Generate And Download Report

You can generate Reports on demand and download them in the following formats:

• CSV - contains all rule and check information, as well as links to resolution pages
• PDF - contains a summary section that provides account information and summary stats, rule and check information, and links to resolution pages. The report dynamically calculates the number of checks, up to a maximum of 5000, and displays a maximum of five tags per check.

Download a report

1. From the main Dashboard, click on Reports or Click on Configured Reports.
2. Click on Generate for the report you want to download.

3. In the pop-up new window, enter a Title.

4. Select whether you want to include:

   • Individual checks in PDF report ← The total number of checks displayed in the PDF report is dynamically calculated and is limited to a maximum of 5000 checks. Additionally, each check in the PDF report will display up to five tags.
   • Account names
   • Send reports via email

5. Click on Generate report.

6. Allow the platform a few moments to generate the report.
7. Select the format you wish to download.

You can also view the Report in the Reports Section by expanding on the report you generated under its History.

The format of download for* _Compliance and Conformity Reports* may also be dependent on the formatting guidelines of the standard or framework.

All Generated Reports

All Generated Reports is the central repository of all reports generated since the creation of your account on the Conformity platform. You have the option to download reports in PDF or CSV format that display your compliance score and status along with the data as per your selected filters.

The number of reports available is limited to the 50 most recent reports

Generate PDF with all check data from CSV

Step 1: Download report as CSV

Step 2:

From Google Sheets

1. File > Import
2. Select the CSV
3. Once CSV is imported, select sheet with CSV data
4. Data > Pivot Table
5. Select the data on pop-up
6. In Pivot Table Editor
7. Rows
   1. Add:
      1. Rule ID
      2. Rule Title
      3. Service
      4. Categories
      5. Check Status
      6. Risk Level
      7. Resolution Page
      8. Resource
      9. Tags
      10. Message
      11. ... any other fields you want
   2. Uncheck "Show totals"
8. Values
   1. Add:
      1. Resource - Summarise by COUNTA
9. Filters
   1. Add:
      1. Check Status ← select to show Failures and or Success
10. [ Optional ] Add conditional formatting
    
    Example: CSV pivot table showing Rule failures
    Example: CSV pivot table with expanded rule failure showing failed checks
11. File > Download > PDF Document

Import data through Text Import Wizard

Conformity generated CSV report might contain special double-byte characters. Excel cannot display these characters if you open the file directly with Excel. This is an Excel limitation. Microsoft recommends to import file with UTF-8 encoding instead of opening directly. The following steps allow you to import data with UTF-8 encoding so it can display the double-byte characters correctly.

1. Create a workbook and go to Data tab > From Text to launch the Text Import Wizard.

2. From Text Import Wizard, select the File origin as: Unicode (UTF-8)

3. Finish Text Import Wizard. The data from CSV file can be loaded correctly in Excel workbook.

Get Reports using API

You can download all reports generated for your Conformity account using our Reports API based on your role and permissions.