Downloading your evidence for your funder (FREE PLAN)
Your Team Report is your one-file answer when a funder asks "how do you know your team's current on their induction?" Here's how to pull it.
3 min read
When a funder asks "how do you know your team's current on their induction?", the Team Report PDF is your one-file answer. It shows every staff member and their completion of the StartSmart induction quizzes for their role. No spreadsheets, no chasing.
When to use it
- Ahead of an annual accreditation audit
- For funder acquittal reports
- Any time someone asks "how do you know your team's up to date on the fundamentals?"
- When onboarding a new Board chair who wants to see the picture
You can pull it as many times as you need — it's always current to the moment you download.
Step 1 — Open the Team dashboard
Click Team in the header. If you don't see it, you're either not signed in as an org admin, or you're currently acting as a personal account — check your avatar dropdown to switch.
Step 2 — Click Download Team Report
Look for the Download Team Report button on the right, above the staff table.
Step 3 — Download
The PDF generates in a second or two and downloads to your usual downloads folder. Designed to print on A4 or attach straight to an email.
What's in the Report
Each row shows one person and includes:
- Their name and role
- Their StartSmart induction quizzes — the ones relevant to their role, filtered to your organisation's jurisdiction
- Whether they've completed each one, and the date
- Any coaching scenarios they've walked through (evidence of applied practice)
- Any inductions where they're on-hold or overdue
At the top: your organisation name, the date the report was generated, and a totals summary.
What's NOT in the Report — and how to get it if you need it
The Team Report shows the induction your organisation required. It doesn't show everything a staff member might have practised on their own — for example:
- Free previews they tried before joining your team
- Practice they did with a previous employer's team
- Coaching scenarios they've walked outside the induction kit
That extra practice sits in their personal ProofKit — a PDF only they can download, because it's their evidence to share.
If a funder wants to see the fuller picture for a specific staff member, ask them to sign in to their PracticeLab dashboard, click Download Your ProofKit in the quick actions bar, and email you the PDF. Takes them about 30 seconds.
What auditors love about the Team Report
- Every row is dated
- Every passed record is verifiable back to the specific quiz version
- Regenerating gives the same numbers
- Coaching scenarios show applied practice, not just knowledge recall
After you download
- Attach it to your funder report or upload to your accreditation portal as-is
- Print and file with your quality management docs
- Send it to your Board chair before an AGM
- Save it in your audit folder with the date in the filename
Common gotchas
"I can't see the Download Team Report button." You need to be on the Team dashboard (`/org/dashboard`), not your personal PracticeLab. You need to be an Admin for the org to access the Team Dashboard.
"The report shows fewer people than I invited." Only people who've signed up and claimed their invite appear. Anyone still "invited but not started" isn't on it yet.
"A staff member's row is empty." Check whether they've set their role. If it shows a "Role not set" flag, their StartSmart kit will not have fully downloaded, and nothing will have been assigned to complete yet.
"I want more than induction in the report." That's PracticeLab Pro — where you can assign specific quizzes beyond the your Free StartSmart induction, and those completions show up in the Team Report too. Alternatively, ask individual staff for their ProofKits (above).