Use the following information to learn more about the reports that are provided with Risk Management.

How to obtain help for a report

For descriptions of the default reports that are provided with Risk, see the list of Reports underneath the heading Risk reports.

How to work with reports

The following topics describe how to print a report and how to filter and sort the date on a report:

·  Print a report

·  Filter the data on a report

·  Sort the data on a report

How to Print a report

The following procedures explains how to print a report:

  1. Open the module that contains the data that you want to print. For example, to print the base report of Account set up for Customers, open the Risk Management module.
  2. On the module’s area page, in the Reports section, click the report that you want to print. For example, to print the Account set up for Customers report, click Base > Account setup for Customers. A form is displayed, where you can enter parameters to filter the data that is displayed on the report. The form also displays the destination that the report is printed to.
  3. Enter any parameters that you require. For more information about how to enter parameters to filter the data, see Filter the data on a report.
  4. Click Destinations. (Printing to the screen is the default destination.) The Print destination settings form is displayed.
  5. Select the destination to print the report to. The following table lists the options and describes the additional steps that you must follow for each option.
  6. Click OK to print the report to the selected destination once you have selected a specific destination for the report.

Print destination

Description of the additional steps

Print Archive

·  In the Page range area, specify the pages of the report to print.

·  Click OK to close the Print destination settings form.

·  How to print a report from the archive:

  • If you saved a report to the print archive, you can use the following steps to print the report from the archive.
  • Click Organization administration > Enquiries > Print archive.
  • On the Overview tab, select the report to print.
  • Click Print preview. The report is displayed in a PDF viewer, such as Adobe Acrobat.

Note

To print the report, you must open the report in a PDF viewer. You cannot print the report from the print archive by clicking the Print button.

  • Print the report from the PDF viewer.

Screen

·  If you want to save a copy of the report in the print archive, select the Save in print archive? check box.

·  In the Page range area, specify the pages of the report to print.

·  Click OK to close the Print destination settings form.

Note

When you print a report to the screen, you may not be able to view all the data on the report if the text size on your computer is set to Larger – 150% in the Control Panel (Start > Control Panel > Appearance and Personalization > Display).

Printer

·  If you want to save a copy of the report in the print archive, select the Save in print archive? check box.

·  In the Name field, select the printer to print to.

·  Click Properties to configure options for the printer.

Note

If you change the page layout orientation, your change will not be honoured when the report is printed.

·  In the Page range area, specify the pages of the report to print.

·  In the Copies area, enter the number of copies to print.

·  Click OK to close the Print destination settings form.

File

·  If you want to save a copy of the report in the print archive, select the Save in print archive? check box.

·  In the File name field, enter the name and location of the file to save the report to.

·  In the File format field, select the format of the file that the report is saved to.

·  In the Page range area, specify the pages of the report to print.

·  Click OK to close the Print destination settings form.

E-Mail

·  If you want to save a copy of the report in the print archive, select the Save in print archive? check box.

·  In the To and Cc fields, specify who receives the email message by entering email addresses.

·  In the Subject field, enter the subject of the email message.

·  In the File format field, select the format of the file that the report is saved to. This file is attached to the email message that is sent.

·  In the Page range area, specify the pages of the report to print.

·  Click OK to close the Print destination settings form.

Example of how to FILTER data on a report

The following is an example of how to filter the data on a report:

By filtering the data that is displayed on a report, you can view only the data that is important to you. The following procedure shows how to filter the data on the Customers report. You can modify this procedure to filter the data on the report that you are working with.

  1. Open the module that contains the data that you want to print. For example, to print the Customers report, open the Accounts receivable module.
  2. On the module’s area page, in the Reports section, click the report that you want to print. For example, to print the Customers report, click Customer > Customers. A form is displayed that lists the fields that the data on the report is filtered by. The form also displays the destination that the report is printed to.
  3. Click Select. An inquiry form is displayed. This form is used to filter the data on the report.
  4. Click the Range tab. The Range tab displays the fields that you can filter the data on the report by.
  5. To add a field, click Add. Then follow these steps:

In the Table field, select the table that contains the field that you want to filter data by.

In the Field, field, select the field that you want to filter data by.

In the Criteria field, select the data that you want to display on the report.

6.      For example, suppose you want to filter the Customers report so that it displays only those customers who receive a discount of 5 percent when they pay their bill in 30 days. In this scenario, you would follow these steps:

In the Table field, select Customers.

In the Field, field, select Customers.

In the Criteria field, select 0.5%D30.

  1. To remove a field, select the row that contain the field and then click Remove.
  2. Click OK to close the inquiry form.
  3. Click Destinations ... to specify how you want to print the report.
  4. Click OK to print the report.

Example of how to SORT data on a report

The following is an example of how to sort the data on a report:

You can sort the data that is displayed on a report. The following procedure shows how to sort the data on the Customers report. You can modify this procedure to sort the data on the report that you are working with.

  1. Open the module that contains the data to print. For example, to print the Customers report, open the Accounts receivable module.
  2. On the module’s area page, in the Reports section, click the report to print. For example, to print the Customers report, click Customer > Customers.

A form is displayed that lists the fields that the data on the report is filtered by. The form also displays the destination that the report is printed to.

  1. Click Select. An inquiry form is displayed. This form is used to sort the data on the report.
  2. Click the Sorting tab. The Sorting tab displays the fields that you can sort the data on the report by.
  3. To add a field, click Add. Then follow these steps:
    • In the Table field, select the table that contains the field that you want to sort the data by.
    • In the Field, field, select the field that you want to sort the data by.
    • In the Search direction field, select whether you want to sort the data in ascending or descending order.

6.      For example, suppose you want to sort the Customers report by the customer’s credit limit. In this scenario, you would follow these steps:

    • In the Table field, select Customers.
    • In the Field, field, select Customers.
    • In the Criteria field, select Credit limit.
    • In the Search direction, select Ascending or Descending.
  1. To remove a field, select the row that contain the field and then click Remove.
  2. Click OK to close the inquiry form.
  3. Click Destinations ... to specify how you want to print the report.
  4. Click OK to print the report.

Risk reports

Menu Option

Report Heading

Report List View

Resource action plan

View the Risk Resource Action Plan

Risk appetite vs. Risk importance

View the Risk appetite vs. Risk importance

Risk management report

View the Risk management report

Risks with overdue actions

View the Risks with overdue actions reports