Legacy Reports

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 Post-Audit Report Templates, which can be customized as needed. The system-generated report templates are as follows:

Pre-Audit Report Templates:

  • Audit Engagement Letter

  • Trustee Representation Letter

Post Audit Report Templates:

  • Management Letter

  • Audit Report: Disclaimer of Opinion

  • Audit Report: Adverse Opinion

  • Audit Report: Qualified Opinion

  • Audit Report: Unqualified Opinion

The Legacy Templates page displays various columns for easy organization:

Columns:

  • Template Name

  • Template Type

  • Tag

  • Auditor

  • Year

  • Modified on (Date)

  • Sign Required

  • Shared to Firm

  • Active

  • Action

You can use the search bar to search for templates by Template Name or Tag. Additionally, filters can be applied to the list of templates based on Template Name, Tag, Auditor, and Year.




Creating a New Template:

Step 1:- Go to Admin > Report Templates > Legacy Templates.



Step 2:- Click on Create Template from the top-right corner.



Step 3:- Fill in the required details on the slider, such as Name, Tags, Template Type, Select Type, Auditor Name, and Year End.



Step 4:- Select the New Template option and click Create.


Cloning a Template:

Step 1:- Go to Admin > Report Templates > Legacy Templates.



Step 2:- Click on Create Template from the top-right corner.



Step 3:- Fill in the required details on the slider, such as Name, Tags, Template Type, Select Type, Auditor Name, and Year End.



Step 4:- Select the Clone Template option and choose the Template you want to clone, then click Create.


Editing a Legacy Template:

Step 1:- After cloning an existing template, click on the Edit Report icon next to the template you want to customize.



Step 2:- A slider will open with a text box similar to Google Docs or Microsoft Word.



Step 3:- Edit the content as needed and click Save to apply the changes. You can also click on Preview to preview changes.


Sharing Legacy Report Templates:

Step 1:- Go to Admin > Report Templates > Legacy Reports.



Step 2:- Click on the Share with a Firm icon. 



Step 3:- Select the firm you want to share the template with and click Share.



Step 4:- You will receive a confirmation at the bottom right corner of your screen.


How to Apply Filters

Step 1:- Click on the Filter icon from the top-right corner of the Legacy Templates page.



Step 2:- You will now be able to see all the filters that you can apply. 



Step 3:- Select the Filters that you want to apply and click on Filter.




By customizing Legacy Templates, you can create personalized and tailored report templates for your audit reports and documents.

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


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