Creating a Key Report
To create a new Key Report, you can click the Create Key Report button to get started. If you haven’t created any Key Reports for a project yet, this button will be centered, otherwise you will find it in the top-right corner.
You will then be taken to the Create Key Report menu, where the following sections can be filled out:
Audit Project (Required): Select the audit project you are creating the Key Report for
Processes (Required): Associate your Key Report to a specific process from the selected Audit Project
Name (Required): Designate a name for your Key Report
Description (Optional): You can provide more information about your Key Report here.
Used By (Optional): Designate the Controls that use this Key Report
Generated from (Optional): Designate which Key System this Key Report has been generated from
Additional Details (Optional): Here you can include any other information you deem relevant.
Testing Approach (Optional): If you have access to the advanced Compliance bundle which includes Tests, then you’ll see the Testing Approach section when creating/editing your Key Reports. This section can be used to document the Testing Approach of your Key Reports
Managing a Key Report
Should you ever wish to Edit or Delete a Key Report, you can do so by clicking on said item’s kebab menu in order to pull up either option. If you click Edit then you will be taken to the same Edit Key Report menu, which mirrors the Create Key Report menu above.
