Select one of the main menu options Compliance, Risk, KRI, (Events), Contracts, Obligations for an entity specific report or chart. Or select Reports from the main menu for a generalised report.
Choose a Report or Charts from within that menu Report or Chart section.
Compliance menu optionsRisk menu optionsKRI menu options(Events) menu options(Registers) menu optionsContracts menu options(Control Inventory) menu optionsDocument Library menu optionsObligations menu options
Or choose a generalised or saved report:
Report menu options
Note: The ‘Tasks Not Completed’ menu option will only appear if ‘Show Not Completed Button’ is configured to display. The ‘Taxonomy’ menu option will only appear for administrators.
The selected Report or chart is displayed with its Settings Page.
About Reports and Charts
Reports and Charts allows you additional ways of viewing and reporting the records contained within your TriLine GRC system.
Some Reports and Charts contain additional Reports and Charts that you can select within that Report’s or Chart’s Settings. These are shown in the table below (in the Settings ‘Select Report’ column).
Menu Report Options
Note:
In the table below, items shown (bracketed) are configurable and may be different on your TriLine GRC system.
Report Menu Options
Select from the Main Menu
Select Report
Settings Select Report
Compliance
Compliance Process
Process Controls
Compliance List Completed Tasks Current Tasks Current Tasks Summary Overdue Tasks
Task Due Date Changes
Risk
Risk
Risk List Capital Allocation Risk Score Change Risk Score Exceeds Appetite Risk Hierarchy Risk Summary Reviews Competed Current Risk Reviews Current Risk Reviews Summary Overdue Risk Reviews
Risk Review Due Date Changes
Risk (Treatments)
Risk List Completed Tasks Current Tasks Current Tasks Summary Overdue Tasks
(Treatments) Due Date Changes
KRI
KRI List and Tasks
KRI List Current Summary Completed Tasks Current Tasks Current Tasks Summary Overdue Tasks
KRI History
Task History 6 Month Summary 12 Month Summary
Task Due Date Changes
(Events)
(Event)
Tasks
Completed Tasks Current Tasks Overdue Tasks
Task Due Date Changes
Registers
Registers
Tasks
Completed Tasks Current Tasks Overdue Tasks
Task Due Date Changes
Contracts
Contracts
Contract List Contract Renewal History
Tasks
Contract List Completed Tasks Current Tasks Current Tasks Summary Overdue Tasks
Renewal Tasks
Completed Tasks Current Tasks Overdue Tasks
Task Due Date Changes
(Control Inventory)
(Control Inventory)
Effectiveness History
Tasks
Completed Tasks Current Tasks Overdue Tasks
Task Due Date Changes
Document Library
Document List
Document List Reviews Completed Current Document Reviews Overdue Document Reviews
Obligations
Obligations List
Linked Obligations
Tasks
Completed Tasks Current Tasks Current Tasks Summary Overdue Tasks
Task Due Date Changes
Menu Chart Options
Note:
In the table below, items shown (bracketed) are configurable and may be different on your TriLine GRC system.
KRI By Category KRI By Rating KRI By Trend KRI By Owner KRI Rating By Category
KRI History
KRI By Trend/Rating
(Event)
(Event)
Category Cause Status Type
Registers
Registers by Manager
Registers by Status
Contract
Contract
Entity Responsible Officer (Business Unit) Type
(Control Inventory)
(Control Inventory)
(Business Unit) Effectiveness Owner Type
Effectiveness
Document Library
Document Library
Saving Reports and Charts Settings
If you find yourself often creating and filtering a particular Report or Chart, you can save the Report or Chart settings and then access the customised Report or Chart from the Main Menu Reports | Saved Reports/Charts whenever you need to.
Note: Screen shot labels and other items shown in (brackets) are configurable and may be different on your TriLine GRC system.
Set Report Filters and Run Report
Note: Only members of the ‘View Reports’ Security Group (and Administrators) can create and view reports. If no Positions are added to the ‘View Reports’ Security Group then all Positions can create and view Reports. Records displayed in Reports is security filtered.
The ‘Settings’ popup window is displayed (‘Risks’ Report settings shown).
Where available, click the ‘Select Report’ drop-down list and select a Report (‘Risks’ Report drop-down list shown). Selecting different Reports will change the display Filters and Options.
Note: The options shown in the ‘Settings’ popup window will be different for each Report.
Select Report Filter criteria from the available drop-down lists. Using the ‘Risks’ Report as an example:
From the ‘Category’ drop-down list, select ‘Financial’, and
From the ‘Sub-Category’ drop-down list, select ‘Budget Management’.
As you select the Filter criteria, they are displayed in the ‘Applied Filters’ List.
To remove a Report Filter:
Select the Filter entry in the ‘Applied Filters’ List (e.g. ‘Sub-Category >> Financial - Budget Management’), and
Click the icon to remove the Filter from the List.
To remove all Report Filters, click the icon.
Where available, you can group Report information by selecting criteria from the ‘Group By’ drop-down list (e.g. ‘(Business Unit)’).
You have the option of setting your own Report Title by typing text in the ‘Report Title’ field.
Click the Run Report icon to apply the Report Filters and display the Report Page(s).
Navigate, Print and Save a Report
Note: The contents of the Report will be limited by Security settings.
Use the controls in this panel to move between Pages of the report, toggle the multi page and zoom in and out of the content.
3 ‘Print’ icon
Click the ‘Print’ icon to print the entire report.
4 ‘Print Page’ icon
Click the ‘Print Page’ icon to print the current displayed page of the report.
5 ‘Export To’ icon
Click the ‘Export To’ icon to Save a copy of the report in your preferred docuement or image type. Refine your ‘Export To’ settings in item 3 ‘Export Options’ in Additional Report Features.
6 ‘Search’ icon
Click the ‘Search’ 6 icon to search the report. Click the Collapse icon > to hide this panel.
Search
7 ‘Show Help’ icon
Click this icon to display basic information about working with the Report Page.
On the right hand side of each report is an expand icon <1 which, when clicked, reveals more features. Clicking this icon >, will hide the additional features.
Expand Icon
1 ‘Expand’ icon
Click this icon to Open the additional features and options panel.
Once open, this icon changes direction to be represent the Collapse icon. Use the Collapse icon to again hide the additional features and options.
2 ‘Parameters’ icon
This icon does not appear on all reports. Click this icon to display additional Sort options of the data in the report. Click the Collapse icon > to hide this panel.
Export Options
3 ‘Export Options’ icon
Click this icon to display additional Export Options. Use these options in conjunction with item 5 above. Click the Collapse icon > to hide this panel.
Export Options
4 ‘Search’ icon
Click this icon to display the search panel. Enter values here to search the report. Click the Collapse icon > to close this panel.
Search
5 ‘Document Map’ icon
Click this icon to display a Document Map of your Report. Use the Document Map to quickly traverse this report. Click the Collapse icon > to close this panel.
Note: Only members of the ‘View Reports’ Security Group (and Administrators) can view Charts. If no Positions are added to the ‘View Reports’ Security Group then all Positions can view Charts. Records displayed in Charts is security filtered.
On the Report or Chart Page, click the icon. The respective Save settings window is displayed. In this example, the selected report is ‘Risk Lists’ and the chart is 'Compliance ‘Risk Rating’.
Save Settings
Click the icon 4 to save the Report/Chart Settings.
‘Save Settings’ window elements
1 ‘Description’ field
Enter a description for the Report/Chart to inform what the Report or Chart displays (e.g. ‘Financial Risk List’).
2 ‘Set Dates’ fields
If the ‘Set Dates’ fields are visible, select the ‘Number of Periods’ and the ‘Period Type’ from the respective drop-down lists. For example, if displaying the last quarter’s Financial Risks, select ‘Number of Periods: 3’ and ‘Period Type: Calendar Months’. This Report will start from the previous date period, so a Report generated on the 7th of July will cover April, May and June.
Note: The ‘Set Dates’ fields are only displayed if they are a Filter criteria for the Report or Chart.
3 ‘Public’ selector
Select whether the saved Report or Chart will be available for all Positions (Public), or restricted only to the Position saving the Report or Chart.
4 ‘Save Settings’ icon
Click the icon to save the Report/Chart Settings.
5 ‘Cancel’ icon
Click the cancel icon to close the Report/Chart Settings window without saving.
From the Main Menu, select Reports | Saved Reports/Charts.
The ‘Saved Reports/Charts’ Page is displayed.
Select a tab as follows:
Reports/Charts available on each tab
Tab
Available Reports/Charts
My Reports
Reports that you have saved for your own use (i.e. ‘Public’ option not selected).
Public Reports
Reports that you have saved as ‘Public’. Reports that other Positions have created and saved as ‘Public’.
My Charts
Charts that you have saved for your own use (i.e. ‘Public’ option not selected).
Public Charts
Charts that you have saved as ‘Public’. Charts that other Positions have created and saved as ‘Public’.
Click the icon alongside your chosen Report/Chart to view it.
Edit saved Report/Chart Settings
Notes:
Only the creator of a public Report or Chart (and an Administrator) can make changes to that Report or Chart.
The changes that can be made include changing the Report/Chart Title and Description, and whether or not the Report/Chart is ‘Public’. To change the Filter criteria:
From the Main Menu, select Reports | Saved Reports/Charts. The ‘Saved Reports/Charts’ Page is displayed. Click the icon alongside your chosen Report/Chart to edit it.
The ‘Edit My Report’ (or ‘Edit My Chart’) popup window is displayed.
Edit the ‘Description’, ‘Public?’ and ‘Title’ fields as desired, then click the icon to save your changes.
Delete saved Report/Chart Settings
From the Main Menu, select Reports | Saved Reports/Charts. The ‘Saved Reports/Charts’ Page is displayed. Click the icon alongside your chosen Report/Chart to delete it.
icon.
icon to remove the Filter from the List.
icon.
icon to apply the Report Filters and display the Report Page(s).
icon.
icon to apply the Chart Filters and return to the Chart Page.
icon to print the Chart.
icon. The respective Save settings window is displayed. In this example, the selected report is ‘Risk Lists’ and the chart is 'Compliance ‘Risk Rating’.
icon alongside your chosen Report/Chart to edit it.
icon alongside your chosen Report/Chart to delete it.