Generate a Report

To create a report, ensure all evidences within a framework are completed and uploaded.

Then, navigate to the Reports tab in the left sidebar. (marked with an arrow below)

navigating to the Reports page

Now, click on the New Report tab (marked with an arrow below)

selecting the New Report tab

Here we need to give the Report a name (title), select a Framework to report, and add an auditor's address.

Additionally, we can choose whether to enable or disable NCR (marked with an arrow below).

creating a new report, toggle NCR is marked with an arrow

When selecting a Framework, we can see the full list of its Evidences with checked boxes that we can scroll through.

we can choose to deselect any Evidence so it won't be included in the Report.

If, for some reason, we need to create a Report with a small amount of Evidences, instead of deselecting most Evidences, we can click on the 'Deselect All' checkbox at the top of the list (marked with an arrow below), and then select our desired Evidences.

the deselect all checkbox is marked with an arrow

All that's left is to click the 'Generate New Report' button, and the Report is immediately sent to the desired Auditor to review it.

To learn about your existing Reports, see - Generated Reports.

To return to the Reports Guide hub, click here.

To return to the main guide hub, click here.