Fill branch info. Each branch can be saved separately and reloaded next time.
1
Fill Details
Enter branch name, month, auditor info. Different branches will have different observations.
2
Edit Observations
347 audit points pre-loaded. Expand any section and edit the answers for this branch.
3
Update Annexures
Check the 8 annexure tables — cash, locker rent, NPA etc. All editable.
4
Export PDF
Click Export PDF — report opens clean without any URL/date headers. Save as PDF.
💾 Two ways to save/load branch data:
• Save (JSON) — saves all data as a .json file. Use Load JSON next month to reload it instantly.
• Excel Template — downloads a .xlsx file with all 347 observations + all annexures. Fill in Excel, then use Import Excel to load. Ideal for teams who prefer working in Excel.
Step 2 — Audit Observations
All 347 observations pre-loaded. Click any blue section to expand. Edit the right column for this branch's specific findings.
⚠️ Yellow rows are observations that may need attention. Each branch will have different answers — edit freely. Use Export Branch Data to save this branch's work.
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Step 3 — Annexures
Review and update the 9 standard annexure tables. Use Add Custom Annexure below to create additional annexures specific to this branch.
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➕ Add Custom AnnexureCreate any additional annexures needed for this branch
💡 After creating, the new annexure will appear below. You can rename or delete it using the ✏️ / 🗑️ buttons on its header.
Step 4 — Export as PDF
Your report will open in a new tab without any browser headers or footers.
✅ Clean PDF — no "about:blank" or date/time headers. The report opens in a properly titled page. When you print, select Destination → Save as PDF and uncheck "Headers and footers" if visible.
📄 3 Steps to get your PDF:
1. Click "Generate & Open Report" below — a new tab opens with the clean report
2. In that tab, press Ctrl+P (Windows) or Cmd+P (Mac)
3. Change Destination to "Save as PDF" → Click Save
If popup is blocked: Look for a small icon in your browser's address bar and click "Allow popups for this site". Then click the button again.