Creating an audIT
Templates save you time by preloading your audIT Items. Manage these under the left sidebar, Manage audITs > Templates.
audITs are identical regardless of the type you choose, but selecting the correct type will help you quickly categorize audITs later on.
- Baseline audIT: use this for first audIT you'll create for any audITee.
- Proposed audIT: this is the audIT you'll use to complement a proposal, showing potential improvements.
- Business Review: choose this type when conducting regular client reviews.
An audIT is composed of at least nine audIT Items to create a 3x3 presentation grid. Items correspond to a specific technical area, like workstations, DNS, or cabling.
The summary statement indicates the status of an audIT Item and corresponds to a red, yellow, or green marker to indicate whether an item requires immediate attention, needs improvement, or is satisfactory, respectively.
To set a summary statement, click on an audIT Item.
Infographics add a visual pop to your audIT Report and are a great visual aid for your clients. We've preloaded some infographics, and you can always add your own.
If an item has infographics available, click to edit. If you're uploading infographics for the first time, click . Enable or remove an infographic by toggling the icon.
Infographics will only appear if your audIT Item is yellow or red.
Notes and Change Log
You'll usually create a new audIT by cloning one you've already created and updating specific audIT Items as needed. We track these changes and place them in a change log.
If you want to add a little more context around a specific change, you can add custom notes to appear alongside your change log events.
To access notes and change log, click at the top of an audIT Item.
Printing an audIT
Now that you've filled out your audIT, you're just a click away from transforming your data into a beautiful sales-ready presentation.
With your audIT opened, navigate to the Reports tab at the top of the page. We'll explain the options on the page in a minute, but for basic reports, you can leave all settings as-is. Click Print Report, and you're all set!
Your company logo will always appear on a report. If you've set an audITee logo, we'll automatically include that in the footer of your report. If you'd like, you can swap the positions of your company logo and the audITee logo between the header and footer of your report, or remove the audITee logo altogether. Access these options under the audITee Logo section.
Comparative reports are great for showing a prospect where they are and where you will take them, or showing a client where they were and where they are now. When you generate this kind of report, we'll stitch your two selected audITs together and add a handy comparison page at the very end.
Under Type of Report, choose either the second or third options to indicate which was your "before audIT" and which was your "after audIT."
The fact finder is a hard-copy data-collection aid unique to your audIT setup. This is best used once you've selected the appropriate audIT Categories and arranged audIT Items to your liking, but before you've started filling out any data.
To access it, click the Fact Finder button.
Recording a Win
Close a deal? Convert a prospect? We've got a button for that. Click on any audIT to save your accomplishment in golden perpetuity.
When I go to print an audIT, the print buttons are disabled
To print an audIT, you'll need to fully complete it by filling each category with nine audIT Items. Once that's done, the print buttons will automatically be enabled.
We realize printing an audIT can be a time-sensitive task. If we didn't solve your problem above, please reach out to a member of our support team, and we'll help you ASAP.
When I go to print an audIT, my infographics aren't showing
Infographics are only included in your audIT report when its related audIT Item is yellow or worse.