Audit Now is designed to help you manage post-audit processes smoothly on both web and mobile:
On the mobile app, you can view completed audit responses, make edits, and update form entries as needed.
On the web dashboard, you can search and filter audit reports, switch between report templates, download reports, or share them.
The following steps explain how to access and manage audit reports on both platforms.
🔐 Who Can Edit Audits and Access Audit Reports?
Application Admin, Audit Admin, and Account Admin roles can edit audits and export reports for the audits they have access to.
Standard Users can only view audit results—they cannot edit or export them.
1. Viewing and Sharing Audit Reports on the Web
Audit reports on the web are displayed in two stages:
Preview Panel (Review Report)
Full Report View
The steps below explain this flow.
1.1. Opening the Review Report Panel (Preview Area)
Go to the Results tab on the web dashboard.
Select an audit from the list.
Click Review Report on the related row.
The report preview panel opens on the right side of the screen.
This panel displays:
• Audit score
• Passed/Warning/Failed counts
• Findings
• Actions
Note: Template selection, download, and sharing options are not available in this panel.
Use the Report button at the bottom of the panel to move to the full report view.
1.2. Opening the Full Report View
Click the Report button in the preview panel.
The full audit report page opens.
In this view:
Selecting a Template
Use the Template dropdown at the top to switch between available report templates.
The report view updates instantly.
Downloading the Report
Use the Download button in the upper-right corner to export the report as a PDF.
Sharing the Report
Click the Share button in the upper-right corner.
The Share Report window opens. From this window, you can:
• Users and Groups: Select internal users or user groups.• External Emails: Add recipients outside the organization (separated by commas).
• Submission Time: Send the report immediately or schedule it for a specific date and time.
• Message (Optional): Add a note to be included in the email.
• Send Report: Deliver the report after adjusting all settings.
2. Viewing and Sharing Audit Reports on Mobile
Audit reports can be shared from the mobile app using two methods.
2.1. Method 1 — Sharing While Completing the Audit
After completing the audit, the system automatically opens the “Complete and Share Audit” screen so you can share the report.
Steps
Answer all questions.
Tap the Complete Audit button.
The Review screen is displayed.
Tap the Complete Audit button again.
The Complete and Share Audit window opens.
What can you do on the Complete and Share Audit screen?
On this screen, you can define who the audit report will be shared with:
User/Group selection: Select the internal users or groups you want to share the audit report with.
External email sharing: Add the email addresses of external recipients you want to share the audit report with.
Review your selections on the screen to confirm which users/groups and which email addresses will receive the shared audit report.
Send to location contact email
When you select “Send to location contact email”, the system automatically sends the audit report to the location’s contact email addresses after the audit is completed.
If no location contact email is configured for the audited location, the following warning is displayed:
“Location contact email not configured”
In this case, you can still share the audit report by tapping the Complete Audit button.
2.2. Method 2 — Sharing from the Audits Tab
Use this method to share reports after the audit has already been completed.
Go to the Audits tab from the bottom navigation.
Select a completed audit from the list.
Tap Report.
In the Report Preview & Share window:
• Choose a report template using Template Selection
• Select internal users or groups
• Add external email recipients
• Optionally preview the report before sending
• Tap Share to deliver the report
3. Editing Audit Results
Editing on Mobile
From the Audits tab, open an audit.
Tap Go to Form.
Make any required changes:
• Update answers
• Add or remove photos
• Add notesTap Complete Audit to save the updates.
Important: Do not close the app without tapping Complete Audit.
Editing on the Web
Open the audit from the Results tab.
Click Go to Audit.
Make the necessary edits.
Return to the report by clicking Review Report.
Note: Any updates are automatically reflected in the report.
4. Tips
Mobile Usage
• Ideal for sharing reports instantly while on-site
• Send reports immediately after completing audits
• Use for urgent critical findings
Web Usage
• Use scheduling for recurring reports
• Add custom messages
• Download PDFs for archiving
• Apply advanced filtering