Skip to main content
Audience: Company users and MSP staff with access to the relevant Compliance records. Your MSP controls Company access and shared assessments.

​
Open Check History

  1. Open Compliance.
  2. Select Compliance Menu > History.
  3. Check the selected company or aggregate view.
  4. Filter the table by the available Company, Check, Entity, Run, Status, Completed By, Notes, or Date fields.
  5. Select a check title to open its details.
This page lists completed assessment instances across runs. It is separate from the History tab inside a check, which compares other completed instances of that particular check for the company.

​
Understand the columns

Hover a note preview when available to read more, or open the assessment for context. A paperclip indicates a file count; it does not include the file contents in the table.

​
Account for the history limit

This page initially loads up to 100 completed assessments, ordered by most recently updated. Table filters, sorting, company selection, and local pagination operate on those loaded records; they do not automatically retrieve every older assessment. A company can therefore show few or no rows even when older history exists outside the loaded set. If you cannot find an older instance, open the relevant check’s History panel, or ask your MSP to locate it. Do not use this page’s row count as a lifetime total.

​
Read a completed instance

The detail dialog opened from this page is marked as a historical record and disables assessment field and note editing. Review the run, target, status, public findings, and available evidence. Close it to return to the list. This is a recorded completed instance, not a reconstruction of every change over time. Do not infer that a past result still describes the current environment. Review the latest assessment separately.

​
Export the loaded history

  1. Check the current company scope and table filters.
  2. Select Export CSV in the table toolbar.
  3. Open the downloaded file and verify its date range and records.
The CSV includes the filtered records from the loaded history set, across its local table pages. It does not fetch assessments beyond the initial 100-record limit. It contains company, check, entity, run, status, completing or updating user, last-updated date, priority, flag, public notes, and file count. The History exporter adds private notes only for the permitted internal writer view. The export uses a fixed field set rather than the table’s visible columns. Notes become plain text. Attached files must be downloaded separately from the assessment.

​
Troubleshoot an empty page

Check filters, company scope, and the 100-record limit first. A load failure can also produce an empty table. Reload and ask your MSP to investigate if an expected completed instance is missing. An empty table is not proof that no assessments have been completed.

​
Frequently asked questions

No. The initial result is limited to the 100 most recently updated completed instances. Local filters and pagination do not fetch older records.
Company filtering is applied to the loaded result set. The older assessment can be outside that set. Check the relevant assessment’s History panel or ask your MSP.
This table displays and filters the last-updated timestamp. It is not necessarily the completion timestamp.
When a completing user is unavailable, the display can fall back to the last updating user. Verify the underlying record before using the display as audit evidence.
No. It exports filtered records from the loaded set, limited by the initial 100 records. It does not perform an all-history download.
No. This page lists completed instances across checks and runs. The check’s History panel compares completed instances of the same check for the company.