Audit Reporting shows what's happening across your Locations: who's submitting on time, where issues are showing up, and whether flagged items are getting resolved.
Table of Contents:
Reporting in the Dashboard
Open an Audit in the dashboard and click the Reporting tab. Switch between views depending on what you want to analyze:
Submissions: every Audit submission.
Each row shows the Location, when it was submitted, who submitted it, and any flags.
It also shows the Outcome (Pass, Fail, or a grade like Good), Points, Score %, and Follow up tasks.
Click a submission to review the full details and all responses.
Export submission data as a spreadsheet.
Turn on Show full submission details to include every step in the Audit along with its response.
Schedule completion: how consistently Audits are completed within their scheduled windows.
Quickly spot Locations that submitted within their window, and windows marked Missed.
š” Schedule completion needs a Schedule: The tab appears once the Audit has a Schedule. To set one, click Configure schedule next to Schedules on the Audit's Overview tab.
Audit Completion Grid
The Audit Completion Grid shows how every Location is doing on your Audits, all in one place. To open it:
Go to Reporting > Completion Grids > Audits, or
Click Completion Grid at the top of an Audit's Reporting tab to open it for that Audit.
How to read it:
Each row is a Location, and each column is an Audit you pick.
Every box shows that Location's latest Audit: the score, the outcome (Pass, Fail, or a grade like Good), and the date it was done.
Hover over a box to see who did it and open the full submission.
A few things to know:
It always shows the most recent Audit for each Location, no matter when it happened.
There's no date range, so it shows where things stand right now.
An empty box means that Location has never done that Audit, not that they missed it. Only finished Audits show up.
You choose the colors. In the sidebar, set the score and date levels that turn a box green or red. Until you do, boxes stay gray.
The outcome comes from the Audit's own scoring, either its Pass/Fail passing score or its Grades, so the colors you choose never change it.
Group totals count every Location. When you look at a whole Region or Brand, you see something like "3/40 locations passed" (or "locations submitted" for Audits without a passing score).
That count includes Locations that never did the Audit.
Filter, sort, and export to a spreadsheet. Admins see every Location; Managers see their own.
Reporting in the Opus Training App
Anyone with Library Access to an Audit can review its past submissions for their own Locations in the Opus Training app. Admins see submissions for every Location.
Open the Library and tap the Audit.
Tap All submissions.
Tap a submission. The Responses tab shows every question and answer.
Tap the Follow-up tasks tab to see any Tasks the Audit created and track each one to done.
š” Don't see Follow-up tasks? The tab appears for Managers and Admins, or when the submission has follow-up Tasks.
Tracking Follow-Up Tasks
When an Audit flags an issue, the follow-up becomes a Task, and reporting is where you make sure it actually gets resolved.
Each Audit submission shows whether its follow-up Tasks are still pending or resolved, so you can see at a glance which Locations need attention.
From a submission: open any Audit submission and check its Follow-up Tasks to see every Task it created and where each one stands.
Across Locations: in the dashboard, go to Operations > Tasks for the full list.
Admins see every Task, and Managers see the Tasks for the Locations they manage.
Filter by Status or Location to focus in.
š” Nudge the assignee: Open a Task from the dashboard to check its status, leave a comment, or add a photo.
ā”ļø Learn more:
Audit Tasks: the full Task lifecycle.
FAQ
Where do I find Audit reports?
Open the Audit in the dashboard and go to the Reporting tab. To compare completion across multiple Audits and Locations at once, use the Audit Completion Grid, a pre-built report in the dashboard's Reporting section.
Where can I see Audit scores and results?
In the Opus Training app: anyone with Library Access to the Audit can see its submissions for their own Locations, and Admins see every Location.
In the dashboard: Admins and Managers can review results on the Audit's Reporting tab. Reports need the View Reporting permission.
Can I export Audit data?
Yes. Export submission data as a spreadsheet from the Audit's Reporting tab. Exports include each submission's Outcome.
Turn on Show full submission details to include every step and its response in the export.
What does the Schedule completion view show?
It shows how consistently each Location completes Audits within their scheduled windows, so you can quickly see which Locations submitted within their window and which windows are marked Missed.
Can I review past submissions in the app?
Yes. In the app, open the Audit from your Library, tap All submissions, and tap a submission.
The Responses tab shows the full submission.
The Follow-up tasks tab shows its follow-up Tasks.