This report will allow you to run a comprehensive report on compliance, by selecting Insurance as your data source and linking both Documents and Vendors.
Step 1: Select the Reports tab.
Step 2: Select the + to create a new report.
Step 3: Add 'Insurance' as the main data source.
Step 4: Add 'Documents' as a linked data source. You can also link 'Vendors' to compile a comprehensive report on compliance.
Step 5: Select the columns you would like to see.
Step 6: Add any filters you would like and select 'Run Report'.
