How to View and Download an Audit Report

There are 2 ways to view and download an audit report:

 

Via the Planning Calendar #

Here’s how to view & download the report of a specific audit event:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Planning”.
3. Select the desired planning tab.
4. Click on the scheduled audit that you would like to see the report of (represented by a circle).
5. Click on “Report”.
6. The default view is the “Simple” tab. For additional data, you can click on the “Detailed” tab.

 

To download the report, please follow the steps below:

1. Click on the three-dot icon in the top right corner of the interface.
2. Select the format of the report that you wish to download. You can either print it (or download it as a PDF)/download it as an Excel document/Download it as a Docx report.

 

Downloading the Report for all Audit Events Within a Planning Tab #

Besides downloading the report for a specific audit event (as shown above), you can also download the report for all audit events within a planning tab. Here’s how:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Planning”.
3. Select the desired planning tab.
4. Click on the three-dot icon.
5. Click on “Export events”.
6. Select the desired time span.
7. Click on “Export”.
8. The report will then be downloaded to your device. At the moment, you can only download the report in the format of an Excel document.

 

Via the Search Bar #

You can also view and download the report for a specific audit event using the search bar, as shown below:

1. Click on the search bar.
2. Click on “Recordings”.
3. To help you search for the desired audit report, use our filtering tool.
4. Alternatively, you can also search manually by scrolling down and navigating through the pages.
5. When you’ve found what you’re looking for, click on “Report”.

 

Learn more about recordings here.