← Creating and customising an assurance report

Who is this article for?

Full users who want to add and group fields custom fields in Assurance reports.

No elevated permissions are required.

1. Adding fields to a custom Assurance report

The Report Format section lets you select which Fields to include in your report and how to Sort & Group them. Type in the white space to choose fields, and you can also drag and drop them to rearrange.

2. Sorting and grouping fields in a custom Assurance report

Assurance allows you to group fields together including the following fields:

• Multi Select
• Hierarchy
• Short Text
• Single Select
• URL
• Matrix
• Scale
• Date
• Numeric
• Time

To group fields together, select the Group ? option on the field that you would like to group, this will reveal a dropdown menu where you can select the group number that you would like to allocate your selected field to.

Note: It is not possible to group fields in a table.

See the below examples: The first image grouping is not activated, in the second image grouping is activated.

Select the arrow icon to sort data in ascending or descending order. An upward arrow next to Created At indicates ascending order.

3. Setting up a custom Assurance report

The Report Settings section lets you adjust settings such as paper size, font size, ruled PDF report, new page for each group, and repeating values in tables.

Previewing and bookmarking a custom Assurance report →