Generating Reports

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For an auditor or admin they can run reports such as:

Audit Activity Report
Auditor Feedback Report
Expense Report Header Level Risk

 

1. Once your logged into your AppZen account, click on the "Reports" option on the left-hand side of the screen then select "Generate Reports"

 

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2. Select the report you want to generate. There are three reports to generate data. It's broken down by summary reports and detailed reports.

 

 

Summary Reports:

Audit Activity Report
Auditor Feedback Report
Expense Report Header Level Risk

 

 

Detailed Reports:

Expense Report Audit Risk Details by Line

 

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3. Choose the report you would like to run select the "Go" button

4. Select the start and end date. Choose the organization you want to run the report for along with the policy.

5. For Expense Report Header Level Risk and Expense Report Audit Details by-line, choose the "risk score" you want to run a report on. The options are:

 

High
Medium
Low

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6. The Auditor Feedback Report you can choose the feedback code and the auditor user ID that you want to run reports on.

 

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7. Once you have made your selections click the "submit" button.

 

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