Generate a report for an engagement in a classic report template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sn_audit.manager, sn_audit_ws.supervisor

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

    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.
      Tabela 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.