This article explains how to generate a report for a single Module Record (an individual entry of data within an Assure Module) directly from the module list view in Evotix Assure. The user locates the target record, opens the Three dots icon, and selects the Report option. The report opens in the output format configured for that module. This workflow applies to all Assure Modules that support reporting, and the Report option is controlled by the user's Role Permissions.
Prerequisites
| An active Assure user account. |
| Role Permissions (a set of access rights defining what actions a user can perform within specified Modules and Organisational Units) configured to allow reporting for the relevant Module. |
| The Report option must be permitted in the user's Role Permissions for the relevant Module. If the Report option is not visible in the Three Dots drop-down, contact your Assure Administrator to review your Role Permissions. |
Steps
Navigate to the relevant Module (for example, Incident Record, Risk Assessment, Audit) using the left-hand navigation panel.
In the module list view, locate the Module Record on which you want to run a report. Use a Filter or Quick Search (the magnifying glass icon) to locate the record if needed.
Click the Three dots icon on the right side of the record row. A dropdown menu appears showing the options available based on your Role Permissions.
| Note: The options visible in the Three dots drop-down depend on each user's Role Permissions. A user will only see options they have been granted permission to use. |
Click the Reports option from the dropdown menu.
This will open another drop-down that gives the user all available options for the reports they can generate for this record.
Once an option is chosen, the report opens in the default output format configured for that Module. Available report output formats may include PDF, Word, Excel, and Report Viewer. The report list and its default formats are configured in Module Setup under Settings.
AI Metadata
- Product Area: Assure (Web Application) -- Reporting, Module List View
- User Role: Any Assure user with Report permission for the relevant Module
- Tags: individual record report, module record, Menu Cog, cogwheel, report button, run report, module reporting, Role Permissions, report output, list view
- Version/Region: All Assure regions (global feature)
- Important synonyms:
- "Menu Cog" = cogwheel icon, cog menu, settings menu, three-dot menu
- "Module Record" = record, module entry, individual record
- "Report" = generate report, run report, print report
- "Role Permissions" = user permissions, access rights
- "Module Setup" = module configuration, module settings
- Suggested embedding keywords: report individual record Assure, run report from list view, menu cog report, cogwheel report option, generate report module record, individual record report Assure, report button Assure, role permissions report Assure, how to report on a record Assure
- Relevant modules and cross-module implications: This workflow applies to all Assure Modules that support reporting, including Incident Record, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, and others. There are no cross-module dependencies; the report is generated within a single Module at a time. The available reports and their default output formats are configured per Module in Settings. This is a single-module workflow.