Reporting
Reporting
The video provides an overview of the reporting capabilities in the software, including:
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Three main types of reports: landing dashboard, item reports, and section reports
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Item reports provide detailed information on individual items, while section reports summarize data across all items in a module
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Reports are built using predefined widgets that allow for customization of text, tables, and charts
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Users can create, edit, and delete their own custom reports, while system reports can only be cloned
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The landing dashboard can be customized by cloning an existing dashboard and modifying the widgets
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Alternative reporting options include exporting data to CSV files or using APIs to integrate with external tools like Power BI
Playlist
- Episode 1Risk Mgt Course Intro7 mins left
- Episode 2Introduction to Risk Mgt14 mins left
- Episode 3Problems & Solutions18 mins left
- Episode 4Using Interface Introduction10 mins left
- Episode 5Basic Access Permissions22 mins left
- Episode 6Policy Management43 mins left
- Episode 7Internal Controls60 mins left
- Episode 8Project Management23 mins left
- Episode 9Exception Management20 mins left
- Episode 10Dynamic Statuses16 mins left
- Episode 11CSV Imports8 mins left
- Episode 12Reporting15 mins left
- Episode 13Risk Settings14 mins left
- Episode 14Identifying Risks36 mins left
- Episode 15Creating Risks35 mins left
- Episode 16Roll Out20 mins left