You are able to report on your organizational risks, issues, opportunities and risk actions in the Reports module, found in the left-hand sidebar. For more information about Reports, see Introduction to Reports.
To build a report:
- In the Reports module, click Build New Report.
- Select the Risk module.
- Select the type of report you want to build. A list of report templates for that type will display.
- On the template you would like to use:
- Click the eye icon to preview the report.
- Click the wrench icon to go directly to building the report.
- If previewing the report:
- Click Sort & Edit Columns to customize which columns display, the order in which they display, and which columns the report is sorted by.
- Click Edit Section to go to the report builder.
- You can also save, export, and share the report from the preview.
- In the report builder:
- Update this section's title.
- Add or remove filters as needed.
- Some report templates can display a row with additional information below each data row. If your selected template has this option, select the information to display in this row.
- Add a description.
- Preview the report at any time, then click Edit Section to return to the report builder.
- To save the report, click Preview and then Save. The Save Report modal opens.
- Add a title and description (if needed).
- If other users should see this report, select Save as Suggested Report for other users.
- Click Save. The report will be added.
- To add an additional section to the report, click Add Section on the left side.