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Use this page to look back at completed compliance checks across all runs. It is for company users and MSP staff.

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Before you start

  • You need Compliance read access. Your MSP controls which assessments are shared with company users.
  • This page shows only completed assessments. It is separate from the History tab inside a check, which lists earlier completed instances of that one check for the company.
  • The page loads the 100 most recently updated completed assessments. See the history limit.

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Open Check History

1

Open Compliance

Click Compliance in the sidebar.
2

Open the History page

Click Compliance Menu in the page header and choose History. The page is titled Check History.
3

Check the company scope

Look at the company selector. The table follows the company you select.
4

Filter the table

Use the column filters on Company, Check, Entity, Run, Status, Completed By, Notes, and Date.
5

Open an instance

Click a row to open the check as a read-only historical record.

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Understand the columns

A paperclip shows the number of attached files. It does not show their contents.

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Account for the history limit

The page loads up to 100 completed assessments, newest update first. Filters, sorting, company selection, and paging work only on those loaded records. They do not fetch older assessments. A company can show few or no rows even when older history exists. To find an older instance, open the check from Compliance > Tree or List and use its History tab, as described in Read compliance guidance, evidence, and history. You can also ask your MSP.

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Read a completed instance

1

Open the row

Click the row. The check opens with a Historical Record notice: You are viewing a completed instance of this check. All fields are read-only.
2

Review the record

Read the run, target, status, public notes, and any uploads.
3

Close the record

Click Close to return to the list.
A completed instance is a snapshot. It does not describe the environment today. Open the latest assessment for the current result.

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Export the loaded history

1

Set the filters

Choose the company and table filters you want.
2

Export

Click Export CSV in the table toolbar. The file is named compliance-history.
3

Check the file

Open the CSV and check its dates and rows.
The CSV holds the filtered records from the loaded set, across all table pages, and never more than the 100 loaded assessments. It always has the same columns: Company, Check, Entity, Run, Status, Completed By, Date, Priority, Flagged, Public Notes, Files Attached, and Private Notes for users who may see them. Notes are plain text. Download attached files from the assessment.

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Troubleshooting

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Frequently asked questions

No. It shows the 100 most recently updated completed assessments.
The company filter works on the loaded records. The older assessment can be outside them.
No. It is the last-updated time.
Not always. When no completing user is recorded, it shows the last user who updated the record.
No. It exports the filtered records from the 100 loaded.
No. This page lists completed instances across checks and runs. The check’s tab lists completed instances of that check for the company.