Product Reports > Audits
The 'Filters/Results' tab functions like Advanced Search, allowing you to filter for the specific company list you want to report on:
Options include:
- All Companies, Current Search (from the 'Filters/Results' tab), or select a Saved Search
- Date range (defaults to Today)
- Enter Comment Filter
- If Competitive Products are enabled you will be able to select your company or your competitors
- Users (who entered the audits): Any User or Selected Users
- Company Type: Customer, Distributor, Other (no type), Outside Sales, Prospect, and/or Regional
- 'Show most recent only when there is more than one event' checkbox i.e. if a company has more than one audit during your selected date range only show the most recent.
- Products To Include: All Products, Selected Products, or Products in Selected Folders
The 'Audit' tab allows you to sort audits into the 'Do Not Include' and 'Include' mover boxes. Once the audits are sorted as desired click 'Export':
Choose your Export Type.
- Built-In Reports are PDF files that output each audit on its own page with company information on top. You can filter these to include:
- Entire Audit
- Changes Only
- Discontinues
- Voids
- New Placements
- Missing Tags
- Out of Stocks
Click Here for general Collateral information and setup instructions.
Please note these report can also be generated by starting on Advanced Search, performing a search or using a Saved Search, and selecting Push Results To > Reports > Audits.