How To Run An Compliance Audit Report

Before you begin, here are some initial tips to ensure your reports will run smoothly:

1) Use Google Chrome browser

2) Clear your browsing history 

Running a Compliance Audit Report

The Compliance Audit reports were originally designed for the purpose of the annual Presidential Audit, however they can be ran at any time to see that status' of assigned individuals.

Step 1:

Start on the Employee Training Center (ETC) Dashboard

Click on the Self icon

Arrow pointing to Self tab

Step 2:

Select Advanced Reporting

Arrow pointing to Advanced Reporting link

The screen will refresh to the Reports Repository page.

Repository page

Step 3:

Click on the folder (+) to expand it

Follow path A-F

Folder hierarchy

The Presidential Audit folder has been renamed to Compliance

Step 4:

Click on the appropriate link to run the report

Arrow pointing to Presidential Audit Report options

Step 5:

Click on the Export file button.

Arrow pointing to Export button

Step 6:

Select the preferred file type for your report.

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

Arrow pointing to Excel file option

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

Arrow pointing to report download on bottom of page

Step 7:

Review your report and check for accuracy

Filtering the Report

See the Filtering a Presidential Audit Report guide for instructions on how to filter the report to best analyze the report as well as tips and recommendations

Need More Help?

For any questions or assistance in running reports, please contact the Employee Training Center at [email protected]