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 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 a 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:- A pop-up warning will appear, click on Yes to continue.

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

For further information or assistance, please contact support@cloudoffis.com.au

• Related Articles

• Audit Letters and Reports

  Introduction The report templates have been organized into two main categories: Pre-Audit Templates and Post-Audit Templates. Pre-Audit Templates: Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post-Audit Templates: ...

• Legacy Reports

  Introduction Legacy Templates are the former version of Report Templates in the Auditomation Portal. They are used to create Pre-Audit and Post-Audit Report Templates. The system generates several predefined report templates, including Pre-Audit and ...

• Audit Job Reports

  This part of the portal is from where you can download either Summarised or Detailed reports of your funds in your account. Following are the columns and button description on this page. At the beginning of this page, Filters are available which can ...

• Report Templates

  Introduction Report templates are used to create templates for pre and post-audit reports. Creating a report template is a one-time process and the same report templates can be used as many times as required. These Report Templates can be deleted, ...

• Audit Job Queue

  Introduction When a job is created, initially it will be listed under Audit Job Queue. Till this stage the license is not consumed, once the job is processed from here, the license will be utilized. To know if the license has been utilized or not, ...