AM+ Report Settings

The AM+ Report Settings allow users to control which summary sections are displayed in the Report Preview on the Audit Overview page. The selected options are saved with the Audit Guideline or Project Guideline and are applied during audit review. Only users with the appropriate permissions can update these settings.

You can update the Report Settings in two ways:

• From the Audit Guideline
• From the Project Guideline

Access Report Settings from Audit Guideline

Follow these steps to update settings from the Audit Guideline:

• Navigate to Admin Manage Audit Settings.
• Select the desired Audit Guideline.
• Click the AM+ Report Settings tab.

• Proceed with Configure Report Settings to implement changes.

  

Access Report Settings from Project Guideline

Follow these steps to update settings from the Project:

• Navigate to Audit Create Project.
• Select the desired project checkbox.

• From the Actions menu, select Edit Project.

  

• Click the AM+ Report Settings tab.
• Proceed with configuring report settings to implement changes.

Configure Report Settings

Follow these steps below to configure the Report Settings:

• Under Summary Options, select the checkboxes for the sections you want to display:
  • Audit Compliance
  • Audit Summary
  • Checklist Accuracy Detail
  • Checklist Compliance 
  • Competency Scoring
  • Data Element Results
  • Key Findings and Recommendations

• Click Save, then the Update Audit Guideline pop-up will appear.

  

• In the Update Audit Guideline window, select the guidelines (and associated projects) where the changes should be applied.

  

• Click Save to apply the changes.

  ℹ️ Notes

  • Changes made in the AM+ Report Settings are reflected in the Audit Overview page under the Report Preview section for completed DOS entries.
  • Ensure the correct Audit Guideline or Project Guideline is selected before updating settings so the appropriate Report Preview sections are displayed.

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