Running Audit Reports

The “Audits” page includes reports that compile audit data across multiple sites. These reports help district users review audit progress, tag audit states, compliance details, and summary data from district-initiated audits.

1. Navigation:
2. Admin View
3. Audits

Audit Detail Report

The “Audit Detail Report” provides a CSV listing of tags and their displayed audit state from room audits based on the filters applied to the “Reconcile Audits” grid.

The report includes: “Site ID,” “Site Name,” “Tag,” “Asset Type,” “Parent Tag,” “Serial Number,” “Audit State,” “Audit Scan Date,” “Audit Scan By,” “Audit Location,” “Expected Location,” “Location Type,” “Grade,” “Audit Date,” “Audit By,” “Audit Status,” “Action Taken,” “Audit Notes,” “Product Number,” “Product Name,” “Model,” “Manufacturer,” “Product Type,” “Tag Status,” “Tag Notes,” “Order Number,” “Funding Source,” “Purchase Price,” and “Facility ID.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click Reconcile Audits.

   

3. Filter for the audited tags you want to include using the “Reconcile Audits” filters. At least one filter must be applied.
4. Click Apply Filter(s). The matching tags display in the “Reconcile Audits” grid.
5. Click the Please Select Audit Report drop-down menu located above the blue “Reconcile Audits” grid header.
6. Select Audit Detail Report under the “--- Excel ---” menu section. The “Audit Detail Report Settings” window opens.
7. Select Arrange by Audit Information, if desired, to place the “Audit Status,” “Audit State,” “Action Taken,” and “Status” columns at the beginning of the spreadsheet.
8. Click GO.
9. If prompted, click Open for “AuditDetailReport.csv.” The report opens in Microsoft Excel.

Site Audit Detail Report

The “Site Audit Detail Report” provides a CSV file for a specific district-created audit.

The report includes: “Audit Status,” “Audit State,” “Action Taken,” “Inventory Status,” “Site ID,” “Site Name,” “Region,” “Department,” “Tag,” “Asset Type,” “Parent Tag,” “Serial Number,” “Audit Scan Date,” “Audit Scan By,” “Audit Location,” “Expected Location,” “Location Type,” “Grade,” “Audit Date,” “Audit By,” “Audit Notes,” “Product Number,” “Product Name,” “Model,” “Manufacturer,” “Product Type,” “Tag Notes,” “Order Number,” “Funding Source,” “Purchase Price,” and “Facility ID.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click View Site Audits.

   

3. Locate the row for the district-created audit.
4. Click Audit Detail Report in the “Actions” column. The “Audit Detail Report Settings” window opens.
5. Select Arrange by Audit Information to place the “Audit Status,” “Audit State,” “Action Taken,” and “Status” columns at the beginning of the spreadsheet.
6. Click GO. The report opens in Microsoft Excel.

Room Audit Summary Report

The “Room Audit Summary Report” provides a PDF summary of a room audit and its tag counts.

The report includes: “Room Number,” “Room Name,” “Room Type,” “Status,” “Created By,” “Created Date,” “Last Modified By,” “Last Modified Date,” “Initiated By,” “Approved By,” “Approved Date,” “Scan Completed By,” “Scan Completed On,” “Audit Inventory,” “Verified,” “Found,” “Missing,” and “Misplaced.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click View Site Audits.

   

3. Search for the district-created site audit.
4. Click District Audit Details, located under the “Actions” column. The “District Audit Details” window opens.
5. Search for the room audit.
6. Click Room Audit Summary Report in the “Actions” column. The report opens.
7. Click Close to close the “Room Audit Summary Report” window.
8. Click Close to close the “District Audit Details” window.

Room Audit Detail Report

The “Room Audit Detail Report” provides a CSV listing of room audit tags and their last audit state, based on the filters applied to the “Rooms” grid and the report filters.

The report includes: “Site ID,” “Site Name,” “Tag,” “Serial Number,” “Audit State,” “Audit Location,” “Expected Location,” “Room Type,” “Audit Date,” “Audit By,” “Audit Status,” “Action Taken,” “Audit Notes,” “Product Number,” “Product Name,” “Model,” “Manufacturer,” “Catalog Type,” “Inventory Status,” “Tag Notes,” “Order Number,” “Funding Source,” and “Purchase Price.”

1. Navigate to the desired site using the Switch to Site drop-down above the Quick Links.
2. Click Rooms, located in the top navigation bar.
3. Click the Please Select Audit Report drop-down menu located above the blue “Rooms” grid header.
4. Select Room Audit Detail Report under the “--- Excel ---” menu section. The “Filter Report” window opens.
5. Select the desired report filters from the Audit State and Audit Status drop-down menus.
6. Click GO.
7. If prompted, click Open for “RoomAuditDetailReport.csv.” The report opens in Microsoft Excel.

Compliance Report

The “Compliance Report” provides a PDF summary for a single approved or closed audit on the “View Site Audits” grid.

The report includes: “Audit Name,” “Inventory,” “Verified,” “Missing,” “Misplaced,” “Created Date,” “Approved Date,” and “Completed Date.” When compliance details are recorded, the report also includes “Compliance Status,” “Police Report Attached,” “District Notes,” and “Updates.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click View Site Audits.

   

3. Click Compliance Report in the “Actions” column on the blue grid header. The “Compliance Report” window opens.
4. Click Record Compliance at the bottom of the report. The “Record Compliance” window opens.
5. Select the Compliance Status for the audit.
6. Select the Police Report Attached setting for the audit.
   • Yes – The site attached a police report for each item with a “Lost” status and is compliant.
   • No – The site did not attach a police report for each item with a “Lost” status and is not compliant.
   • Not Required – A police report is not required.
   • Not Set – The default setting, indicating no selection has been made.
7. (Optional) Enter notes in the Notes field.
8. Click Save. The “Compliance Report” updates with the new information.

Full Compliance Report

The “Full Compliance Report” provides a PDF summary for each approved or closed audit on the “View Site Audits” grid.

The report includes: “Audit Name,” “Site Name,” “Inventory,” “Verified,” “Missing,” “Misplaced,” “Created Date,” “Approved Date,” and “Completed Date.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click View Site Audits.

   

3. Click the Please Select Audit Report drop-down menu located above the blue “Audits” grid header.
4. Select Full Compliance Report under the “--- PDF ---” menu section. The report opens.
5. Select Arrange by Audit Information to place the “Audit Status,” “Audit State,” “Action Taken,” and “Status” columns at the beginning of the spreadsheet.
6. Click Close to close the “Full Compliance Report” window.

Audit Listing Report

The “Audit Listing Report” provides a CSV list of all district-initiated audits across all sites based on the filters applied to View Site Audits.

The report includes: “Audit Name,” “Site,” “Created Date,” “Last Modified Date,” “New,” “In Progress,” “Scan Complete,” “Closed,” “Progress,” “Police Report,” “Inventory,” “Verified,” “Misplaced,” “Missing,” “Compliance Status,” and “Recent Notes on Compliance Report.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click View Site Audits.

   

3. Click the Please Select Audit Report drop-down menu located above the blue “Audits” grid header.
4. Select Audit Listing under the “--- Excel ---” menu section.
5. If prompted, click Open for “Audit_Listing.csv.” The report opens in Microsoft Excel.

District Audit Listing Report

The “District Audit Listing Report” provides a CSV breakdown of the results of an entire district-initiated audit, based on the filters applied in “District Audit Details.”

The report includes: “Location,” “Location ID,” “Grade,” “Status,” “Modified Date,” “Inventory,” “Verified,” “Found,” “Missing,” “Misplaced,” “Audit Due Date,” “Approved By,” “Approved Date,” “Assigned To,” “Scan Completed By,” “Scan Completed Date,” “Total Inventory,” “Total Verified,” “Total Found,” “Total Missing,” and “Total Misplaced.”

1. Click Audits, located in the top navigation bar. The “Audits” menu displays.

2. Click View Site Audits.

   

3. Locate the audit.
4. Click District Audit Details in the “Actions” column. The “District Audit Details” window opens.
5. Click the Please Select Audit Report drop-down menu located above the blue grid header.
6. Select District Audit Listing.
7. If prompted, click Open for “<Audit Name>_Listing.csv.” The report opens in Microsoft Excel.