be in adjusting the configuration of policyIQ to include the critical information that you need to address your pressing questions. You might need to add a field, a dropdown choice or a folder.

Another powerful tool that you can use is policyIQ reporting. You can create a report to check on the status of testing, the progress of approving the project or the next wave of upcoming contract renewals. If you need any help creating a report to pull together your information in a meaningful way, reach out to us! We are happy to help you understand your reporting options, to pick the appropriate filters and to display the results in a way that is useful to you.

Featured Feature: Favorite Reports

Beyond creating the reports that get to the critical and helpful information, we hope that you also take advantage of “Favorite Reports” to give yourself quick access to this information within the Dashboard of policyIQ.

While in the Reports menu, you can highlight any report that you have created and choose Add > Report to Favorites from the toolbar above the table. And just as you get used to having convenient access to this important information, we’re going to make it even better! Look for the ability to schedule reports and have the results emailed to you in the next release of policyIQ (version 7.4 is in testing now and will be released in the coming weeks).

Reach out to us if you have any questions about using policyIQ to help you stay on top of your deliverables.