Create Reports

This article and the next few articles of this guide provide instructions for creating basic reports. Should you need to create additional reports with more complex requirements (e.g., a report that displays which risks are or are not associated with a Risk Response Plan), please contact your CSM at customersuccess@resolver.com.

For more detailed information on reports (data visualizations) see the Reports and the Report Elements sections in the Resolver Core Administrator's Guide.

Create a New Data Visualization

To create a new data visualization:

  1. Click the icon in the top bar > Data Visualizations in the Views section.
  2. Click Create Data Visualization.
  3. Enter Company - Risk Response Plan Tracker in the Name field.
  4. Ensure Report is selected in the Type dropdown menu.
  5. Select Company, Risk Response Plan from the Data Visualization Focus dropdown menu.
    The Create Data Visualization page.
  6. Click Create to display the Edit Report page.

Add a Table to the Report

Add a table element to the report:

  1. From the Edit Report page for Company - Risk Response Plan Tracker, expand Display from the Elements menu to the left of the Report Canvas.
  2. Drag and drop the Table element to the Report Canvas.
  3. Select Risk Response Plans from the Select a data series dropdown menu, then click Done to display the Edit Table palette.
  4. From the Data Type tab, deselect the Select All checkbox.
    The Data Type tab in the Edit Table palette.
  5. Click the Columns tab, the click to select the following in the Select Data section:
    • Name (Property)
    • Unique ID (Property)
    • Plan Owner (Role)
    • Date of Last Review (Date & Time)
    • Date of Next Review (Date & Time)
    • Risks (Relationship)
    • Risk Response Plan (State)
      The Select Data section.
  6. Scroll to the bottom of the palette, then select the Display colored cells as ovals checkbox.
  7. Click Done when finished.

Add a Pie Chart to the Report

To add a pie chart element to the report:

  1. From the Edit Report page for Company - Risk Response Plan Tracker, expand Display from the Elements menu to the left of the Report Canvas.
  2. Drag and drop the Pie Chart element to the Report Canvas.
  3. Select Risk Response Plans from the Select a data series dropdown menu, then click Done to display the Edit Pie Chart palette.
  4. From the Data Type tab, deselect the Select All checkbox.
  5. Click the Configure Your Chart tab.
  6. Select Risk Response Plan (State) from the Select Data section.
  7. Enter Plan Status in the Chart Title field. 
  8. Ensure Pie is selected in the Display Type.
    The Edit Pie Chart palette.
  9. Click Done to return to the Form Canvas.
  10. Drag the pie chart to move it above the table element.

Add Filters to the Report

To add filters to the report:

  1. From the Edit Report page for Company - Risk Response Plan Tracker, click Configure Filters.
  2. Select the following from the Select Filters section:
    • Plan Owner (Role)
    • Date of Last Review (Date & Time)
    • Date of Next Review (Date & Time)
    • Risk Response Plan: Workflow StateThe Select Filters section of the Configure Filters palette.
  3. Click the in the top-right corner of the palette when finished.

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