Tracker 4 Reporting

From SymbiantWiki

Internal Audit departments main product is an audit report, or rather a series of audit reports, one for each internal audit they perform within a business each year. These reports contain recommendations relating to the weaknesses (Issues) that they have found in the part of the business they were auditing. Tracker provides a collection of useful and approved reports as well as providing the ability to create bespoke custom reports.

To create a report go to reports by clicking the [Reports] menu item. The reports are split into 5 key sections, these are:

• Tabular – column based reports.
• Hierarchical – structure based reports.
• Statistics – reports that help identify trends and important areas.
• Charts – graphical charts that help identify trends and important areas.
• Custom – a bespoke report builder.

Within each of these main report sections the reports are further sub divided into reports for various purposes.

To generate a report select the report type, the sub report, configure any of the additional required parameters and filters and click [Generate]. For a detailed review of the filters in Tracker see the in-depth filters section.

By default reports are generated to the screen and are displayed with custom headers, footers and in a style defined in set-up. The reports can be easily printed by clicking the [ Print] button at the top right of the report. Please note that Tracker does not manage the printing, this is done by the browser that is running Tracker. If the report is too big for the printed page then the browser will print overflowing items to different pages. To prevent this, maybe by shrinking the print size to prevent the overflow or to identify where the page breaks should be, print to a 3rd party print manager instead of directly to the printer.

Tabular and Hierarchical

The reports under Tabular and Hierarchical (excluding Audit reports) are generally the same apart from the way they are displayed. These reports are:

• Due / Overdue
  Displays either all due issue actions, issue actions that are due in x number of weeks or those that are already overdue. Use the settings drop-down to define which to display.
• Monitor (Register)
  This report generates a complete list of issues and their recommendations and actions including key audit information.
• New
  By selecting a to and from date under settings all issues that were created between these dates will be displayed.
• Assignments
  A report that displays which issue recommendation actions have been assigned or are not assigned. Define whether to display Assigned or Not Assigned under settings.
• Not Adopted / Superseded
  This report displays all issues with a status of not adopted or superseded.

Additionally, specific to the tabular reports:

• Audit
  Generates an audit trail report of either all changes, action by date changes or assignment changes. The type to generated can be selected from a drop-down under settings.

Statistics and Charts

The statistics and chart reports offer a few shared reports (chart reports require Adobe Flash installed on the users computer), these are:

• Summary
  This report shows the current status of the issues within Tracker additionally noting if they are overdue or not yet due. The chart is displayed as a simple bar chart. When viewing the statistics you can additionally choose whether to group by divisions.
• Trend Analysis
  Shows trends through issue ratings and overdue actions over time. Can be displayed as a percentage by checking the box under settings.
• Aged Analysis
  Shows an aged analysis of overdue actions by division.

In addition to the shared reports above, statistical reports can also be generated for:

• Open Items
  Shows how many open items are due by a certain action by date.
• Past due items
  Shows how many items are past due and who they are assigned to.
• Closed items
  Shows how many closed items there are and which audit report (name) they are in.
• Changes
  Shows how many general changes and action by date changes have been made on issues.

Custom

Trackers custom reports allow for completely bespoke reports to be generated. The reports are generated in the tabular format and include the report headers and footers defined during set-up as well as the grid styling.

The custom reports extend the filter matrix to include a Show check box. By checking this box the identified column is displayed on the report. Checked columns can include filter and sort information as normal. The filter can include as many checked and unchecked filter defining columns as is required to create the report. The name displayed on the report is defined under settings.

To save a custom report to be reused later, ensure a name has been entered for the report under settings and click the button. Generally when a custom report is saved it is saved with private privileges meaning that only the user that created the report can view it. However, administrators and managers can optionally save reports for all users or all managers (administrators can also save for all administrators) by selecting the relevant option from the Save As drop-down.

To view a saved report, select if from the reports sub menu. Users that created a report or administrators can delete reports from the system by clicking the when viewing the report in question.