Who is this article for?

Users who want to save and export a custom assurance report.

No elevated permissions are required.

1. Saving a custom assurance report

Once satisfied with the configuration of your report, select the Save As button to name and save the report as a Custom Report which will save all the parameters you have set and place the report in your Custom Reports column. You may also Bookmark the report which will add the report to your Bookmarked Reports column as well as your Bookmarks Snapshot on your home screen dashboard for quick access.

Note: Once you have saved your report, any further changes you make to the report will need to be saved if you want to apply them to your report.

2. Exporting a custom assurance report

The Export button will allow you to generate your report in a PDF or Spreadsheet (CSV) format. Select the down arrow next to 'Export' to select the Spreadsheet option.

3. Sharing a custom assurance report

1. If you want to share the report with other users, select the down arrow next to Report Share Settings.

2. Select the circle next to Selected Users and enter the Full User's name in the space provided. 

Note: You can only share the report with Full Users.

3. Select the blue tick once you have selected the user's name to save changes.