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This modification introduces a new multi-select Hierarchy tree filter to replace the existing cascading Hierarchy filter on within the parameter filter page of the Standard Risk Heatmap Report. This filter enables cross-filtering capabilities, allowing you to select multiple Hierarchy nodes and filter across Hierarchy structures simultaneously.

How does this work?

• When two or more Hierarchy nodes are selected from the same Hierarchy structure, a union (OR) of all selected nodes will be applied. This means the report will capture all Risks linked to any of the selected Hierarchy Nodes.

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• When Hierarchy nodes from more than one Hierarchy structure are selected, an intersection (AND) will be applied, displaying data common to all the selected Hierarchy nodes.

• To filter based solely on the selected Hierarchy node without rollup, you can do so by ticking the ‘Show Risks of Selected Hierarchy Nodes Only’ checkbox.

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This modification adds introduces a new parameter called ‘Risk Type’ filter to the filter page of the Standard Control Summary Report, which allows you to filter the Risk Controls within the Child Control Grid of the Report.

How does this work? 

• The new ‘Risk Type’ dropdown filter would be displayed next to the existing ‘Control’ filter. This filter would be a multi select dropdown list that lists down the different Risk Types configured within your environment.

• The ‘Risk Type’ filter would work in pare with the existing ‘Show Child Controls’ filter.

• If the ‘Show Child Controls’ checkbox is ticked, and the required Risk Type filtrations are applied;

  • The Report would filter out the Risk Controls within the Child Controls grid, based on the selected Risk Type

  • The Parent Control would not be captured within the report if it does not have any Child Risk Controls based on the applied Risk Type filtrations.

• If the ‘Show Child Controls’ checkbox is unticked and the required Risk Type filtrations are applied, the Report will filter only the Parent Controls related to the selected Risk Type. 

• If the Risk Type filter is set to ‘Show All’ and ‘Show Child Controls’ checkbox is ticked, all Parent and Child Controls will be displayed, regardless of the Risk Type. 

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This modification would enhance the Standard Action Summary Report, by introducing the following Filters and Content to the Report.​

Filters:​ Show Filter Page​, Show Action Summary Chart​ and Show Comment​

​Report Content:​ Filter page​, Actions by Directorate​, Baseline Start Date​ and Baseline End Datenew filters and content, along with an additional view of Action Summaries, enabling greater flexibility and deeper insights into your organization's Actions.

Here are some of the features and filters of the report:

• Filter Page: To give you a clear understanding of the applied filters when generating the report, a Filter Page will now be visible within the report. The visibility of the Filter Page can be controlled through the ‘Show Filters’ checkbox filter.

• Show/Hide Comments: With the aim of providing more flexibility to control the content captured within the report, you can now utilize the new ‘Show Comments’ checkbox filter to enable/disable the visibility of the Comments field of each Action record.

• Action Summary by Directorate: A new summary section has been introduced to show the Schedule Status of the Actions for each Directorate within your organization. You will also have the option to control the visibility of this new summary section through the ‘Show Action Summary by Directorate’ filter.

• Baseline Start and Baseline End Date: The report will include two new fields in the Timeframe column, enabling you to view the Baseline Start and End Dates of the Action.

How does this work?

• In the filter page of the Action Summary Report, you will find three new checkbox filters named ‘Show Filters’, ‘Show Action Summary by Directorate’ and ‘Show Comment’.

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• By ticking the ‘Show Filters’ checkbox, a new section named ‘Report Filters’ would be captured within the Report. This section will list the applied filters, giving you a clear understanding of the criteria used in generating the report.

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• By ticking the ‘Show Action Summary by Directorate’ checkbox, a new section named ‘Action Summary by Directorate’ would appear below the Risk Action Details by Schedule and Risk Action Details by Status charts. This section will feature stacked column charts that illustrate the count of Actions categorized by their Schedule status, linked to each Business Unit of the respective Directorates within your organization.

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• By ticking the ‘Show Comments’ checkbox, you would be able to show or hide the Progress Comments field of each Action.

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• In addition to the above changes, this enhancement also allows you to capture the Baseline Start Date and End Date fields within the Timeframe column of each Action.

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