Display dashboard: Individuals - Audit on the Basis of Documents

This part of the guide explains how to display dashboard: Individuals - Audit on the Basis of Documents.

In the form of an interactive report, this page allows the user to customize his dashboard. By using the section Search Criteria, he can select the reference year and the steps to be applied to generate the dashboard. Once the criteria are selected, the page displays the data and the corresponding chart, when available. For more information on how to generate and print an interactive report, click on the following link: Reports.

Step 1 - Go to the page Individuals - Audit on the Basis of Documents

1. Go to the Dashboard module;
2. Choose the Functionalities option;
3. Click the Individuals - Audit on the Basis of Documents option. This action opens the Individuals - Audit on the Basis of Documents page (521:6000);

Step 2 - Display dashboard: Individuals - Audit on the Basis of Documents

4. Go to the Search Criteria section;
5. Fill out the required fields (identified by a red asterisk *). For example, Year, Step 1, etc.;
6. Click the Refresh button. This action refreshes the Individuals - Audit on the Basis of Documents page (521:6000) and displays the details in the lower section;
7. Search for items to display.