7. Report Builder

• Open Analysis → Report Builder.
• Choose a data source: Risks, Business, or Projects.
• Select the columns to include in the report.
• Add optional filters (field, operator, value).
• Click Generate Report to preview up to 200 rows in the browser.
• Click Download CSV to export the full filtered result set.

7.1 Tips

• The Risks source includes all standard fields plus custom columns from form templates.
• Useful filters include Status equals Open, Matrix priority equals Critical, or Business equals a specific unit.
• The preview shows up to 200 rows; the CSV download always includes the full filtered set.
• Column selection resets each session — record commonly used column sets in your team runbook.
• Combine Report Builder CSVs with compliance assessment exports for integrated audit evidence.