Table of Content
When is this helpful?
If you would like to view the different Report Styles available and change your existing Report Setup and Style.
How to Edit a Report Style
Step 1: Log in to the admin portal: https://admin.goaudits.com/ on a Desktop. Under ‘Setup’, select ‘Report Styles’. This will display the default report style available for editing, as per below:
Step 2: To Edit a Report, select the pencil icon on the bottom right-hand side of the template as per the diagram below. You will be taken to a new page where you can change the report format.
* Please note that each checklist configured on GoAudits can have a different report format.
Step 3: Select one of the pre-configured styles.
Step 4: You have the option to add a Logo, Enter Description & Usage, and Enter a Confidentiality disclaimer.
Add Logo to Report
Click Upload to Add logo on the top left and/or top right of the report
Enter Description & Usage
The description & usage message will appear on the first page of the report.
This is used to confirm the report information to be accurate. The message will appear under the signature on the last page of the report.
The next step is setting up the email template:
Step 5 Setup an Email Template
From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.