) next to the report you want to view
for the project.1. Access the Risk module.
2. In the Risk Management Projects section, click the List Projects option.
3. In the List of Projects section, click Edit next to the project for which you want to generate a report.
4. Click the Analysis tab.
5. Click Reports.
6. Click the List of Reports tab.
The system displays a screen with all the available risk reports grouped by language.
7.
Click Generate Report () next to the report you want to view
for the project.
The system displays a screen where you can set filters to determine what will be displayed in the report.
8. Select a type of filter from the list on the left and click Add to Filter to select the objects that will be used to filter the report (see figure below).
9. Select the objects to be added to the filter in the window that appears and click Add Selected (see figure below). If you want to quit the operation, click Cancel.
The system displays the objects
selected in the list of applied filters. The options with filters set can be
identified by the funnel icon (
) next to them.
10. To remove objects from the filter, mark the checkboxes next to those you want to remove and click Remove from Filter.
11. To remove all filter criteria, click Clear Filter (see figure below).
12. When finished setting the filters, click Generate Report. If you want to quit the operation, click Cancel.
Note: The report cannot be generated unless there is at least one closed questionnaire in the project. In this case, generate the report at a later date when questionnaires have been answered and closed so that there will be results to display.
The system displays the report in a new window (see figure below).
13. All reports provided by the system include a menu on top to facilitate navigation. If you want to send the report via e-mail, click Send. The message template for sending reports and the message service must have been configured correctly in the Administration module.
The system displays an area where you can specify recipients for the e-mail. You can insert e-mail addresses by clicking To (see figure below) or manually, separating each address by a semicolon. The system accepts a maximum of 30 e-mail addresses.
If, for example, you selected Person, the system displays a window where you can select the people to which you want to send the report (see figure below).
14. Once finished specifying recipients, click Send PDF (see figure below).
The system displays a success message.
15. To print a full report, click Print, or select Print Current Page to print only the page you are viewing.
16. To save a report, select either PDF or RTF as the format from the drop-down list and click Save.
17. In the dialog box that appears, click Open to open the report in the format selected on your computer, or click Save. If you want to quit the operation, click Cancel.
18. The
navigation buttons from this menu can be used to browse through the report’s
pages. Click First Page (
) to go to the beginning of the report;
click Previous Page (
) to go to the previous page; click
Next Page (
) to go to the next page in the report;
and click Last Page (
) to skip to the end.
19. To navigate the report pages, you can also select the page from the drop-down list from the Page field.
20. You can also browse the report by clicking the name of a topic from the table of contents on the left (see figure below).
21. When finished viewing the report, click Close in the upper right corner of the screen. This report can be generated again at any time if you want to view updated results of the analysis.