Client Risk Matrix Report

The Risk Matrix Report can provide a summary across Clients that have completed a Risk Review. The report gives you the ability to view results at the Client level or across multiple Clients who have completed the Risk Review.

Select the Report icon from the top right panel to access the Reporting & Analytics screen

The left side of the screen displays the reporting options

To generate the Risk Matrix Report for all Clients click the arrow to the right of the Show field at the top of the Report panel to access the dropdown menu of all available reports

Select Risk Matrix and click the Generate button

From the Risk Review dropdown menu, select the relevant Risk Review type with which to generate the Risk Matrix. By default, you see the average across all client teams that participated in the Risk Review

To select one or multiple Clients click the arrow in the Client dropdown

Click the Show All Clients button to view all Client responses within the one Risk Matrix

There is also the ability to filter via User Roles

Data can also be exported via the link at the top right of the Reports screen

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