Reports are a simple way to publish and share outcomes or findings. It's designed to be flexible, shareable, and straight-forward.
A report is made up of:
- A name,
- and one or more documents
Make sure you pick a descriptive name, as it's the main way users will identify and find your report. Other than that, a report has 3 main ways to be linked to an organisation.
- Published By. What organisation published this report?
- Addressed To. If a report is 'Addressed' to an organisation, it means that report is directly about that organisation. A report can be addressed to one or more organisations.
- Visible To. Reports can be shared with other organisations, by giving them visibility of it.
We've designed the system to be as flexible as possible. For example, you can publish a report addressed to yourself - you may have run some internal auditing process and you'd like to share the outcome with others. If you had the need, you could publish a report addressed to an organisation, but not give them visibility of it - you may not want to share the findings with them quite yet, but want to share it with other organisations. All these attributes can be edited at any time.
On the reports screen, there are 3 main views of the reports.
These reports have been addressed to your organisation. This means they contain information directly about your organisation.
Published by you
These are reports your organisation has published, and control.
Shared with you
This screen shows reports that you have visibility of - that you haven't published, and aren't addressed to you. This means they've been shared with you as a third party - you didn't publish the report, and the report isn't about you. Usually reports show up here if an auditing agency has decided to share reports with you, or a provider has decided to let you have access to their reports.