The OFSI compliance dashboard helps you monitor manual OFSI checks for tenants and landlords.
It is based on the data entered on the Compliance tab in the contact record, and does not include checks carried out by third party providers.
Note
We’re gradually replacing Alto’s Classic reports with the more insightful and flexible Analytics
Reports in Analytics are organised into dashboards. Each dashboard contains multiple tabs, with each tab displaying a collection of reports (charts, KPIs, and tables).
Accessing the OFSI compliance dashboard
- Click Reports on the main navigation bar
- In the dropdown menu, click Analytics
- Click the OFSI compliance dashboard
Once your dashboard is open, you can click the ellipsis (three dots) in the top right hand corner to:
- Present dashboards in a clear, visual format for meetings
- Schedule reports to be sent automatically to your inbox or team
Plus, you can hover over a chart, KPI, or table and click the ellipsis (three dots) in the top right hand corner to:
- View underlying data to explore and export detailed information
What does this dashboard show?
The OFSI compliance dashboard provides a clear view of your OFSI check records, allowing you to:
- Identify whether OFSI checks have been completed for landlords and tenants
- Spot missing or incomplete compliance records
- Monitor compliance across your properties
- Support internal compliance reviews and audits
When would I use this dashboard?
You might use the OFSI compliance dashboard to:
- Identify properties where OFSI checks are missing or incomplete
- Prepare for compliance reviews or audits
- Ensure landlords and tenants have been properly checked
- Monitor compliance activity across your business
Tabs within this dashboard
Manual OFSI checks
Shows the status of manual OFSI checks recorded in Alto.
- Manual OFSI checks - This table shows if OFSI checks have been done for all landlords and tenants, per property
Did you know...
You can learn more about the different features of Alto Analytics on Alto Skills - click here to find out about our standard Analytics features or click here for advanced Analytics
If you have other questions about Analytics, you can book a 30 minute Q&A session here with one of our Solutions Specialists to find out more
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Related Help Centre articles that you may find useful.
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Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.