Audit log: search, reports and export

The audit log is a table of all completed audits with filters, reports and exports. You'll find it under Analytics → Audit log. An administrator sees all locations; other employees see only their own.

What's in the table

Columns: Location, Date, Result, Auditor, Checklist, Status, Processing. You can sort by location, date and result by clicking the column header.

Status:

• Completed — the audit is finished and scored 70% or higher;
• Failed — the audit is finished and scored below 70%;
• In progress — the audit isn't finished.

Processing shows whether the report is ready: “queued”, “success” or “error”.

How to find an audit

1. Pick a status tab. All, Completed, In progress or Failed — each shows the number of audits next to it.
2. Set the dates. Click the period button (“All dates”), enter From and To, and click Apply.
3. Filter. Choose a checklist, location or auditor in the drop-down lists.
4. Use search. The search field in the top bar searches by location name, checklist name and auditor name.

Audit actions

The arrow button at the end of a row opens a menu:

• Open audit — the web version of the audit report in a new tab;
• Download PDF — the report as a PDF file; if the PDF isn't ready yet, the web version opens instead;
• Download Excel — this audit's row in Excel;
• Create task — opens a pre-filled new task window in Tasks: the title “Violations: checklist — location”, the audit's location, and a description with the date, result and a link to the report. You only need to choose an assignee and a due date;
• Delete audit — administrators only, after confirmation. See the question below.

Exporting a report

1. Click “Export report”. The button in the page header opens the Audit export window.

   

2. Choose a format. Excel (styling, filters, summary), CSV (for importing into other systems) or PDF (a ready-to-use file).

3. Select columns. At least one is required.

4. Set the options. Summary sheet adds totals and the filters applied. For PDF, choose the PDF orientation — Portrait or Landscape.

5. Check the filters. Period, statuses, checklists, departments and auditors. With no filters, all audits are exported.

6. Download. Click the export button.

Summary by location: “Work → Audits”

If you need totals by location rather than every individual audit, open Work → Audits — the Completed audits by location page. For each “location + checklist” pair it shows the number of audits and the average result for the selected dates. By default, the last three days are shown. Filters: checklist, location, auditor and search; the Export to Excel button downloads the table.

Frequently asked questions