Running a Compliance Audit Report

Modified on Wed, 20 May at 5:51 AM

If your training organization is affiliated with the American Heart Association, American Red Cross, Health & Safety Institute, or another certifying body, you may be required to provide documentation of classes taught, instructors certified, and paperwork submitted during periodic audits. CPR Enroll+ stores all of this data and allows you to export it on demand. This guide identifies the five key reports auditors typically request.

ℹ Audit readiness

CPR Enroll+ retains compliance records for extended periods. Combining the five reports below covers the most common audit data requests from major certification bodies.

Report 1 — Instructor Certifications

Go to Reports > Certificates > Instructor tab.
Review the Coming Due and Expired sub-tabs for any lapsed certifications that need renewal before your audit.
Click Export to download the full instructor certification list.

Report 2 — Approved Paperwork (Skills Testing Records)

Go to Reports > Approved Paperwork.
Use the Filters button to narrow by your audit date range, course, instructor, or discipline.
Click Export. This is typically the primary document requested by AHA and ARC auditors.

✔ AHA audit tip

AHA audits require skills testing documentation for every student who received a card. Cross-reference the Approved Paperwork report with the Student Attendance report to confirm every present student has corresponding paperwork.

Report 3 — Student Attendance

Go to Reports > Student Attendance.
Filter by the date range of your audit period.
The table shows each student, their class, date, and attendance status.
Export the report for your audit package.

Report 4 — Certificates Issued to Students

Go to Reports > Certificates > Student tab.
Filter by date range, discipline (BLS, ACLS, etc.), or association.
Export the list as supporting documentation of certifications issued.

Report 5 — Communication History (Confirmation Email Proof)

Go to Reports > Communication History.
Filter by Email Type (e.g., Enrollment Confirmation) and the audit date range.
This provides a log of every confirmation email sent to every student — proof that students received their class information.
Click View Email on any row to see the exact email content sent.

Audit Package Summary

Required Data	Report Location
Instructor certifications (active & expired)	Reports > Certificates > Instructor
Skills testing paperwork	Reports > Approved Paperwork
Student attendance records	Reports > Student Attendance
Certificates issued to students	Reports > Certificates > Student
Class roster (enrollments)	Enrollments > List view > Export
Confirmation emails sent	Reports > Communication History