Viewing existing reports

Compliance Accelerator makes it easy to view the contents of a report, print it, and export it in formats such as Excel, Acrobat (PDF), XML, and comma-separated values (CSV).

You must have the View Reports permission to view an existing report. By default, most users with a department role have this permission.

To view an existing report

  1. Click the Reports tab in the Compliance Accelerator client.

  2. In the center pane, click the report that you want to view. Compliance Accelerator provides information on the selected report in the Details tab at the right.

    You can filter the list of reports by checking the options in the left pane. Alternatively, in the Search Reports box at the top of the center pane, enter a keyword for which to search in the names and descriptions of the reports.

  3. Click the Preview tab to display the contents of the report.

  4. Do one or more of the following:

    • To page through the report, go to a specific page, find a specific word, or adjust the magnification level, click the navigation controls at the top of the preview pane.

    • To export the report, select the required format and then click Export. Compliance Accelerator prompts you to choose a location for the report file.

    • To update the report contents, click Refresh.

    • To print the report, click Print and then select the printing options that you want.

More Information

About the Compliance Accelerator permissions

Creating reports

Deleting reports