Generating reports

  1. Select Reports from the menu bar.
  2. On the left, select General reports.
  3. On the right, select the report to run.

    Note:

    For worklist reports you must also select either Site or User to generate the appropriate report.
  4. Fill in the fields, and click Generate.
    • To download the report as an Excel spreadsheet, click Export to Excel.
    • To download the report as a DAT file, click Export to File.
    • To print the report, click Print.

Note:

Both assessment reports and master reports can still be generated, but since they refer to outdated processes, no data is populated in these reports.