Who is this article for?

Full Users who want guidance on creating and customising a report in Assurance.

Only a Full User with the Share Report Access Role can share reports.

1. Creating a custom assurance report

1. Select the Reports tab.

2. 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.).

3. 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.

2. Applying filters to a 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.

Note: You will need to first specify what data the report should return by applying filters. In the video below, we have used the filter 'Register and Form Template : CS Form' which will only return data in the CS Form Register.

3. Adding summary and charts to a 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.

Note: The Summary and Trend 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.

3.1. Understanding the summary table

The summary table in Assurance reports provides a snapshot of form activity during a selected reporting period. Think of it like a financial statement for your forms: it shows what was open, what was added, and what was closed during the period.

1. Open As At [Start Date]: The number of forms that were open at the start of the reporting period. Think of this line as the opening balance.
2. New during the period: Forms that were created during the reporting period
3. Public Link Rejected during the period: Forms submitted via a public link that were closed* in the first stage during the reporting period.
4. Closed during the period: Forms that were closed in the second stage or later during the reporting period.
5. Open As At [End Date]: The number of forms that remain open at the end of the reporting period. Think of this line as the closing balance.

Remember!

*Only public link forms are automatically closed when rejected at the first stage.

The summary table is designed for multi-stage forms. For forms where approval closes the form in one stage, the summary table may not reflect useful insights.

Related articles

• Overview of approvals for a public link form in Assurance

Adding and grouping fields in custom assurance reports →