How do I create a Risk History Report?

The Risk History Report allows you to report on risks in your Assurance site and shows the history of their risk assessments.

Step-By-Step Guide

The report will show you what changes were made to the fields you have selected, when they were made, and by whom:



To run this report first, go to the report screen by clicking on Reports at the top of the screen, then select Risk History Report under the ‘Built In Reports’ column:


It is important that you filter the report and select only those Risks that you would like to include in your report. To do so click on the Filter bar, then select the field you would like to filter the report by, such as Registers and Forms Template (note: you can only report on one risk template at a time), Entity, Business Unit, Risk Classification or Risk Change History Period:


Drag and drop the fields that you would like to include in the report by clicking and holding the ellipsis, and to add more fields start typing in the white box beneath Fields.  You can also sort and group your report by different fields; for example you can create a report and group them by the Entity associated with each risk.


You can Export your Folio Report to PDF ONLY; click ‘export’ to generate the report.