Leave Feedback

Reports

Audience: Risk Administration

 

The reports list can be accessed via the Reports tab in the left hand sidebar by Module Admins

Note:

Most Reports can be filtered down by a specific date window

 

# Title Description

1102

List of Actions

List of actions by Actionee, ID, Target and Completed Dates

1103

Analysis of Risks

Charts the overall Level of Risks and Status of Actions (pie chart format)

1105

Risk Heat Map Analysis

Risks broken down by their respective impact and Likelihood scores, presented in a Heat Map Format

1106

Risks by Asset

A list of Risks grouped by Asset

1107

Risks by Control

A list of Risks grouped by Control

1197

Risk Report

A customisable, saveable grid view of Risks

1198

Risk Categorisation Change Report

A customisable view of risk assessments

1199

Risks for Organisational Areas

A customisable view of risk details grouped by Organisational Areas

 

Filtering

 

Using Reports

When you see your Report, after selection and possible filtering and selection of the Preview button, you will have a number of ways to navigate and use the Report.

Options available:

Item Description/Usage
[Back] button Select to return to the list of Reports screen
[Preview] button Revise your filters and select this button to present a different selection of data
or These arrows may be used when green, to replace the current Report selection with the selection which preceded or followed it in your current choice of this Report.
or These symbols may be used when blue to display the first or last page in the current selection of the Report.
or The chevron symbols may be used when blue to present the previous or next page of the current selection of the Report.
This icon may be used to refresh the Report. It will return to the database, which may have changed since first presented, and apply your filter again, to produce a refreshed Report.
The camera icon may be used to present the Report in the form in which it will be printed (as A4 portrait or landscape pages)
The print icon will send a link of this Report selection to your system's Print window so that you can direct it to be printed on your chosen printer in your chosen form.
This @ icon may be used to toggle the Filter panel off and on. This can present you with more, vertically, of the Active Area within which to view the Report.

 

Customisable Reports

Throughout many of the modules within EQMS users with the correct permissions have the ability to access a series of reports. Many of these include the ability to add a multitude of filters, remove and rearrange columns, group data and export to Excel as a .xls file.

When accessing these reports, a screen will be displayed similar to below:

[image]

 

Exporting the Report

One item omitted above is the Export to the selected format dropdown.

This offers the choice of a number of a options described below.

Format Selected Result
Acrobat (PDF) file Standard Adobe Reader screen for .pdf output, of similar appearance to the Report layout.
CSV (comma delimited) Spreadsheet style output with headings and column headings repeated for every detail line of the Report. May need to see the source Report layout to deduce what the detail columns are.
Excel 97-2003 Spreadsheet output mimicking the "paper" layout. Column headings appear above their detail but Group and Heading references, and space rows may present subsequent data sorting problems, where the Report is not designed primarily for spreadsheet output.
Rich Text Format .rtf file of similar appearance to the Report layout.
TIFF file .tif file of similar appearance to the Report layout.
Web Archive .mhtml file of similar appearance to the Report layout.

Select the now active [Export] button to view or take a copy of the report in the desired format