> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.itential.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itential.com/_mcp/server. # Compliance Plan Reporting > Monitor compliance status across all plans, devices, and reports in the Compliance Plan Reporting page Platform 6.4+ The **Compliance Plan Reporting** page provides visibility into compliance status across your infrastructure. It organizes information across four tabs: **Dashboard**, **Compliance Plans**, **Reports**, and **Devices**. An **Export Summary** dropdown is available on all tabs except Dashboard. To open Compliance Plan Reporting, select **Compliance Plans** from the left navigation menu in Configuration Manager. Compliance Plan Reporting is available after enabling **useNewComplianceView** for Configuration Manager in Admin Essentials. ## Dashboard tab The Dashboard tab provides an at-a-glance overview of compliance status across all active plans and devices. ### Metric cards | Metric | Description | | ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | | **Active Compliance Plans** | Total number of active compliance plans. Includes a breakdown of scheduled vs. manual plans and a **View All** link. Shows change vs. prior 7 days. | | **Devices Audited** | Total number of devices audited across all plans, with a **View All** link. | | **Avg. Compliance Rate** | Average compliance percentage across all active plans. Shows change vs. prior 7 days. | | **Connection Success (24h)** | Connection success rate over the last 24 hours. Shows the number of connection failures and change vs. prior 7 days. | ### Plans Needing Attention Displays compliance plans that scored below 85% on their latest compliance run. The count badge shows the total number of plans requiring attention. When all plans are healthy, this panel displays **All plans healthy**. ### Recent Connection Issues Displays devices that failed to connect during their most recent compliance run, along with the specific error message returned by each device and the time since the last run. Click **View all # errors** to see the full list. ### Compliance by Operating System Displays compliance results grouped by operating system. Each row shows the OS type badge, OS name, a compliance progress bar, compliance percentage, device count, and a link to view errors. Click the errors link to drill down into OS-level error details. ### Recent Compliance Runs A paginated table of recent compliance runs across all plans. | Column | Description | | ---------------------- | ----------------------------------------------- | | **Plan Name** | The name of the compliance plan | | **Execution Date** | Date and time the run was triggered | | **Devices** | Number of devices included in the run | | **Compliance** | Compliance percentage for the run | | **Connection Success** | Connection success rate for the run | | **Duration** | How long the run took to complete | | **Triggered By** | How the run was initiated (Manual or Scheduled) | All columns are sortable. --- ## Compliance Plans tab The Compliance Plans tab shows coverage and health metrics across all compliance plans, with a list of all plans and their current status. ### Metric cards | Metric | Description | | ------------------------------ | -------------------------------------------------------------------------------------------------------- | | **Total Devices in Inventory** | Total number of managed devices across all inventory sources | | **Devices with Coverage** | Number of devices associated with at least one compliance plan, shown as a percentage of total inventory | | **Active Compliance Plans** | Total number of active compliance plans across all teams. Shows change vs. prior 7 days. | | **Device Connection Health** | Connection health across all devices over the last 7 days. Shows change vs. prior 7 days. | ### Compliance plans list A paginated, searchable table of all compliance plans. | Column | Description | | --------------------- | ----------------------------------------------------------------- | | **Plan Name** | The name of the compliance plan. Click to open the per-plan view. | | **Compliance** | Compliance percentage from the most recent run | | **Devices Audited** | Number of devices audited in the most recent run | | **Last Run** | Time since the most recent run | | **Connection Status** | Connection success rate and error count from the most recent run | All columns are sortable. Use the search field to filter plans by name. Click a plan name to open the [per-plan view](./plan-details). --- ## Reports tab The Reports tab provides a historical view of all compliance plan executions across all plans. ### Metric cards | Metric | Description | | --------------------------- | --------------------------------------------------------------------------------------------------- | | **Active Compliance Plans** | Total number of active compliance plans. Includes a breakdown of scheduled vs. manual plans. | | **Total Devices Covered** | Number of devices covered by at least one compliance plan, shown as a percentage of total inventory | | **Avg. Compliance Rate** | Average compliance percentage across all active plans. Shows change vs. prior 7 days. | | **Plans Needing Attention** | Number of plans with compliance below 85%. Click **View More** to see the list. | ### Reports list A paginated, searchable table of all compliance plan execution records. | Column | Description | | ------------------------ | ------------------------------------------------------------------- | | **Plan Name** | The name of the compliance plan | | **Schedule** | Whether the run was manual or scheduled | | **Devices or Instances** | Number of devices or instances included in the run | | **Compliance** | Compliance percentage, shown as a progress bar and percentage value | | **Connection** | Connection success rate for the run | | **Non-Compliant** | Number of non-compliant devices | | **Errors** | Number of errors detected | | **Last Run** | Time since the run completed | All columns are sortable. Use the search field to filter by plan name. Click a row to open the [per-report view](./report-details). --- ## Devices tab The Devices tab provides a device-centric view of compliance coverage, backup health, and connection status across your entire inventory. ### Metric cards | Metric | Description | | --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | | **Total Devices** | Total number of devices in inventory | | **Coverage Rate** | Percentage of devices associated with at least one compliance plan. Click **View unaudited** to see devices with no plan associations. | | **Backup Health** | Percentage of devices with healthy backups. Click **View stale backups** to see devices with stale backups. | | **Connection Success (Last 24h)** | Connection success rate over the last 24 hours. Click **View errors** to see devices with connection failures. | ### Device list Use the quick filter tabs to narrow the device list: | Filter | Description | | --------------------- | ------------------------------------------------------------- | | **All Devices** | All devices in inventory | | **Audited** | Devices audited at least once by a compliance plan | | **Unaudited** | Devices with no compliance plan associations | | **Connection Errors** | Devices that failed to connect in the last 24 hours | | **Stale Backups** | Devices with backups older than 7 days or no backup on record | The device table is paginated and searchable. | Column | Description | | -------------------- | ----------------------------------------------------- | | **Device Name** | The device name as it appears in inventory | | **IP Address** | The device IP address | | **Device OS** | The device operating system | | **Groups** | Device groups the device belongs to | | **Compliance Plans** | Number of compliance plans associated with the device | | **Last Compliance** | Time since the most recent compliance check | | **Backup Status** | Age of the most recent backup | All columns are sortable. Click a device name to open the [per-device view](./device-details). ## Next steps #### [View compliance plan details](./plan-details) Drill into a specific compliance plan #### [View a compliance report](./report-details) Review results from a specific compliance run #### [View device compliance details](./device-details) Review compliance status for a specific device #### [Create a compliance plan](./create) Set up a new compliance plan