This article explains how to run a Standard System Report (a pre-built, system-defined report that outputs data from a specific Assure module) in Assure. Reports are accessed via the Reports button within any module. The report output is scoped by any active filter applied to the module's record list. If no filter is active, the report runs against all records. Output formats available are Excel, PDF, and Word. This process applies across all Assure modules.
Run a Standard System Report
Overview
Assure can produce many different Standard System Reports to display data from any module. A Standard System Report is a pre-configured report template provided within the system, as distinct from a Quick Report (a user-created, customisable data extract).
Important: The report output is always scoped by the filter currently active in the module. If no filter is running, the report will run against all records in the module. To limit the report to specific records, apply a filter before generating the report.
How to Run a Standard System Report
Follow these steps to run a Standard System Report from within any Assure module:
- Navigate to the relevant module.
2. Click the Reports button. A dropdown menu opens containing available reports and export options.
3. Select the report you want to run from the dropdown list.
4. Select the output format button for the format you require:
- PDF -- generates the report as a PDF file
- Word -- generates the report as a Word document
- Excel -- generates the report as an Excel spreadsheet
The report will be generated based on the current filter applied to the module's record list.
Note on Filter Scope
Before running a report, confirm whether a filter is active in the module:
- No active filter: The report will include all records in the module.
- Active filter: The report will include only the records returned by that filter.
To run the report on a specific subset of records, create and apply a filter in the module first, then run the report.
AI Metadata
Product Area: Assure -- Reporting, all modules
User Role: All users with the View Reports role permission
Tags: Standard System Report, Reports, Reporting, Filter, Module, Output Format, Excel, PDF, Word, Viewer, Incident Record Report, Record List
Version/Region: All Assure versions; all regions
Important Synonyms:
- Standard System Report = Standard Report, pre-built report, system report
- Reports button = Reports menu, Reports dropdown
- Viewer = View in Browser, browser report
- Filter = active filter, record filter, module filter
- Module = Assure module, submodule
Suggested Embedding Keywords: run a report Assure, how to generate a report, standard report Assure, Assure reports button, report output format, PDF report Assure, Excel report Assure, filter report Assure, Incident Record Report, Word report Assure, Viewer report Assure, run report on all records, run report on filtered records
Relevant Modules and Cross-Module Implications: This workflow applies universally across all Assure modules (for example: Incident, Risk Assessment, Audit, Equipment Register, Contractor Register, Action Manager). The report output is always determined by the filter active in the module at the time the report is run. If no filter is applied, the report covers all records in the module regardless of Org Unit, status, or date. This behaviour is consistent across all modules. Report availability per module is configured in Settings > System Configuration > Module Setup.
Uncertainties: No Evotix Glossary terms conflicted with the terminology used in this article. The term "Viewer" as an output format option is taken directly from the source article.