How To Create An Audit Report
These instructions cover how to create an audit report using the CSUF Audit Report Ad Hoc View template.
Before you begin, here are some initial tips to ensure your reports will run smoothly:
1) Clear your browsing history
2) Use a separate Incognito tab
3) Have the course code(s) handy
Start on the Employee Training Center (ETC) Dashboard.
Click on the Self icon.
Select Advanced Reporting.
The screen will refresh to the Repository page.
Open the CSU_PROD folder located on the left-hand panel of the page.
Open the Custom folder.
Open the Reports folder.
Open the FULLERTON folder.
Select CSUF Audit Report - Ad Hoc View.
The screen will refresh to the report template with filter options.
Filter options are located on the right-hand side of the screen.
Scroll down to find the Activity Code filter.
Paste the course code(s) of your training in the Search List Field.
Tip: If you would like to generate this report on more than one course you would need the course code for each one.
- Defensive Drivers Training - In person
- Defensive Drivers Training - Online
The search results will auto-populate based on your search choices.
Select the desired training(s).
The selected training(s) will show under the Selected tab.
Click on the Apply button on the bottom of the filter panel.
Note: This may take a couple of minutes
The report will show the applied filter settings.
Click on the Export file button.
Select the preferred file type for your report.
Tip: We recommend exporting your report as an Excel file for additional filtering capabilities.
For Excel on Google Chrome, your file will start loading on a separate tab.
Then the file will show up on the Download section on the bottom of your screen.
Review your report and check for accuracy.
It is also recommended to apply filters so you can sort by Requirement Status':
- In Progress
- Overdue = Expired, Overdue
- Satisfied = Completed
For any questions or assistance in running reports, please contact the Employee Training Center at firstname.lastname@example.org