How to Generate a Compliance Report through a Project

1.    Access the Compliance module.

2.    In the Projects section, click the List Projects option.

3.    In the List of Projects section, click Edit next to the project for which you want to generate a report.

4.    Click the Analysis tab.

5.    Click Reports.

6.    Click the List of Reports tab.

 

The system displays a screen with the available compliance reports grouped by language.

 

7.    Click Generate Report () next to the report you want to view for the project (see figure below).

 

 

Note: The report will not be generated without data if the interviews or reviews have not been completed. In this case, generate the report at a future date when interviews have been answered and reviewed in order to view the results of the analysis.

 

8.    Click Generate Report in the screen that appears (see figure below).

 

 

The system displays the report in a new window (see figure below).

 

 

9.    All reports provided by the system include a menu on top to facilitate navigation. If you want to send the report via e-mail, click Send. The message template for sending reports and the message service must have been configured correctly in the Administration module.

 

The system displays an area where you can specify recipients for the e-mail. You can insert e-mail addresses by clicking To (see figure below) or manually, separating each address by a semicolon. The system allows up to 30 e-mail addresses to be selected at a time.

 

 

If, for example, you selected Person, the system displays a window where you can select the people to which you want to send the report (see figure below).

 

 

10. Once finished specifying recipients, click Send PDF (see figure below).

 

 

The system displays a success message.

 

11. To print a full report, click Print, or select Print Current Page to only print the page you are viewing.

 

 

12. To save a report, select either PDF or RTF as the format from the drop-down list and click Save.

13. In the dialog box that appears, click Open to open the report in the format selected on your computer, or click Save. If you want to quit the operation, click Cancel.

14. The navigation buttons from this menu can be used to browse through the report’s pages. Click First Page () to go to the beginning of the report; click Previous Page () to go to the previous page; click Next Page () to go to the next page in the report; and click Last Page () to skip to the end.

15. To navigate the report pages, you can also select the page from the drop-down list from the Page field.

16. You can also browse the report by clicking the name of a topic from the table of contents on the left (see figure below).

 

 

17. When finished viewing the report, click Close in the upper right corner of the screen. This report can be generated again at any time if you want to view updated results of the analysis.