) next to the report you want to
generate (see figure below).1. Access the Compliance module.
2. Select Generate Reports from the Reports option on the menu.
The system displays the list of report templates available in the system grouped by language. The Template Type column indicates the type of report (Compliance Analysis Report), while the Origin column indicates if the template has been customized or if it was provided by Modulo.
3.
Click Generate Report () next to the report you want to
generate (see figure below).
The system displays a screen where you can select the project for which you want to generate the report.
4. Select the project for which you want to generate the report from the Project combo box.
5. If the interviews or reviews are not completed, the system will display an alert and the report will not be generated. To generate the report anyway, mark the Generate report even with the scope empty checkbox.
6. To continue, click Generate Report (see figure below). If you want to quit the operation, click Cancel.
The system loads the report in a new window (see figure below).
7. 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).
8. Once finished specifying recipients, click Send PDF (see figure below).
The system displays a success message.
9. To print a full report, click Print, or select Print Current Page to print only the page you are viewing (see figure below).
10. To save a report, select either PDF or RTF as the format from the drop-down list and click Save.
11. 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.
12. 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.
13. To navigate the report pages, you can also select the page from the drop-down list from the Page field.
14. You can also browse the report by clicking the name of a topic from the table of contents on the left (see figure below).
15. 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.