BP 11122023 129pm - Flipbook - Page 128
On the Offering page in the Reports group, select Audit to open the Audit Reports page.
Set up the report. For descriptions of the options used to set up an Audit report, go to Setup
Options for the Audit Report.
In the upper-right corner, click the download button (upper right-hand side of the screen) to
generate the report. From the menu, select the report format 3 Excel or PDF.
Excel: the Excel version uses the same data source as the PDF but may contain more data, which
is presented in an .xls layout. The Excel version is the option to choose if you want to do a mail
merge or if you want to import the data in the selected report into a spreadsheet program, such as
Microsoft Excel.
PDF: the PDF version is useful for most purposes because it extracts the most commonly needed
data from the report and presents it in a well-designed layout. Note that the PDF contains less
information than the Excel version and is a more suitable option when you need a report that is
easily read.
After you submit a report for processing, the system estimates the time it takes to generate the
report. Follow your browser's instructions for opening the downloaded report.
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