How to create an Excel Audit Report (Showing a Log of Changes to Records)

Accessing Reports #

Navigate to Setup by selecting the spanner at the bottom left.

Select Reports,

Select the plus icon to create a new report,

Report Details #

First select which Module we want the report to pull data from, for example, Register Risks, Controls, Incidents, Workshops etc.

Name the report,

Report Type #

Select the Type of report, in this example Excel (.xlsx)

Report Assignment #

Next, we need to assign who can see/generate this report, you can select specific Users, Roles and Divisions, for our example we will allow Admin and Risk Admin users to access,

Configuring the Report #

First, you need to configure a Data Source, there are three distinct types of Data Sources,

For our example, we shall be using an Audit based structure,

Graph – Pulls a graph-based data structure with entity relationships and allows for the nested selection of attributes. The most common use!

Tabular – Pulls a flat data structure, where each column represents one value, (Like in excel)

Audit – Pulls an Audit data structure used to retrieve historical data about record change history.

Retracted – Pulls a Retracted Record structure used to retrieve a list of any records within a module that were deleted (Archived)

Auth [Users] – Pulls an entire list of all User details, Roles, Divisions etc.

Configuring the Data Source #