Compliance dashboard reporting

Purpose

1.1. Automate compliance dashboard reporting to ensure real-time visibility into regulatory, quality, and accreditation statuses for medical laboratories.
1.2. Enable automated retrieval of lab compliance data (e.g., CAP, CLIA, ISO 15189), report generation, and automated delivery to stakeholders.
1.3. Automatedly consolidate audit trails, nonconformance reports, corrective actions, document reviews, and staff certifications into a unified dashboard for compliance tracking and regulatory auditing.
1.4. Reduce manual workload and automate timely responses to compliance gaps, deadlines, inspection readiness, and mandatory submissions.

Trigger Conditions

2.1. New or updated compliance records in LIMS or QMS platforms.
2.2. Receipt of regulatory notifications or policy updates.
2.3. Scheduled periodic reports (daily, weekly, monthly, quarterly) for internal audit or external regulatory review.
2.4. Detection of nonconformance events, expiring certifications, or pending corrective action items.
2.5. Triggered requests from compliance officers, auditors, or external agencies.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Dataflow API — automate fetching and updating lab metrics dashboards from multiple data sources.
3.2. Tableau
• Feature/Setting: REST API — automate creation, refresh, and sharing of compliance dashboards externally.
3.3. Salesforce Health Cloud
• Feature/Setting: Reports REST API — automate aggregating patient/lab compliance status.
3.4. SAP QIM (Quality Issue Management)
• Feature/Setting: Automated extraction via OData — automate compliance metrics and root cause analytics.
3.5. Smartsheet
• Feature/Setting: Automated Report Scheduling — automate compliance report delivery and sharing.
3.6. Google Sheets
• Feature/Setting: Apps Script API — automate compliance logs extraction and dashboard refreshing.
3.7. AWS QuickSight
• Feature/Setting: CreateDashboard API — automate visualization of lab regulatory data.
3.8. Zendesk
• Feature/Setting: Custom Fields API — automate compliance ticket tracking and reporting.
3.9. Jira Service Management
• Feature/Setting: Automation Rules — automate incident and audit issue status reporting.
3.10. NetSuite
• Feature/Setting: Saved Searches — automate compliance-related data extraction and reporting.
3.11. Meditech
• Feature/Setting: Data Repository Exports — automate regulatory data exports for dashboarding.
3.12. Epic Beaker
• Feature/Setting: Reporting Workbench — automate compliance report scheduling and exports.
3.13. Dropbox Business
• Feature/Setting: File Events Webhook — automate change detection in compliance documentation.
3.14. DocuSign
• Feature/Setting: Envelope Status Webhook — automate signing workflows for policy and consent documents.
3.15. Google Drive
• Feature/Setting: File Watch API — automate tracking updated compliance-related documents.
3.16. Asana
• Feature/Setting: Custom Fields/Reporting — automate compliance task tracking and status notification.
3.17. Monday.com
• Feature/Setting: Dashboard Widgets — automate compliance KPI rollup for stakeholders.
3.18. ServiceNow
• Feature/Setting: Automated Workflows — automate regulatory incident and CAPA dashboards.
3.19. Power Automate
• Feature/Setting: Scheduled Flows — automate data collection and compliance dashboard population.
3.20. Google Data Studio
• Feature/Setting: Data Source Connectors — automate real-time regulatory data visualization.

Benefits

4.1. Automates end-to-end compliance data flow and reduces operational risk of manual entry.
4.2. Automatedly ensures compliance alerts and escalations are timely acted upon.
4.3. Automating regulatory reporting increases audit trail reliability and transparency.
4.4. Automation boosts staff productivity by shifting repetitive compliance documentation tasks into automatable workflows.
4.5. Automated dashboards streamline inspection readiness and support continuous improvement in laboratory quality management.