Reports

During the use of the Action Audit module, users in various auditing roles input a large amount of data into the system, which can then be used not only for ongoing operational activities but also as a source of data for reports.

Reports can be found in two locations:

1. In the report center
2. In the completed audit view

Report Center

The screen providing access to all reports is available in the left menu bar, under the Audits tab, in the Reports section.

The following types of reports are available in the audit module:

• Audits results report
• Auditor diligence report
• The most difficult questions report
• Areas results report
• Category results report
• Correctives report
• LPA report
• Nonconformities report

Audits results report

This report allows users to view the percentage results of audits in different areas. By presenting results in a schedule format, users can conveniently see the outcomes achieved in each week of a given month. The colored blocks in the schedule have the following meanings related to the score threshold set for a given area:

• Color green indicates that the audit result was within the acceptable compliance threshold
• Color red indicates that the audit result is below the threshold
• Color gray indicates an audit not performed
• Color purple indicates an audit marked as Unexecuted

Auditor diligence report

The Auditor Diligence Report is presented in a table with rows. Each row corresponds to individuals conducting audits over a selected period.

At the top of the panel, it is possible to change the following parameters:

• date range - the time period for which we want to obtain information on auditor diligence
• layer selection - the audit layer for which we want to obtain information
• Show Report - a green button that allows generating the report based on the selected parameters

The following columns provide relevant statistics:

• Auditor - the name of the auditor the row refers to
• All - the number of audits assigned to the person in the selected time period
• Finished on time - the number of audits conducted before the deadline specified in the audit “ends on” date and the corresponding percentage value
• Finished late - the number of audits conducted after the deadline and the corresponding percentage value
• Pending - the number of audits remaining to be completed and the corresponding percentage value
• Unexecuted - the number of audits marked as Unexecuted

The most difficult questions report

The purpose of the Most Difficult Questions Report is to identify the most problematic questions from the perspective of the audited person. The report focuses on presenting the percentage share of correct answers out of all provided answers.

The report consists of four main elements:

• data range filter at the top of the screen, along with additional options:
  • checklist selection
  • multi-filter for selecting audit areas
  • filter for selecting the month range from to
• TOP questions bar chart from the selected checklist
• trend table of correct answers to questions over the specified period

Areas results report

The goal of the Areas results report is to identify audit areas with the best and worst results over a given period. The report, depending on the number of selected areas, consists of three or four main elements:

• data range filter at the top of the screen, along with additional options:
  • checklist selection
  • filter for selecting the month range from to
• bar chart of area results showing up to 25 areas ranked from best to worst
• trend table of results achieved in specific areas over the specified period

A fragment of the Area results report_ is shown in the image below.

Categories results report

The goal of the Categories results report is to present the results achieved in different categories of questions over a given period on a spider chart. Using this report is therefore relevant only for audit types with multiple defined categories, such as 5S/6S: Sort, Set in order, Shine, Standarize, Self-discipline, Safety.

The report consists of three main elements:

• data range filter at the top of the screen, along with additional options:
  • audit type filter
  • multi-filter for selecting audit areas
  • month range filter from to
• radar chart of question categories
• trend table of results achieved in different categories over the specified period

A fragment of the Categories results report is shown in the image below.

Correctives report

This report is in the form of a table and provides information on the number and percentage share of corrective actions grouped into four categories:

• Audit type
• Area
• Auditor
• Corrective plan assignee

The report consists of two main elements:

• Data range filter at the top of the screen, along with additional options:
  • Audit type filter
  • Multi-filter for selecting audit areas
  • Month range filter from to
  • Filter for choosing the option without recommendations or with recommendations
• Results table containing the following columns:
  • Audit type
  • Audit area
  • Auditor
  • Person responsible for corrective actions
  • Number of reported non-conformities
  • Number of corrective actions completed on time (as a number and as a percentage)
  • Number of corrective actions completed late (as a number and as a percentage)
  • Number of corrective actions remaining to be done (as a number and as a percentage)

LPA report

The LPA Report provides information about LPA report results.

In the LPA report view, the report consists of:

• date range filter
• filter bar with options to select the auditor and the person responsible for corrective actions
• a table with quantitative and percentage results for the following categories:
  • Detected nonconformities - the number of identified nonconformities in a given area
  • Finished on time - the number of audits completed before the planned completion date
  • Finished late - the number of audits completed after the planned completion date
  • Pedning - the number of audits remaining to be done

There is also the option to switch the report view to the LPA action implementation report by pressing the green button in the upper right corner of the screen.

In this view, the following elements are available:

• table by audit layers - a table showing how many audits are currently scheduled and completed in the system, and their percentage completion. The higher the percentage, the fewer LPA audits are awaiting completion.
• table by areas - a table showing how many audits are currently scheduled and completed in the system relative to a given area, and their percentage completion. The higher the percentage value, the fewer LPA audits are awaiting completion.

Nonconformities report

The nonconformities report presents all actions resulting from corrective action plans in a table format. Each table row corresponds to one nonconformity and contains the following information:

• Reported - date of detecting the nonconformity
• Area - the area where the nonconformity was detected
• Regards question - the question that caused the nonconformity detection
• Nonconformity description - description defining the deviation added by the auditor
• Compliance
• Corrective act. num.
• Corrective act. state
• Resolution - how the issue was resolved
• Finish date - date of corrective action completion

Individual Audit Reports

A group of reports available in the view of a single, completed audit in the top navigation bar under the PDF button. For each completed audit, two reports are available with the status of its execution:

• Simple audit execution report
• Full audit execution report

Both reports are available only in PDF format, have the same header, and contain similar information, but differ only in the level of detail.

The simple report presents information on detected non-conformities in a summarized form, showing at most one thumbnail photo for each.

The full report presents each nonconformity on a separate page with up to three larger format photos. Additionally, the summary section with the most important statistical data of the report is visible on the title page.

A fragment of the report is shown in the image below.