In this example we will create a report of all performed Audits, and include details of any associated Observations.

Creating your report can be performed in stages:

1. Finding all Performed Audits
2. Adding associated Observations
3. Customising displayed fields
4. Generating the report

Finding All Performed Audits

1. Within the Audit Module ensure the 'List View' is selected
2. Next we select Advanced, and enter our search query as shown below

3. This returns a list of all Audit's which have previously been Performed

 

Adding Associated Observations

1. Now that we have used Ideagen Quality Management to collate our Audits, we can use Report Designer to add our Observations.
2. Click [File]>[Report Designer]
3. Choose the 'Current View' Report

4. Click [Design]
5. In Report Designer right-click the Detail Band > Insert Detail Band Report > Observations

6. The Observations will be added as below

 

Customising Displayed Fields

Additional fields can be added to the report using drag & drop from the Collections Pane.
For example, the steps below provide guidance on including the user who raised the Observation in the report.

1. Select the furthest right Cell in the Report Header Table
2. In Report Explorer, Right Click the Cell > Insert > Column to Right

3. This creates 2 additional Cells in the Observation Band

4. Drag the Special Field, 'Field Label' to the newly created Report Header Cell

5. Drag Field 'Raised by' to both of the newly created Fields

Generating the Report

Now that the Observation Band and additional Fields have been included we can generate the report.

1. In Report Designer click [View]>[Preview] to Preview the Report