Risk Suite 2 Reports
From SymbiantWiki
Risk Suite can generate a variety of filterable reports, expand the list of reports and select a report type to get more details.
Risk Suite provides reports for all the main risk management areas, Incidents, Workshops (risks), Tracker (if not using Symbiant Tracker 3 to track risks) and Questionnaires as well as a powerful custom reports (for risk based reporting). The area to report on should be chosen from the main report drop-down, then if the report is further split into types a type of report to display should be chosen (there may then be a 3rd level of report types, i.e. Questionnaires). Filters can be applied to return just the required information, the filter that is applied can be displayed in the report by checking the [Show filters in header] check box. To create a report and display it through the selected Export setting, click the [Generate] button.
Contents |
Export to
The reports can be exported to the screen, a CSV file or an XML file in Excel 2003 format.
- Screen
The screen export opens a new window to display the report. The report columns can be clicked to order the report by the selected column (click again to order in the reverse direction). The reports will be styled based on the report style settings (see the customisation guide for more details) and will include headers and footers defined in set-up. - C.S.V.
Exports the report to a C.S.V. File, the report can be downloaded and opened in any program that supports the C.S.V. format (i.e. Microsoft Access/Excel).
NOTE: Risk Maps and charts cannot be exported to C.S.V. Files.
- Excel 2003+ (XML)
Exports the report to an XML file for Excel 2003 or later. The report can be downloaded as an xls file and opened directly in Excel 2003 or later. It can also be used with any XML compatible tool.
NOTE: Risk Maps and charts cannot be exported to Excel 2003+ (XML) Files.
It is possible to generate a report using historical (archived) data by checking the [Historical data only] check box or to include the historical data in with the current data by checking [Include historical data].
Incidents
The incident report displays details of the current incidents entered in the system.
Workshops
The workshops report is split into several sub reports, select the sub report to show from the drop-down beneath the main Report drop-down.
| Details | Details of workshops |
|---|---|
| Risk Register | Risk details showing the summary and the gross / net impact and likelihoods, and scores
|
| ICAEW Risk Register | A Risk Register report using a format specified by the ICAEW. |
| Related Risks | A report showing risks and those related to them. |
| Risk Map | A chart showing the impact and likelihood of risks plotted on a grid.
If both Gross and Net are selected then a line is plotted between then showing the direction the risk is moving.
|
| Votes Chart | A simple bar chart showing how users voted
Either Gross or Net will be displayed with either Impact or Likelihood |
| Risks not Voted on | A simple report showing all the risks that have not currently received a vote and the users who have not voted. |
| Treatments Chart | A simple bar chart showing what treatments were selected |
| Treatment Details | A report detailing what treatments were suggested along with their associated action plans and the number of users who agreed with them |
| Risks not Treated | A simple report showing which risks have not had a treatment defined and which users have not left one. |
Tracker
The tracker report is split into a few sub reports, select the sub Tracker report from the drop-down below the main Report drop-down.
| Register | Details of risks being monitored |
|---|---|
| Assignments | Details of who risks are assigned to to be monitored
|
| Status | Shows the status of risks being monitored |
Select the report to run from the drop-down list.
Questionnaires
The questionnaires report first requires the selection of the questionnaire type to report on.
Key Risk Indicators
The key risk indicators reports are split into a few sub reports, select the sub report to run from the dropdown below the main Report drop-down.
| Scores | The scores given by each user to each of the indicators. |
|---|---|
| Average Score | The average scores for each of the indicators. |
| Trend Line Chart | A line chart showing how the scores have changed over the defined periods. |
| Un-Scored | A simple report showing which groups have not been scored and which users haven't scored them. |
Periodic Returns
The periodic returns reports are split into a two sub reports, select the sub report to run from the drop-down below the main Report drop-down.
| Answers | The answers given by each user to each of the questions. |
|---|---|
| Un-Answered | A simple report showing which groups have not been answered and which users haven't answered them. |
Assessments
The assessments reports are split into a three sub reports:
| Responses | The answers given by each user to each of the questions. |
|---|---|
| Scores | A breakdown of the assessment scores by question category. |
| Un-Answered | Which questionnaires have not been answered and by which users. |
Custom Reports
Custom reports allow for a totally bespoke report to be generated showing only the columns required. The reports can be save so they can be recalled and re-generated at a later date.
To create a new custom report, ensure the drop-down is set to –New-- and select the Columns to appear in the report. Click the [+] button to add new columns.
A title for the report can be displayed by entering a Name for the report.
To save the report, ensure that the name contains only alpha-numeric characters and click the [Save] button. A pop-up will display providing 5 saving options:
- Personal – the report can only be viewed by the user that created it
- Admin – The report can be viewed by all admin users
- Managers – The report can be viewed by all managers (and admin users)
- Users – The report can be viewed by all basic users (and admin users)
All – The report can be viewed by all users.
To use a previously saved report, select the report from the drop-down list. To delete the report, click the [Del.] button.
