Preparing the Report

To prepare the report of examination, the EIC exports all commentary, findings, and procedures to an Excel® file, so this information can be pasted into the report template.

Procedure

  1. Export the necessary findings, report commentary, and procedures.
    Note: Findings and procedures can be exported using the Export to Excel command located at the bottom of the corresponding tab.
    Export to Excel command
  2. Copy any other information collected by the exam team that you wish to include in the report.
    Note: If you are preparing a report for a supervisory activity that was leveraged from another agency, the Report tab for the SA contains a link to the original SA's report of examination.
    Link to original SA report for leveraged SA.
  3. Paste the relevant information into the report template.

What to do next

Preparing and Uploading the Report of Examination