Run Contextual Reports

From each of the Results by Control Summary and Results pages, you can run reports about the items each page lists.

1. In either of these pages, filter the list of items to include only the controls or incidents you want the report to cover. For example, you can filter a list to include controls at a particular priority, or incidents at a particular status.

2. In the Run Report field, select the report you want to run. Also select Excel as its format. This is the only format available for a contextual report. It produces a file for export to Excel.

3. Click the Go button. A message identifies a job number. Note the number, then close the message.

4. Click the Monitor Jobs button to open the Monitor Jobs page.

5. Locate the row representing the job whose number you noted. When the status displayed in that row reaches Completed, click the Download icon.

6. A file-download window offers you options to open or save the export file. If you select Open, the report opens in a Microsoft Excel instance. If you select Save, use a distinct save-as dialog to navigate to the folder where you want to save the file.