Audit Reporting

Use Audit on the Single Site Reporting page to review completed audit forms, issues, and open actions for your site.

This article covers the Audit report only. For the list of all 12 report types, see Site Wide Reporting.

Note: Single Site Reporting is available to Managers and above, including Line Managers.

Open the Audit report

Log in to the ComplianceTrackr desktop portal.
In the left menu, open Reporting Dashboard.
Select Single Site Reporting.
On the Single Site Reports screen, select Audit.

Summary cards

The top of the page has four cards.

Audit Complete

The first card is labelled Average and titled Audit Complete. It shows how many audit forms were completed (100%).

Use the date field to filter that count. Dates display as DD-MM-YYYY.

Issues Identified

The second card is labelled Numbers and titled Issues Identified. It shows two counts:

Open issue
Closed issue

Each count has its own date range:

Open Issues Date Range
Closed Issues Date Range

Audit Type

The third card is labelled Numbers and titled Audit Type.

Use Select Audit to choose an audit category. The large number is how many completed audit forms match that category.

Open Actions

The fourth card is labelled Percentage and titled Open Actions.

Use Select Audit again to choose a category. The percentage is how many actions in that category are still open (not closed).

If no audit data matches the date range or selected type, a card may show 0 or NaN%. Change the dates or the Select Audit dropdown, or check that audit forms have been submitted.

Overview chart

The chart section heading on screen is Report Based on Audit Repoting, with the label Overview Audit Repoting.

Use Select Year to load that year’s monthly results. The page opens on the current year.

The chart title is Audit Reporting based on Audit Data. The vertical axis is Audit Level By Numbers. Months run from January to December.

The legend uses these ratings:

C — Compliant
N/A — Not Applicable
N — Non-compliant
IR — Improvement required
N/V — Not verified

Audit report summary cards for Audit Complete, Issues Identified, Audit Type and Open Actions, plus the yearly Audit Reporting chart — Audit summary cards and yearly overview chart

Audit forms submitted

Scroll down to Audit Form Submitted for each completed audit form.

Turn on Show Only Inprogress Form? if you only want forms that are still in progress.

From this table you can:

open a completed form, which shows form type, submitted by, submission time, and whether the form is in progress
send a reminder for an incomplete form — the user receives an email and an in-app notification
open Reminder Activity logs to see who sent a reminder, who received it, and when

A reminder can be sent once per day. If the reminder button is unavailable, it will show that it can be used again tomorrow.

Audit Form Submitted table and Audit Issue Identification lists for Pending, In Progress, Closed, Open, and Without Controls — Audit submitted forms and issue lists by status

Audit issues

Issues raised on audit forms are grouped by status:

Audit Issue Identification - Pending
Audit Issue Identification - In Progress
Audit Issue Identification - Closed
Audit Issue Identification - Open
Audit Issue Without Controls

Open an issue’s action details to see controls, the action taken, who took it, who closed the ticket, accept or reject notes, status, and times. Photos attached to an action can be opened from that list.

If a table says “No data available” or “No completed forms found for the specified criteria”, nothing in the current filters matches. Widen the date range or switch the in-progress toggle off.

Site Wide Reporting