IQ Report - List of Compliance Item Codes and Merge Fields

Created by Martin Parkinson, Modified on Thu, 21 Sep 2023 at 01:18 PM by Graeme Orchard

This report will list details of any compliance items which have been setup in your Influence database.

The report also shows the Merge Fields which can be added to emails/documents to pull-in various elements of the compliance items such as Expiry Date, Stage, etc.


Example - (Screenshot)


Notes/Special Features

The report simply lists any compliance items which have been setup, and shows the name, CODE and the Merge fields for the various elements of the item, such as Expiry date, Reference No, Stage, etc.



The report can be installed on Influence Professional systems from version or later by downloading the report attached to this article, then Dragging/dropping the report onto the [I Query] workbench within the [Admin] section of the system. For more information about installing IQ Reports, please Click Here

On newer Systems, you can load the *.zip version of the report.

Additional Information

There is another report that shows a List of all CANDIDATE compliance items, and which elements are required (Document/Issue Date/Expiry Date/Reference No/Stages)

Download the report and then drag/drop this onto the IQUERY page to install the report on your system.

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