How to Run a Report

The steps below will guide you through generating a report from your audit data.

How to Export

1. Navigate to the Reports Tab

From the main menu, click on Reports to view all available report types.

2. Select the Report You Want to Run

Choose the specific report you’d like to generate (e.g., Audit Report, Final Report, Unverified Dependents, etc.).

3. Choose the Audit

Select the audit you want the report to be based on. If you’ve completed multiple audits, you’ll see them listed here.

4. Click “Generate.”

After choosing the audit, click the Generate button to begin creating the report.

5. Report Processing Time

The report will run in the background. Depending on how large the audit is and how detailed the report type is, it may take a few moments to finish.

6. Download Your Report

Once the report is ready, a Download button will appear. Click it to save the report to your device.


💡 Tip: CSV exports are ideal if you plan to perform deeper analysis in Excel or Google Sheets.

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