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.