How To Create An Audit Report (Updated)
These instructions cover how to create an audit report using the CSUF Audit Report Ad Hoc View template, which you will learn how to access by following this guide.
Before you begin, here are some initial tips to ensure your reports will run smoothly:
1) Clear your browsing history on Google Chrome
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.
Selct View Full Menu.
Select Advanced Reporting.
The screen will refresh to the Repository page.
Click the (+) on the CSU_PROD folder located on the left-hand panel of the page.
Click the (+) on the Custom folder to expand it.
Click the (+) on the Reports folder to expand it.
Click the (+) on the FULLERTON folder to expand it.
Under FULLERTON, select the PUG 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: Depending on how large the report will be, it may take a few minutes to generate.
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.
On Google Chrome, your Excel file will start loading on a separate tab.
The file will then show up on the Download section on the bottom of your Google Chrome 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