Hi everybody,
Hope you all had a great Memorial Day weekend. We wanted to share with you the updates that are coming out today. Along with a longer list of updates (see bottom of our dev updates post for details) we are happy to announce our newly organized reporting area within RiskKey.
With reports, we want to create a better alignment with the different project types that come within RiskKey (project mgmt, risk assessment, and audit workflows). So our reports reflect that with the new category headers. The only additional category we created was the ‘Recommendation Reports’ area due to the recommendations (AKA findings) are in both risk assessments and audit projects.
Reports Permissions by Project Type
With all that said, we also included the permissions to only be able to run reports depending on the type of project that you selected. Here’s an example of a ‘project management’ type project. See how the other reports are grayed out because they don’t apply:
You will be unable to run grayed out options.
New Reports Added
While we were at it, we added some new reports to use at your disposal. Here in a brief description of each of the new reports:
- Requested Documents – This is a printable document request list for the project you’re in. This will allow you to see the status of all files being requested and additional details like fulfilled, person responsible, and file name.
- By Starred Items – See screenshot below for where you can ‘star’ an assessment or objective item. This report will run any assessment or objective report (depending on which report you run) and show you which items are currently starred. Great for going back to the ones that you need to follow back up on.
- By Current Status – This report was created in combination of our folks and some user feedback to create a report that will really knock your socks off. This allows you to see the current status of any recommendation within a project. The categories statuses include: Past Due, Outstanding, Incomplete, and Completed Recommendations. This is a recommendations report. See the screenshot.
Lastly, within the reports we spent some time improving the readability by increasing the font sizes, bolding some category headings, and reorganizing the information in a more easy, readable way.
We hope you like what we’ve done!