How Do I Use Custom Reporting in My KCM GRC Platform?

KCM GRC Account Administrators can use the Custom Reporting feature to generate reports with data from the Compliance Management and Risk Management modules in your platform. You can quickly create ad-hoc reports that provide details on the status of your tasks and the rate of completion for the controls you've implemented across your compliance and risk management initiatives. 

This article explains how to create reports, provides details about the report settings that are available to you, and how you can export your report results. See the following sections to learn more. 

Jump to: 

Creating a Custom Report

Report Settings

Applying a Date Range Filter

Exporting Custom Reports

Creating a Custom Report

Follow the steps below to build a custom report.

1. From the navigation panel on the left-hand side, click Custom Reporting.
2. From the Custom Reporting page, click the Create New Report button in the upper right-hand corner of the page. 
3. Use the Name field to give your report a descriptive name (175 character maximum).
4. Use the Description field to describe the purpose of the report.

Now, continue to the next section to learn about the report settings that are available for your custom report and how the data will be displayed based on your selections. 

Report Settings

The following steps outline the purpose of each report setting and how the data is displayed. Follow these steps to create your report.

Custom Report Settings

5. Source Data From: This is the primary type of data that you are building the report from. 
   • Tasks: Select this option if you would like to build a report on the tasks and task schedules you've created for your controls under your account's Compliance Management module. 
   • Risks: Select this option if you would like to build a report on the risks that you have added to your Risk Registry. Custom risk reports include the risks that you have implemented controls for. Meaning, the risk must have a control mapped to it, and a task or task schedule must be created for the control. 
     
     Tip: If you would like to download a CSV file of all of the risks you've added to your account (including the risks without controls or tasks), you can do so from your Risk Register. See this article for more information.
6. Group Data By: (optional) Use the options under this area to add additional data to your report. For each of the selections that you make, an additional column will be added to your report. 
   • Task Status: Displays the current status of the tasks. Tasks can be in any of the following statuses: Active, Acknowledged, Closed Late, Failed, Past Due, or Satisfied. 
     
   • Requirement: Displays the requirements that are associated with the controls and, therefore, the control tasks (when you've selected Tasks under Source Data From).  
   • Scope: Displays the scopes that are associated with the control tasks. 
   • Risk: This will limit the report to only display the control tasks that have risks associated with them.
   • Control: Displays the controls that are associated with the tasks or mapped to the risks (whichever are applicable, based on the selection you made under the Source Data From area). 
7. Report Criteria: (optional) Use the fields in this section to search for specific items to make your report more specific. 
   • Requirements: If you'd like to limit your report to only show the control tasks that are associated with a specific requirement, search for and select one or more requirements to add to this field.
   • Scopes: If you'd like to limit your report to only show the control tasks that are associated with a specific scope, search for and select one or more scopes to add to this field. 
   • Risks: If you'd like to limit your report to only show the control tasks that are associated with a specific risk, search for and select one or more risks to add to this field. 
   • Controls: If you'd like to limit your report to only show the tasks that are associated with one or more specific controls, search for and select one or more controls to add to this field. 
8. Users Responsible: (optional) Use the options in this section to include the user who is assigned to each task in your report. For each of the selections that you make, an additional column will be added to your report, and the first and last name of the User Responsible will be displayed. 
   • Task Schedules: Select this option to display the User Responsible for control tasks with a recurring task schedule.
   • One-Time Tasks: Select this option to display the User Responsible for control tasks with a Standard One-Time Schedule or an Advanced One-Time Schedule.
     
     Note: Please see this section of this article for more information about the different types of tasks you can create for your controls.
9. Approving Managers: (optional) Use the options in this section to include the manager who is responsible for approving each task in your report.
   
   Note: When creating a task or task schedule, assigning an Approving Manager is optional. Therefore, this column will be blank when there is not an Approving Manager assigned to the task.
   • Task Schedules: Select this option to display the Approving Manager for control tasks with a recurring task schedule.
   • One-Time Tasks: Select this option to display the Approving Manager for control tasks with a Standard One-Time Schedule, or an Advanced One-Time Schedule.
10. Additional Report Information: (optional) 
    • Task Notes: Select this option to display the task notes for each task (when applicable). 

11. Once you've made your report selections click the Save Report button to generate your report.

See the next section for details about your report results and how to select a date range to further filter your report.

Applying a Date Range Filter

After you have saved your report criteria, you will see your report data displayed in a table. The date range filter that is applied to your results will default to the previous month. Use the date range widget to select a different date range filter, then run your report. Follow the steps below for details. 

1. Click the calendar icon at the upper left-hand side of the page to open the date range widget, as shown below.
   
2. If you'd like, choose one of the preset date ranges on the left-hand side of the widget. To select a custom date range, use the arrows above the calendars to select the desired start and end dates. Once you've selected a start and end date, your date range selection will appear in the bottom left-hand corner of the widget.
3. Click the Apply button to save the date range.
4. Then, click the Run Report button to apply this date range filter to your report results.

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Exporting Custom Reports

If you'd like to export your report results into a CSV file, you can do this from the report results page. If you'd like, you can deselect the columns that you do not want to include in your export.  

By default, all columns that are shown on the report results page will be included in your CSV export. To remove columns from your export, select the first drop-down menu button on the upper right-hand side of the page (shown below). Then, deselect the columns you do not want to include.

When you're ready to export, click the second drop-down menu button on the upper right-hand side of the page, then click CSV, as shown below.

The CSV file will be downloaded to your computer. The CSV file name will contain the report name and the start date and end date of the date range filter that is currently applied to the report results. The file name format is as follows: ReportName-MM-DD-YYYY-MM-DD-YYYY.

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