Reporting Tools - Audit Safe Workflow

As you make changes on various client groups, the offer will move along to your Audit Safe workflow on the left-hand side of your dashboard.

 

Generating CSV or PDF in the AuditSafe dashboard

You can extract a searchable PDF or CSV of the Data from your accounting package via the Reporting tab.

 

Additionally, any page view can be extracted to PDF or CSV via the Extract button in the top left of each page.