Sharing key information about an object

A Report View displays read-only information about an object. It is configured similarly to a Task View. However, while a Task View is designed for a person or group to work on that activity or task, a Report View is a compilation of the key information about the object. With a Report View, users can focus on, and highlight, the most essential aspects of the object and easily communicate and share GRC insights with others, both within and outside of the organization. To share the information on a Report View, a user can print it or save it to a PDF.

When you open an object, you see tabs, such as a Task tab. A Report View appears as a tab with a title determined by the administrator. If there are multiple Report Views on the object type, the available Report Views are listed in a menu on the tab. The first Report View in the list is displayed by default. Click the tab to select the Report View you want to see.

In Figure 1, the Risk Analysis by Entity Report tab shows a Report View created by the administrator. Risk Analysis by Entity Report is the label set by the administrator who designed the view.

Figure 1. Example of a Report View
A Business Entity open in a Report View.

If you want to share information about an object and there is no Report View available, discuss what you need with your administrator.

In a Report View, you can do the following actions:
  • Review information about the object. You cannot edit the contents of a Report View because Report Views are read-only.
  • Click Search button (magnifying glass) to search for fields in the view.
  • Click Print button to print the view or save it as a PDF. The PDF does not include browser controls and navigation elements, such as buttons, search fields, menus, scroll bars, check boxes, and URLs.