Downloading pre-built and custom reports

Download reports to easily extract information from the Projects app, review project progress and sign-offs, and send information to external stakeholders.

Types of reports

There are different types of reports you can download:

  • Pre-built reports Default one-click reports that evolve automatically as the project progresses.
  • Custom issues reports Customizable reports that allow you to report on issues across all projects in the HighBond instance.
  • Impact reports A subscription-based service that allows you to define a one-click report template, tailored to your needs.

Note

Reports display all entered data, regardless of whether a field or tab is enabled or disabled in the user interface.

Uses across industries

Audit Compliance Information Technology Risk Management Accounting and Finance Public Sector
  • Final Audit Report
  • Audit Committee Report
  • Entity Audit Report
  • Operational Performance Audit Report
  • Regulatory Compliance Report
  • Third-Party Compliance Review
  • Compliance Risk Assessment
  • Fraud Investigation Report
  • Issue Management Report
  • IT Compliance Review
  • IT Audit Report
  • Risk Management Report
  • OpRisk Report
  • Risk Committee Report
  • SOX Review
  • ICFR Report
  • Financial Compliance Review
  • Financial Audit Review
  • OIG Inspection Report
  • State Audit Report
  • County Audit Report
  • City Audit Report
  • Fraud Investigation Report
  • Audit Readiness Report

Pre-built reports

Download pre-built reports from any of the fieldwork pages or quickly download all project-specific reports by selecting the Results tab, and then selecting Fieldwork Reports.

Permissions

Pre-built reports are only accessible to users assigned the Professional Manager, Professional User, Oversight Executive, or Oversight Reviewer role.

Available reports

To quickly generate reports and provide optimal performance, some reports open immediately in a new tab, while others are offered first as a download.

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

Report name Description File format(s) Steps to locate report

OrganizationName Project Report

provides summary information for the project as a whole

Note

The following limitations apply:

  • If a project contains more than 100 issues, the report includes a summary of issues instead of a detailed account of each issue.
  • The PowerPoint does not contain summary information for issues or results, while the Word report does contain this information.
  • Adobe Acrobat (.pdf)
  • Microsoft Word (.docx)
  • PowerPoint (.pptx)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Results tab.
  4. Click the Fieldwork Reports subtab.
  5. Click OrganizationName Project Report.

Narratives (project)

provides all narratives associated with a specified objective in the project, and sign-off information and related controls for each narrative

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Results tab.
  4. Click the Fieldwork Reports subtab.
  5. Click Narratives.
Narratives (framework) provides all narratives associated with a specified objective in the framework, and sign-off information and related controls for each narrative
  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)
  1. Open the Frameworks app.
  2. Open a framework.
  3. Click the Sections tab.
  4. Click Go To next to the appropriate objective.
  5. Select Narratives.
  6. In the Narratives side panel, click Narratives.

Risk Control Matrix (project or framework)

provides risk and control information associated with a specified objective in the project or framework

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)

To generate a Risk Control Matrix report that displays a single objective:

  1. Do one of the following:
  2. Click Go To next to the appropriate objective.
  3. Select Risk Control Matrix.
  4. In the Risk Control Matrix side panel, click Risk Control Matrix.

To generate a Risk Control Matrix report that displays all objectives:

  1. Open the Projects app.

  2. Open a project.
  3. Click the Results tab.
  4. Click the Fieldwork Reports subtab.
  5. In the Risk Control Matrix side panel, click Risk Control Matrix.

Walkthroughs

provides walkthrough information associated with a specified objective in the project and sign-off information for each walkthrough

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)

To generate a report that displays walkthroughs within a single objective:

  1. Open the Projects app.

  2. Open a project.
  3. Click the Fieldwork tab.
  4. Click Go To next to the appropriate objective.
  5. Select Walkthroughs.
  6. In the Walkthroughs side panel, click Walkthroughs.

To generate a report that displays walkthroughs within all objectives:

  1. Open the Projects app.

  2. Open a project.
  3. Click the Results tab.
  4. Click the Fieldwork Reports subtab.
  5. In the Walkthroughs side panel, click Walkthroughs.

Test Plan (project)

provides test plan information associated with a specified objective in the project and sign-off information for each test plan

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Fieldwork tab.
  4. Click Go To next to the appropriate objective.
  5. Select Test Plan.
  6. In the Test Plan side panel, click Test Plan.
Test Plan (framework) provides test plan information associated with a specific objective in a framework and sign-off information for each test plan
  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)
  1. Open the Frameworks app.
  2. Open a framework.
  3. Click the Sections tab.
  4. Click Go To next to the appropriate objective.
  5. Select Test Plan.
  6. In the Test Plan side panel, click Test Plan.

TestingRound Project Testing Results

provides test information associated with a specified objective in the project and sign-off information for each test

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xlsx)

To generate a TestingRound Project Testing Results report that displays a single objective:

  1. Open the Projects app.

  2. Open a project.
  3. Click the Fieldwork tab.
  4. Click Go To next to the appropriate objective.
  5. SelectTestingRound Testing.
  6. In the TestingRound Testing side panel, click TestingRound Project Testing Results.

To generate a TestingRound Project Testing Results report that displays all objectives:

  1. Open the Projects app.

  2. Open a project.
  3. Click the Results tab.
  4. Click the Fieldwork Reports subtab.
  5. In the [Testing Round] Testing side panel, click [Testing Round] Project Testing Results.

Complete Issue Report

provides a full issue report from a single project

Microsoft Excel (.xls)

  1. Open the Projects app.

  2. Open a project.
  3. Click the Issues tab.
  4. In the Reports side panel, click Complete Issue Report.

Issue Summary

summarizes information for all issues from a single project

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Issues tab.
  4. In the Reports side panel, click Issue Summary.

Issue Details

provides information about all issues in detail from a single project

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Issues tab.
  4. In the Reports side panel, click Issue Details.

Consolidated Issues Spreadsheet

lists the details of each issue across multiple projects on a separate row

Microsoft Excel (.xls)
  1. Open the Issue Tracker app.
  2. In the Saved Reports panel, click All Issues.
  3. Select the appropriate report.

Consolidated Issues Summary

lists summary information for each issue across multiple projects on a separate row

Microsoft Excel (.xls)

Consolidated Details Issues Report 

lists detailed information for each issue across multiple projects

Microsoft Excel (.xls)

OrganizationName Consolidated Report

lists detailed information for each issue across multiple projects in a formatted report

Microsoft Excel (.xls)

Issue Actions

provides information about all actions associated with issues from a project

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Issues tab.
  4. In the Reports side panel, click Issue Actions.

Progress

provides progress summary information in four different charts:

  • Project Procedures Completed
  • Time to Deadline
  • By Issue Type
  • By Severity

Adobe Acrobat (.pdf) 

  1. Open the Projects app.

  2. Open a project.
  3. Click the Progress project management tab.
  4. In the Export Progress  side panel, click Export Progress.
Project Planning

provides all project dates associated with a specific project, including:

  • planned start and end dates
  • actual start and end dates
  • milestone dates
  • budgeted hours

Microsoft Excel (.xlsx)

  1. Open the Projects app.

  2. Open a project.
  3. Click the Results tab.
  4. Click the Fieldwork Reports subtab.
  5. Click Project Planning.

Request List Open Items

provides information about all open request items in a project

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Requests project management tab.
  4. In the Request List Open Items side panel, click Request List Open Items.
Time Entries provides the ability to report on time usage in a single project
  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Open the Projects app.

  2. Open a project.
  3. Click the Timesheets project management tab.
  4. In the Time Entries side panel, click Time Entries.
Time Reporting provides the ability to report on time usage across all projects in the HighBond instance
  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Open the Timesheets app.
  2. Click the Time Report tab.
  3. Define a time reporting period.
  4. Optional. Filter time usage by employee.
  5. Complete any of the following actions:
    • To generate a PDF report, click Time Reporting (PDF Format).
    • To generate an Excel report, click Time Reporting (Excel Format).

My To-do Log

provides a to-do item tracking log that shows to-dos assigned to you and those assigned by you in the project or framework

  • Adobe Acrobat (.pdf)
  • Microsoft Excel (.xls)
  1. Do one of the following:
  2. Click the To-dos project management tab.
  3. In the My To-do Log side panel, click My To-do Log.

Activity Log

provides a detailed listing of all logged items and the field-level changes associated with each item

Microsoft Excel (.xlsx)

  1. Do one of the following:
  2. Click Download activity log next to Recent Activity.
Compliance Summary Report provides summary information about requirements, including mapped controls and open issues Microsoft Excel (.xlsx)
  1. Open the Compliance Maps app.
  2. Click Compliance Summary Report.
  3. Download the Excel report (.xlsx) to your computer.

    Any applied filters that you apply on the Compliance Maps page are reflected in the report.

Assurance Plan Report

provides summary information about the scope of assurance activities, the areas of coverage, and the availability of resources

 
  1. Open the Assurance Plans app.
  2. Navigate to the assurance plan you want to export.
  3. Click the overflow icon beside the plan, and select either Export as Word or Export as PowerPoint.

Custom issues reports

Create a custom issues report to report on issues across all projects in the HighBond instance.

Permissions

Only Professional Managers and Professional Users can create custom reports.

Create a custom issues report

  1. Open the Issue Tracker app.
  2. Use the Issue Report Builder to search or filter issues.

    Only Professional Managers or Professional Users can filter by issue state. Published issues are displayed by default. Users assigned the Oversight Executive, Oversight Reviewer, Contributor Tester, or Contributor User role can only view published issues.

    Note

    Filters are based on AND (not OR) operators. For example, if you add two conditions (Status = Open AND Severity = High), the issues displayed include those that have a status of "Open" and a severity rating of "High."

  3. Optional. To remove an applied filter, click the "x" next to the appropriate filter.
  4. Optional. Sort issues using the options next to Sort by.
  5. Enter a name for the report.
  6. Click Save this report.

    Result The report displays under All Issues in the Saved Reports panel.