The advanced dashboard gives an executive view of the current statistics on your QUOODA instance. This can be downloaded as a PDF to send to stakeholders.
Step 1. Go to Reports within the toolbar
The reports button is the pie chart icon.
Step 2. Select the Advanced Dashboard option
The advanced dashboard will show you a high-level overview of Document Compliance, Risk Compliance, Property Summary, Overdue Explanation Details, Risk Assessment Task Summary as well as Risks Outstanding.
Step 3. Filtering the data.
The report will show an overview of all of the data in your system but you can filter as required. Select the filter on the top left of the page.
Here you will see a number of filter options available to you and you can combine these to get the specific data you require. You can search each filter using the magnifying symbol and any data you have selected to show in the report will be highlighted in green. To select multiple options within a filter area hold down the 'Ctrl' key on your keyboard while clicking.
The white box in the top right will show you a summary of the filters you currently have selected and you can delete them by using the rubber symbol next to each line.
Step 4. Exporting the information.
You can access the report as a PDF using the print icon at the top right of the report. This will open a report on a new window, users can download the report as a PDF by clicking the arrow icon on the top right of the document.
You can also export specific sections to excel or as a PDF. To do this go to the section that you need to export and click the print button or the send to excel button.