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 Findings
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 Findings

1. Now that we have used Ideagen Quality Management to collate our Audits, we can use Report Designer to add our Findings.
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 > Incident Findings Collection

6. The Incident Findings Collection 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 CAPA Severity 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 an additional cell in the Incident Findings Band

5. Drag Field 'Severity' to the newly created Field

Generating the Report

Now that the Incident Findings Collection Band and additional Fields have been included we can generate the report.

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