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

To download the report, please follow the steps below:

1. Click 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 Audits & Digital Checklists on the homepage sidebar.
2. Click Planning.
3. Select the desired planning tab.
4. Click the ⋮ (three-dot) icon.
5. Click Export events.
6. Select the desired time span.
7. Click 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 the search bar.
2. Click 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 Report.

Learn more about recordings in the quality management module.