The Reporting tab is accessible to all user types and opens by default on the configurable Heat Map report.
Use the dropdown filters to control which risks appear. For example, selecting:
Residual
By Risk (10)
A Business Area tag like “Board Report”
will display the top 10 ranked risks with that tag, plotted by residual scores.
Portfolio Filter
Visible only if the Portfolio feature is enabled. Users only see risks from portfolios they have access to.
Historical View
The calendar dropdown lets users plot risks based on historical scores. Deleted risks won’t appear, even if they existed on that past date.
Downloading Heat Maps
Standard & Admin Users can download maps as PNG files.
Read Only Users can filter and view reports but cannot download.
Legend Display Options
By default, the legend appears to the right. Hover over risk circles to see full names.
You can also check “Show legend below chart” to place the legend under the chart—this helps with long risk names and report formatting.
Other Report Types
Risk Trend Report
Updated nightly. Shows risk score changes over a chosen time period. Filtering works the same as in the Heat Map.
Key Risk Summary Report
Summarized risk details for reporting:
Risk Name (clickable)
Description and Residual Risk Score
90d Trend: compares to 90 days ago (green = lower, red = higher, gray = same)
365d Trend: same logic, but over a year
Notes: pulled from “Previous Period” and “Current Period” Notes in the Risk Details screen
Industry-Specific Reports
Some accounts may include extra reports like Key Metrics Report for financial institutions. These have their own guides.
Key Terms:
Heat Map, Risk Reporting, Residual Score, Trend Arrows, Summary Reports
Applied To:
All User Types (Admin, Standard, Read Only)