Downloading Audit and Remediation Reports

Once you've finalized your audit, Simplifya will generate the audit report. Your audit report is viewable within the Simplifya web app, but can also be downloaded into a .PDF file.

With the release of Simplifya's new Audits module, we've changed the report downloading process to accommodate larger file sizes. If you've already gone to your report and generated the PDF, skip to Downloading your report from the Documents module.

Step 1: Generating a PDF of your Audit or Remediation Report

1. Log into your Simplifya account and go to the Audits module.

2. In the far right column, click on the ellipses icon for the audit that you’d like to download. Click on the ellipses menu, and select "View Report". This will take you to your audit report.

3. Once in your audit report, click the ellipses icon in the report header and select "Generate PDF".

4. In the modal that opens, click the "Generate PDF" button. 

Additionally, you can enable the following options on your PDF report:

• Add a password. If added, a password will be required by anyone trying to view or download this audit report.
• Include Activity Log. Clicking this checkbox will add the activity log for each question in the audit. The Activity Log includes the history of answers selected for a question, as well as documents or notes made. As this increases the file size and content of an audit report, we recommend not using this option when a report will be shared externally.

Prior to moving on to the next step, copy the audit number from the header of your audit report. Your PDF file name will include this number, so it can be used in finding your audit.

Your audit report number will be formatted one of two ways (depending on when the audit was generated). Self audits created on or after May 27, 2020 will use our new shorter format for audit numbers (e.g. "SA00873"), while those created before May 27 will use the longer format (e.g. "0414SA041119003913")

Step 2: Downloading your PDF report

There are two ways to download your PDF report:

• Via your notifications (in the top navigation)
• Via the "Manage Documents" sub-module

Once you've generated your PDF, you'll receive a notification and the report will be added to the list of documents in your "Manage Documents" sub-module. If you haven't generated your PDF, please see Generating a PDF of your Audit or Remediation Report above.

 

Downloading via your notifications

1. Navigate back to your dashboard, and click the bell icon in the top navigation.

Once the PDF has been successfully generated, you'll receive a notification with the message: "Your audit report for audit #0414SA041119003913 is ready for download."

This process may take a few minutes, so if you don't see this notification initially, check again.

At the moment, this icon is not available from the Audits or Questions sub-modules, but can be found in all other places in the app.

2. Click directly on the audit number (e.g. "#0414SA041119003913") to download the PDF to your computer. Clicking elsewhere on the notification box won't start the download.

Having trouble getting your report to download? You might be having issues with browser blocking pop-ups. To adjust your setting, see: Allowing pop-ups from Simplifya. 

Downloading via the "Manage Documents" sub-module

1. Log into your Simplifya account and go to the "Manage Documents" sub-module.

2. Find your recently generated audit in the list and click "View Details".

There are a couple of ways to find your audit report, including:

• Sorting the "Uploaded" column. Your report will show as being uploaded today, so filtering by this date column in reverse chronological order will pull your report to the top of the list.
• Searching by file name. Paste the audit number you copied at the end of the first section.

3. In the slide-in pane that appears, click the "Download" icon . The report will be downloaded to your computer.