To create a risk register for your organisation, click on Reports and then select Risk Register in the list of Built In Reports.
It is important that you filter the report and select only those Folios that you would like to include in your risk register, so while you may have a risk matrix in a number of Folios such as contracts or incidents, you may choose only to include, for example, enterprise risks, as seen below.
Drag and drop the fields that you would like to include in the Risk Register Report by clicking and holding the three dots. To add more fields, start to type in the white box beneath Fields.
You can Export your Risk Register to PDF or Spreadsheet, to run the report to PDF, just click on Export OR click on the down arrow next to arrow and select PDF. To run the report as a spreadsheet, select spreadsheet and a CSV will be exported from your browser.
The PDF Report will have hyperlinks in it that will allow the reader to click on the name or key and be taken directly to the Risk in Folio
TIP: Once you have re-organised your Risk Register report to include the fields that you want and sorted it by your chosen fields, Click on SAVE or SAVE AS to save your custom report for the next time you need it. You can also bookmark the report so that it will appear on your front page.