Report

User Guide: Report Module for Compliance Management Application

Welcome to the Report Module of our Compliance Management application! This feature allows users to generate comprehensive reports based on assessments conducted against regulatory standards, frameworks, or custom questionnaires. Our proprietary algorithms analyse the responses to provide detailed insights, including gap analysis and risk evaluations. This guide will walk you through the functionality and capabilities of the report module in detail.

1. Overview of Reports

Reports in our application are designed to provide a thorough analysis of assessments. These reports are generated based on the questions answered during an assessment, ensuring they are tailored to your organization's specific needs. The following types of reports are available:

• Gap Summary Report: Focuses on identifying gaps within your organization. It provides an executive summary, including associated risks, enabling leadership to prioritize mitigation efforts.
• Assessment Summary Report: Offers a detailed overview of the entire assessment, listing all questions along with the provided responses, comments, and any attached evidence.

These reports ensure that your compliance efforts are documented and analysed effectively.

Report module is accessible to all the roles such as Admin, Manager, Site Contact, Limited Site Contact depends on the permissions.

Admin role can provide access to Admin, Manager, Site Contact, Limited Site Contact depends on the permissions.

Manager role can provide access to Manager, Site Contact and Limited Site Contact roles depends on the permissions.

1. Report templates for available

Following reports readily available to download and these reports accessible to each roles depends on the permissions.

• Default report shows Executive summary of the Assessment, Compliance and Risk Score Comparison chart, Assessment Compliance shows Compliant, Non-Compliant and Non-Evaluated information of the Survey.
• Survey Summary Report shows complete details of Assessment summary of assessment such as Question, Response, Comment and Response Upload of the questions.
• Self-Assessment Report shows Security Assessment Executive Summary of the Assessment, it shows percentage of Overall Compliance, Avg. Compliance of all Respondents and Area that need Improvement (Non Compliance questions details). In Assessment summary it shows questions, response.
• Risk Registry Summary reports shows numbers of risk considered during the Assessment survey. In The Risk Assessment Summary it shows the risk name, Likelihood, Impact and Risk score.
• Assessment Summary report is the combination of default report and Survey summary report, it shows the entire information of executive summary, Assessment Compliance and Gap Summary of the Assessment.

1. Language Options for Reports

To cater to diverse user needs, the report module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your reports are accessible and understandable across global teams.

1. Managing Report Templates

Our application offers robust capabilities to manage report templates, making it easy to customize the format and layout to suit your organization's needs:

Public and Private Templates

• Public Templates: These are shared templates that can be accessed by all team members. Public templates are ideal for maintaining consistency across the organization.
• Private Templates: These templates are accessible only to the creator. Private templates are useful for individual users who need customized formats for their work.

Reports templates can be saved for reuse by the user or they can be saved as public reports, to be used by all users and have access to these reports. Custom report can be opened in editor, after edit when click on “Save As” and then selected Public, this report is saved in Public Reports. Custom report can be opened in editor, after edit when click on “Save As” and then selected Private, this report is saved in Private reports. This private report accessed based on the access level assigned to the report.

Permission-Based Access

If your organization requires more granular control, you can assign user-specific permissions to report templates. This ensures that only authorized users can access or modify certain templates.

1. Customizing Report Templates

Our Report Editing Feature allows users to design templates that align with their organization's specific requirements. Here's how you can customize your templates:

1. Word Editor: Use our built-in word editor to create a template with your desired design and layout. You can customize fonts, headers, footers, and other elements to match your organization's branding.
2. Placeholders: While designing a template, you can insert placeholders to dynamically populate details such as:
   • Assessment responses.
   • Facility/location information.
   • Risk and gap analysis data.
3. User-Defined Names: Save your customized templates with unique names for easy identification. These templates can be used as a base to generate reports for future assessments.

Custom templates ensure that reports are both consistent and tailored to the specific needs of your organization.

1. Generating Reports

Reports can be generated in two formats:

• PDF: Ideal for sharing finalized, non-editable documents.
• Word Document: Useful for reports that may require further editing.

Steps to Generate Reports

1. Choose the desired assessment which will auto populate the facility.
2. Choose the report template (e.g., Default, Survey Summary, Self-Assessment, Risk Register and Assessment Summary).
3. Select your preferred format (PDF or Word) which will Generate Report.

Availability of Reports

Generated reports will be stored in the application for 7 days. After this period, they will be automatically deleted. Ensure you download and save any important reports within this timeframe.

1. Regenerating Reports

If there are updates to the assessment data (e.g., changes to responses, comments, or attachments), previously generated reports will no longer reflect the latest information. In such cases, you must regenerate the report to ensure it includes the most up-to-date data.

1. Report Events

Events shows the information all the logs of the reports for created, edited and deleted

1. Report questionnaires
2. How to open report screen?

Reports screen can be accessed from Reports menu

1. How to close the Report?

Report screen close using Close Button available at the top right side of the report screen.

1. How to help for Reports?

‘Help?’ button available below Close button and right side of the screen. When clicked on ‘Help?’ button, it shows the help videos. Using this help video, user will get information about reports and how to use it.

1. How to change the Report Language?

Report Language can be changed by selecting language which are displayed in the list. This list is displayed on the top of the page. When language is selected from the list, report page is displayed in that language.

1. How to report an Issue on Reports?

Top of the screen, you will get button ‘Report an Issue’, It will display the pop screen, you can select the Report Type as Feature and Bug. Once click on ‘Send’ button, issue will be emailed to Customer care.

1. What are the public reports available to generate?

Public reports available are ‘Default Report’, ‘Survey Summary Report’, ‘Self-Assessment Report’, ‘Risk Register Summary’ and ‘Assessment Summary’. Actually these reports displayed depends on the permission to the user role and user to access the report.

1. How to download Default Report?

• Select the Default Report from the Public Reports
• Select Assessment name and Facility
• Click on the pdf icon to generate the Default report in pdf format.
• Click on the word icon to generate the Default Report in word format.

Generated Default reports displayed in Downloaded Reports.

1. How to generate Default report in pdf?

• Select the Default Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Default report in pdf format.
• Click Ok on the pop up message
• Generated Default reports displayed in Downloaded Reports

1. How to generated latest Default Report in pdf?

• Select the Default Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Default report in pdf format.
• Click on ‘Generate New Report’ on the pop up message
• Generated latest Default reports displayed in Downloaded Reports

1. How to generate Default report in word?

• Select the Default Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Default report in word format.
• Click Ok on the pop up message
• Generated Default reports displayed in Downloaded Reports

1. How to generated latest Default Report in word?

• Select the Default Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Default report in pdf format.
• Click on ‘Generate New Report’ on the pop up message
• Generated latest Default reports displayed in Downloaded Reports

1. How to download Survey Summary Report in pdf?

• Select the Survey Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Survey Summary in pdf format.
• Click Ok on the pop up message
• Generated Default reports displayed in Downloaded Reports

1. How to download latest Survey Summary Report in pdf?

• Select the Survey Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Survey Summary in pdf format.
• Click Generate New Report on the pop up message
• Generated Default reports displayed in Downloaded Reports

1. How to download Survey Summary Report in word?

• Select the Survey Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Survey Summary in word format.
• Click Ok on the pop up message
• Generated Survey Summary reports displayed in Downloaded Reports

1. How to download latest Survey Summary Report in word?

• Select the Survey Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Survey Summary in word format.
• Click Generate New Report on the pop up message
• Generated Survey Summary reports displayed in Downloaded Reports

1. How to download Self-Assessment Report in pdf?

• Select the Self-Assessment Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Self-Assessment in pdf format.
• Click Ok on the pop up message
• Generated Self-Assessment displayed in Downloaded Reports

1. How to download latest Self-Assessment Report in pdf?

• Select the Self-Assessment Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Self-Assessment in pdf format.
• Click Generate New Report on the pop up message
• Generated Self-Assessment displayed in Downloaded Reports

1. How to download Self-Assessment Report in word?

• Select the Self-Assessment Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Self-Assessment in word format.
• Click Ok on the pop up message
• Generated Self-Assessment displayed in Downloaded Reports

1. How to download latest Self-Assessment Report in word?

• Select the Self-Assessment Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Self-Assessment in word document.
• Click Generate New Report on the pop up message
• Generated Self-Assessment displayed in Downloaded Reports

1. How to download Risk Register Report in pdf?

• Select the Risk Register Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Risk Register in pdf format.
• Click Ok on the pop up message
• Generated Risk Register displayed in Downloaded Reports

1. How to download latest Risk Register Report in pdf?

• Select the Risk Register Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Risk Register in pdf format.
• Click Generate New Report on the pop up message
• Generated Risk Register displayed in Downloaded Reports

1. How to download Risk Register Report in word?

• Select the Risk Register Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Risk Register in word document
• Click Ok on the pop up message
• Generated Risk Register displayed in Downloaded Reports

1. How to download latest Risk Register Report in word?

• Select the Risk Register Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Risk Register in word document
• Click Generate New Report on the pop up message
• Generated Risk Register displayed in Downloaded Reports

1. How to download Assessment Summary Report in pdf?

• Select the Assessment Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Assessment Summary Report in pdf format.
• Click Ok on the pop up message
• Generated Assessment Summary Report displayed in Downloaded Reports

1. How to download latest Assessment Summary Report in pdf?

• Select the Assessment Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the pdf icon to generate the Assessment Summary Report in pdf format.
• Click Generate New Report on the pop up message
• Generated Assessment Summary Report displayed in Downloaded Reports

1. How to download Assessment Summary Report in word?

• Select the Assessment Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Assessment Summary Report in word document.
• Click Ok on the pop up message
• Generated Assessment Summary Report displayed in Downloaded Reports

1. How to download latest Assessment Summary Report in word?

• Select the Assessment Summary Report from the Public Reports
• Select Assessment name and Facility from the list
• Click on the word icon to generate the Assessment Summary Report in word document.
• Click Generate New Report on the pop up message
• Generated Assessment Summary Report displayed in Downloaded Reports

1. Where are downloaded reports stored?

All the downloaded reports stored in Downloaded Reports page, which is displayed when clicked on Downloaded Reports button.

1. How many days downloaded reports stored in the downloaded reports page?

Downloaded reports stayed in 7 days and after 7 days downloaded report will not be displayed.

1. How to delete the downloaded reports?

In Downloaded reports page, using action column and using delete icon, selected report can be deleted.

1. How the Default report is edited and saved in Public Report?

After selecting the Default report and clicked on Action Icon, Default report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Public Report section.

1. How the Default report is edited and saved in Private Report section?

After selecting the Default report and clicked on Action Icon, Default report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Private Report section.

1. How the Survey Summary report is edited and saved in Public Report?

After selecting the Survey Summary report and clicked on Action Icon, Survey Summary report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Public Report section.

1. How the Survey Summary report is edited and saved in Private Report section?

After selecting the Survey Summary report and clicked on Action Icon, Survey Summary report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Private Report section.

1. How the Self-Assessment report is edited and saved in Public Report?

After selecting the Self-Assessment report and clicked on Action Icon, Self-Assessment report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Public Report section.

1. How the Self-Assessment report is edited and saved in Private Report section?

After selecting the Self-Assessment report and clicked on Action Icon, Self-Assessment report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Private Report section.

1. How the Risk Register report is edited and saved in Public Report?

After selecting the Risk Register report and clicked on Action Icon, Risk Register report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Public Report section.

1. How the Risk Register report is edited and saved in Private Report section?

After selecting the Risk Register report and clicked on Action Icon, Risk Register report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Private Report section.

1. How the Assessment Summary report is edited and saved in Public Report?

After selecting the Assessment Summary report and clicked on Action Icon, Assessment Summary report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Public Report section.

1. How the Assessment Summary report is edited and saved in Private Report section?

After selecting the Assessment Summary report and clicked on Action Icon, Assessment Summary report is displayed, this report can be edited, when clicked on Save As button, pop up is displayed to save report in Private Report section.

1. How to rename the edited report?

When selected edited default report is selected, Rename button is displayed on the top of the screen, after click on Rename button, pop up screen to change the Report name.

1. Whether Public Reports displayed for all the roles?

Public reports are displayed for all the roles depends on permissions to the roles.

1. Whether Private reports displayed for all?

Private Reports displayed only for roles who are created.

1. How to give permissions to roles to access reports?

When Public report selected, Permission button is displayed. Permission access given to the public by user roles and user role email id. Only Public reports will be accessible for giving permissions.

1. How to provide Default report permission to all the roles?

Default report is displayed in the report screen, when selected all the User roles such as ‘Admin’, Manager’, Site Contact’ and ‘Limited Site Contact’ with the users email id.

Default Report only displayed in the report screen when User roles and matched the user email id.

1. How to provide Survey Summary report permission to all the roles?

Survey Summary report is displayed in the report screen, when selected all the User roles such as ‘Admin’, Manager’, Site Contact’ and ‘Limited Site Contact’ with the users email id.

Survey Summary Report only displayed in the report screen when User roles mapped with matched the user email id.

1. How to insert the table in the reports?

• Open the report in editor mode
• Go to ‘Insert’ menu
• Select the Table icon
• Using Table icon, number of Rows and Columns will be selected and selected items displayed in the report

1. How to add Image placeholder in the report?

• Open the report in editor mode
• Go to ‘Insert’ menu
• Select the Table icon
• Using Table icon, number of Rows and Columns will be selected and selected items displayed in the report
• Place the Cursor in the table
• Select Image and then select Image placeholder

1. How to select the placeholder from Merge field?

• Open the report in editor mode
• Go to ‘Insert’ menu
• Select the Table icon
• Using Table icon, number of Rows and Columns will be selected and selected items displayed in the report
• Go to Select Master Table for ex; gapSummary
• When this master placeholder is selected and then go to Insert Merge field
• It is seen that all the placeholder are displayed to select

1. How to design own report template?

To design own report template, we need open the editor of the report

• Go to Insert
• Select Table and insert the table in the report
• Check that selected table is created in the editor
• You can use Image Placeholder to add the images in the report
• Go to Reporting menu of the report editor
• Select Master table (here you can select the desired matrix to add in the report)
• Go to ‘Insert Merge Field’
• Select the desired placeholder
• Using ‘Insert Merge block’, multiple placeholders will be selected
• Check that select placeholder displayed in the report editor
• Save the report

1. How to provide Self-Assessment report permission to all the roles?

Self-Assessment report is displayed in the report screen, when selected all the User roles such as ‘Admin’, Manager’, Site Contact’ and ‘Limited Site Contact’ with the users email id.

Self-Assessment Report only displayed in the report screen when User roles mapped with matched the user email id.

1. How to provide Risk Register report permission to all the roles?

Risk Register report is displayed in the report screen, when selected all the User roles such as ‘Admin’, Manager’, Site Contact’ and ‘Limited Site Contact’ with the users email id.

Risk Register Report only displayed in the report screen when User roles mapped with matched the user email id.

1. How to provide Assessment Summary report permission to all the roles?

Assessment Summary report is displayed in the report screen, when selected all the User roles such as ‘Admin’, Manager’, Site Contact’ and ‘Limited Site Contact’ with the users email id. Assessment Summary Report only displayed in the report screen when User roles mapped with matched the user email id.

1. Can Private Reports given access to other roles?

Private Reports cannot give access to other users. Private Reports only accessible those users who are created or Saved as Private Reports.

1. Whether other saved public reports given access to other roles?

Yes other saved public reports can also be given access to other roles and user using the permission screen. According to the access given other public reports displayed to the user.

1. What is Remember functionality in the reports screen?

While creating reports when Custom Responses and Options are selected and when Selected Remember check box, this information will be remembered for generating reports.

1. For additional can we connect Customer support?

For any additional help you can write to support@riskwatch.com