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 

Step 1:

Start on the Employee Training Center (ETC) Dashboard.

Click on the Self icon.

Step 2:

Selct View Full Menu.

Arrow pointing to View Full Menu

Step 3:

Select Reporting.

Arrow pointing to Reporting

Step 4:

Select Advanced Reporting.

Arrow pointing to Advanced Reporting

Step 5:

The screen will refresh to the Repository page.

Repository page

Click the (+) on the CSU_PROD folder located on the left-hand panel of the page.

Arrow pointing to CSU PROD folder

Step 6:

Click the (+) on the Custom folder to expand it.

Arrow pointing to Custom folder

Step 7:

Click the (+) on the Reports folder to expand it.

Arrow pointing to Reports

Step 8:

Click the (+) on the FULLERTON folder to expand it.

Arrow pointing to folder

Step 9:

Under FULLERTON, select the PUG folder.

Arrow pointing to PUG folder

Step 10:

Select CSUF Audit Report - Ad Hoc View.

Step 11:

The screen will refresh to the report template with filter options.

Filter options are located on the right-hand side of the screen.

Step 12:

Scroll down to find the Activity Code filter.

Box outlining Activity Code filter

Step 13:

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.

e.g. 

  • Defensive Drivers Training - In person
  • Defensive Drivers Training - Online
Highlighted text in search field

Step 14:

The search results will auto-populate based on your search choices. 

Select the desired training(s).

Selected course code

The selected training(s) will show under the Selected tab.

Arrow pointing to Selected section for filter

Step 15:

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.

Arrow pointing to Apply button

Step 16:

The report will show the applied filter settings.

Step 17:

Click on the Export file button.

Arrow pointing to Export button

Step 18:

Select the preferred file type for your report.

Arrow pointing to Export button

Tip: We recommend exporting your report as an Excel file for additional filtering capabilities.

Arrow pointing to Excel file option

Step 19:

On Google Chrome, your Excel file will start loading on a separate tab.

Arrow pointing to separate tab on browser

The file will then show up on the Download section on the bottom of your Google Chrome screen.

Arrow pointing to report download on bottom of page

Step 20:

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 employeetrainingcenter@fullerton.edu