Report Customisation - Report Configuration Management

Platform: Risk Assessment Platform

User roles: Super Admin, Company Admin, End User Roles (e.g. Standard, Approver)

This feature allows users to configure the sections that appear in their Assessment and Assessment Unit report output.

These settings apply to the user making the selection.

View Report Configuration

Users with appropriate permissions can view the report configuration options in Settings > Report Configuration.

The main components on the header of this page are:

• Assessment tab - options for the Assessment Report
• Assessment Unit tab - options for the Assessment Unit Report
• Format – choose between the Default or Classic report formats

Configure Assessment Reports

Unselect a checkbox to exclude that chapter from the report.

Select a checkbox to include that chapter in the report.

Use the Assessment Unit Order dropdown to choose the order in which to display the assessment units within the assessment report.

Press Save to save your changes.

Configure Assessment Unit Reports

Unselect a checkbox to exclude that chapter from the report.

Select a checkbox to include that chapter in the report.

Press Save to save your changes.