Contents

Overview

IT Audit Machine has a number of built-in report types that are designed to bring the information about the data collected in your forms to you in a meaningful way.

In this section we will discuss the different types of Reports and their purpose. For information on how to create a report for your data see the Report Manager section of the guide.

Report Types

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There are ten (10) types of reports available. Each is designed to provide an overview on compliance and/or answer common needs you might have in respect to the data in the forms you oversee. The types of reports are listed below as well as an overview of what they provide to you.

Audit Dashboard

The Audit Dashboard report returns a detail of auditable actions by both Portal and Administrative users. It is designed to allow for quick review of the actions taken including the related timestamp and also has the ability to export the data for review outside of ITAM. There are separate views that detail actions by Administrative Users and Portal Users respectively.

Some of the uses for this report may be to determine who has taken a particular action in the system or to see what auditable actions a particular user did at a particular time.

Artifact Management

The Artifact Management Report lists the artifacts associated with the forms the user can access. An artifact is an external file which has been uploaded and associated with the form, like an image or document. It shows the file name of the artifact, the form with which it is associated, the field on the form and contains a link to the field to view it directly. This report is designed to allow you to view in a single place all of the artifacts on a form, so you can quickly see if any artifacts are missing or find a particular artifact related to a specific form.

As with many other reports, links are available to quickly download the results.

Compliance Dashboard

The Compliance Dashboard report evaluates an entity’s compliance against the selected forms over time. The report consists of a header and three (3) main views of the compliance history and status for the chosen entity. When you create a Compliance Dashboard, you must first select the Entity and Forms about which the report will display data.

Once the report has been generated, you can open it to view the provided data. The Header will be displayed on top, giving a quick summary for the forms selected and the selected dates of the report.

Below the header the report will display two summary graphs and a detail section for each form.

The top summary graph shows the overall compliance status over time so you can get a high-level view of the entities progress toward compliance. The second summary graph shows the current compliance status in graphical form.

Finally at the bottom is a accordion type detail which allows for viewing the fields which are in each status state, displayed by the color associated with that status.

Expanding a status will allow you to view the fields in that status and even update the status by clicking on the Status Indicator next to the field and adjusting it to the new status.

See the Form Status Indicators page for more details.

Executive Overview

The Executive Overview Report is a high-level version of the Compliance Dashboard, giving the big picture of compliance for the forms selected. Similar to the Compliance Dashboard, when you create an Executive Overview you will presented the option to select an Entity and one or more forms to include in the report.

Once you select the Entity and Forms to include, the Executive Report will be generated giving an overview of Compliance. The report will consist of a section for each selected form giving a timeline and summary of the compliance status.

Field Data

The Field Data Report lets you take one or more field(s) and chart the aggregate value across the chosen fields over time. You can select the type of aggregation desired (Average, Mean or Sum) and the type of chart you want to use to visualize the data and the report will display a timeline of the data as well as a chart of the different calculated data points.

Field Notes

The Field Notes Report provides a detail of the field notes entered. This report actually serves two purposes. One is to provide you with a quick way to review and download a copy of the field notes on a form. This can be helpful to review an overview of the fields notes or share them with a colleague. The second is interactive and allows you to provide comments back to one or more portal users about their form data. In fact, the form can be configured, using the Send This Field Note Report To Users option, to send it to one or more users one time or on a recurring schedule. This can be a helpful way to interact with portal users to maintain forward progress on their compliance effort and to give them a quick summary of remaining actions needed.

Maturity

The Maturity report gives a more detailed break down of the Maturity score on one or more forms for an entity.

It displays graphs of the Status, Risk and Maturity scores for the forms selected as well as a detail section displaying the score for each field and a representative percentage.

Risk Scores

The Risk Scores Report gives a more detailed look at the risk scores on one or more forms. The report includes a header with an overview of the report, a section for each form displaying a line graph of the chosen type plotting the risk scores, and also a chart with the related data.

Status Indicators

The Status Indicators Report displays and charts the various states of the status indicators from the forms selected.

Template Code Report

The Template Code Report provides a list of the template codes for the selected forms that can easily be downloaded as a reference or for later use.

In this section we discussed the Report Types and their purposes. In the next section we will discuss the Theme Manager and how to use it to change the way your forms look at feel to your users.

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Administration Guide

Overview
Form Manager
Advanced Form Management
Form Notifications
Form Logic
Form Integration
Automapping
Form Builder
Form Fields
Form Field Properties
Entry Manager
Form Status Indicators
Managing POA&M Reports
File Manager
Report Manager
Report Types
Theme Manager
User Manager
Template Manager
Additional Configuration Options
System Settings
My Profile
Hidden Functionality