Who is this article for?

Administrators looking to generate reports.

Administrator permissions are required.

Disclose simplifies reporting by offering a user-friendly interface and robust data visualisation tools, streamlining the process of generating comprehensive reports.

Its customisable templates and real-time data updates empower organisations to create informative reports with ease, ensuring effective communication of critical information.

This article shows you where you can generate and view reports.

1. Accessing reports

To access reports, go to the Reporting section of the main Administration menu.

Here, you can request or view a previous report. You can also run a report by clicking the Reporting icon from the Answer Set page.

2. Requesting a report

You can request a report in the Request Report section.

To request a report:

1. Select Answer Set details for the Report Type.
2. Set the User.
3. Select the Status.
4. Select the Client.
5. Choose a Checklist.
   You can also leave these with default values if you're looking for a general report. Accessing this report from the Answer Set page will automatically fill in the default details you have selected on screen.

6. Click Generate.

Once you've generated the report it may take a few minutes to generate, showing as Added.

When the report is ready, the status will change to Ready.

You can delete the report at any time by selecting the option from the actions menu.

3. Viewing a report

You can view all reports you have requested in the View Report section.

We advise deleting reports once you no longer need them. Once a day, a service runs and cleans up any reports with the Expired status (i.e. those over 24 hours old).

4. Exporting a report

You can export reports to create a local offline copy or print the report out.

To export a report:

1. Open the actions menu.
2. Choose one of the available options.

3. Documents will save to the Downloads folder.
   Depending on your settings, PDF files will usually open first to allow you to then save the document in the correct place.

Further reading

• Managing Answer Sets