How to Create and Customise an Assurance Report

In this article, you will learn about:

• Creating a Custom Assurance Report
• Applying Filters to Your Custom Assurance Report
• Adding Summary and Charts to Your Custom Assurance Report
• Adding Fields to Your Custom Assurance Report
• Sorting and Grouping Fields in Your Custom Assurance Report
• Setting Up Your Custom Assurance Report
• Previewing and Resizing Your Custom Assurance Report
• Saving Your Custom Assurance Report
• Bookmarking Your Custom Assurance Report
• Exporting Your Custom Assurance Report
• Sharing Your Custom Assurance Report
• Video Walk Through on Creating and Customising an Assurance Report

Note: Once you have saved your report, any further changes you make to the report will need to be saved if you want to apply them to your report.

Creating a Custom Assurance Report

1. Select the Reports tab.

You will find a list of Built In Reports in the right hand column which serve as your starting point depending on what you wish to report on (i.e. checklists, registers/forms, risks etc.).

2. Select the Magnifying Glass next to 'Filter Built in Reports' to filter the list of available reports. These reports act as a starting point for you to build on.

Applying Filters to Your Custom Assurance Report

Once you have selected the relevant Built In Report, you can start applying filters to add data parameters to your desired report. The filter button is the magnifying glass. 

Please Note: you will need to first specify what data the report should pull. In the video below, we have used the filter 'Register and Form Template = CS Form' So it will only return data in the CS Form register.

Adding Summary and Charts to Your Custom Assurance Report

Some reports will have Summary & Charts which will allow you to display summary tables and charts. You can expand this section and tailor the summary and charts by selecting the check box on Summary and/or Trend Chart and select from the list of options. 

Please Note: The summary and charts use the Created At date field, so it may be ideal to filter your reports by Created At so that the charts match the detail in the report. Additional required date fields can be added into the body of the report.

Adding Fields to Your Custom Assurance Report

The Report Format section of the screen allows you to pick and choose which Fields to include in your report as well as to Sort & Group in the right column, which will allow you to customise how the report is organised. Simply type into the white space and select the fields you would like to add to your report. You can drag and drop fields to your desired position as well.

Sorting and Grouping Fields in Your Custom Assurance Report

Assurance allows you to group fields together including the following fields:

• Multi Select
• Hierarchy
• Short Text
• Single Select
• URL
• Matrix
• Scale
• Date
• Numeric
• Time

To group fields together simply select the Group?  option on the field that you would like to group, this will reveal a dropdown menu where you can select the group number that you would like to allocate your selected field to. 

Please Note: It is not possible to group fields in a table.

See the below examples: The first image grouping is not activated, in the second image grouping is activated.

Select the arrow icon to sort the data by ascending or descending order. For example, if the arrow next to 'Created At' is pointing up, then the dates will be ordered in ascending order.

 

Setting Up Your Custom Assurance Report

The Report Settings section allows you to change several settings including paper size, font size, ruled PDF report, new page for each group and repeat other values with table.

Previewing and Resizing Your Custom Assurance Report

Select the Preview and Resize button to adjust the column width for different fields being reported on and to view the first 10 rows of the report.

Saving Your Custom Assurance Report

Once satisfied with the configuration of your report, select the Save As button to name and save the report as a Custom Report which will save all the parameters you have set and place the report in your Custom Reports column. You may also Bookmark the report which will add the report to your Bookmarked Reports column as well as your Bookmarks Snapshot on your home screen dashboard for quick access.

Bookmarking Your Custom Assurance Report

You can bookmark a report from within the report itself or from the main Reports screen.

Bookmarking from Within Report

Bookmarking from Main Reports Screen

Select the rbibbon utton in your Custom Reports list (middle column) to move the report to the Bookmarked reports section on the far left. Select the button again to remove it from bookmarked reports. 

Exporting Your Custom Assurance Report

The Export button will allow you to generate your report in a PDF or Spreadsheet (CSV) format. Select the down arrow next to 'Export' to select the Spreadsheet option.

Sharing Your Custom Assurance Report

If you want to share the report with other users, select the down arrow next to Report Share Settings.

Select the circle next to Selected Users and enter the Full User's name in the space provided. 

Please Note: You can only share the report with Full Users.

Select the blue tick once you have selected the user's name to save changes.

Video Walk Through on Creating and Customising an Assurance Report