Audit Job Reports

Introduction

Detailed or summarized reports for the audit jobs created can be downloaded from here. You can also filter the listed jobs by Date Range, Fund Name, Status, Staff Name, Role, and Label to download desired reports.

You can also apply the filters and save them with a name so that, whenever you want to download the report with the same filters, the saved filters will be applied automatically to the current list of documents.

You can include Completed and Deleted jobs or view only jobs with contravention. You can reset the filters by clicking the Reset icon next to the Filter button.

All the filters are available at the top of the page and will be visible by default, if you want to collapse the filter menu, you can click the Filter icon to process forward.

How to Name and Save applied filters

Step 1:- Once you have successfully logged into the platform, click on Audit Job Reports.

Step 1: You can also click on Practice Analytics > My Practice Analytics > Audit Job Reports.

Note: If you directly go to the Audit Job Reports, you can only select maximum 1 year of date range to create Audit Job Reports. Although, through My Practice Analytics, you can select maximum 5 years of date range.

Step 2:- Now click on the Filter icon to open the filter slider.

Step 3:- Apply the required filters for the desired report and click on the Heart icon to save the applied filters as favorites.

Step 4:- A text box will now appear where you can name the saved filter. Once you have given a name to the selected filters to save with, hit Save.

Step 5:- Your applied filters will now be saved and can be viewed by clicking on the Favourite drop-down from the top right. You can also click on the Delete icon to delete the saved filter.

How to Download Audit Job Report

Step 1:- From the Audit Job Reports page, apply the filters as per your requirement or choose from the Favourites.

Note:- Applying filters is not a compulsion, this step can be skipped.

Step 2:- Now click on Export as Excel and choose any one from Export a Summary Report or Export a Detailed Report.

Step 4:- Now click on Export.

Step 5: You have an option to Include Timestamp in the Audit Job Report that you download.

Here's how the Audit Job Report with the Include Timestamp checkbox selected will look like.

Here's how the Audit Job Report with the Include Timestamp checkbox not selected will look like.

Step 6:- A report will be exported and saved on your device.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.