Once you have built a Report using the Report Builder you can add additional columns to the report results table to show the exact information you need to capture.
Adding a preset column
There are a number of preset columns that you can choose from and add to your report.
Select the three line menu icon from the right hand corner of your results table.
This will then reveal a list of available options for you to select. Simply select or deselect to add or remove columns and the results table will automatically update:
Adding Other Additional Columns
In addition to the preset columns available, you can also add other additional columns, specific to your audits.
To add a column, select Add additional fields to results button above the results table:
If your report is an Audit Report, upon clicking Add additional fields to results you will be presented with the option to pull through Sections, Requirements, Evidence Questions or Comments:
Adding Section Information
If you would like to add Section information to your columns, select Section from the initial list and then select the Audit Template you would like to pull the Section from. The audits listed here will be specific to your organisation.
Finally, select the Section Reference for the Section you wish to include an click Add column:
The results table will update automatically and will show the Rank for the selected Section.
Adding Requirement Information
If you would like to add Requirement information to your columns, select Requirement from the initial list and then select the Audit Template you would like to pull the Requirement from.
Then select the Requirement Reference that you would like to include in the results table and click Add column.
The results table will update automatically and will show the Rank for the selected Requirement (you can add as many Requirement columns as you wish).
Adding Evidence Question Answers and Comments
Follow the same process as discussed above in order to add columns to show the Evidence Question answers and Comments.
Simply select Evidence or Comments from the initial list, choose the audit template and the questions that you would like to include in the report.
The table will automatically update and pull through the answer to the Yes, No, N/A question (for the Evidence column) and any comments that have been made (in the Comments column).