Site Audit - Report Types
  • 15 Jul 2022
  • PDF

Site Audit - Report Types

  • PDF

Site Audit Category Report Types Search List Screen

You can manage and create different types of site audits that are available from the Site Audit Types Search list screen.
image.png

Notable Information
Navigate to the Site Audit Report Types by going to Site Audit and selecting Report Types.
image.pngPreviously, Site Audit Report Types could be found under the CRM menu as Manage Site Audit Categories Types.
Site Audit Categories and Report Types belong to a new menu category called Site Audits.
Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save.
1. Search for a site audit category report type.
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen.
3. Add a New site audit category.
4. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View).

Site Audit Category Report Type Details Screen

Create a new report type or click on a site audit report type item to view the site audit report type screen. Click here for more information.

image.png

Notable Information
The elements representing Delete, Save, and Cancel appear differently but the functionality is unchanged.