How do I view historical KPI reports?

KPI reports that have historically been produced and signed off can be viewed in several ways. You may wish to look at the company as a whole to see what KPIs have been completed for all advisers in a given month. This is achieved by clicking on Compliance > KPIs > Complete:
For a particular Adviser choose their name from the drop down box or by month use the arrows to move backwards and forwards in time.

Alternatively, if you are interested in the history of just one particular Adviser you may prefer to view just their KPI history. This is achieved by going from the front CCD screen to Compliance > Adviser’s name > Adviser KPIs on left hand side: