Generate a report for an engagement in a classic report template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Generate a report that summarizes the findings of an engagement to communicate the report findings to executives.

    Vorbereitungen

    Role required: sn_audit.manager, sn_audit_ws.supervisor

    Warum und wann dieser Vorgang ausgeführt wird

    You can generate a report for engagements that are in the Awaiting approval, Follow up, or Closed complete states.

    Prozedur

    1. Navigate to All > Audit > Audit Workspace.
    2. Select the lists icon (List icon.).
    3. Select All engagements or My engagements in the Execution list.
    4. Select the link to the engagement record in the Name column.
      The engagement must be in Awaiting approval, Follow up, or Closed complete state.
    5. Select the Details tab.
    6. If you have not entered details in the Report section of the Engagement form, then fill in the fields.
      Tabelle : 1. Report section of the Engagement form
      Field Description
      Report template Template used to generate the knowledge base article that reports the engagement results.
      Report knowledge base Knowledge base to be used.
    7. Select Save.
    8. To generate the report, select the Generate report button.