Configure reports for random audit sets

After you have enabled the random audit feature, you can create or edit reports specifically for the random audit portlet and assign them to specific portlets. The reports will display in the portlet(s) after they are configured. For more general information about reports, see Report manager.

To configure a random audit report

  1. From the Administration menu, select Report > Report manager.

  2. Either locate an existing report to assign to the random audit portlet or create a new report. See Edit, rename, and delete a report or Add a report

  3. Select the Portlets tab.

  4. Select New.

  5. Complete the fields.

    Field

    Action

    Portlet name Select List - audit set member list from Portlet name menu.
    Module Select a module from this drop down list. The report is available in the chosen portlet for all users with access to this module.
    Display Select Single window to display the report in one pop up window, or select Multiple windows to display each report in its own pop up window.
  6. Select Submit.

    When users hover over the Reports button in the Random audit screen, the report’s name displays. When users selects the report’s name, the report runs on the set.