Want to categorize reports for the entire organization? Site-wide Report Categories are coming in 6.7!

I think we might have mentioned recently that we’re pretty excited about version 6.7.  The introduction of Custom Alerts will open up new doors for our policyIQ users – allowing you to use policyIQ to stay on top of those things that are most important to your organization.

But Custom Alerts is not the only new feature coming in version 6.7.  In fact, the introduction of Site-Wide Report Categories is likely to be met with even more enthusiasm by our existing clients.  When we rolled out version 6, we were thrilled to be able to offer Report Categories, allowing users to better organize all of those reports that they create and run – or those that are shared with them. At the time, it seemed most important to make those categories user-specific, so each individual could have their own custom categories.  As we’ve learned over the past few years, site-wide, shared categories are even higher in demand.

sitewidereportcategoriesYou asked.  We answered.

Site Administrators in your policyIQ site can now create Categories, and designate those as “visible site-wide”.  With this setting, the Report Category will be available in the left hand navigation of the Reports module for all users who have access to reports.

Don’t worry – those personal Report Categories aren’t going anywhere.  Users will still be able to have their own Categories – and Reports can be indexed into as many Categories as you’d like.  Keep your own lists of Reports, but use Site-Wide Reports to share those most critical to your entire user base.

Need some ideas of Categories?  We’re full of ideas!

  • Sarbanes-Oxley Reports
    All of the critical reports in your SOX process can be bundled together and made available via a standard Category. If you have various locations, you might consider creating a Category for each Location, with reports filtered to just those results that apply to them.
  • Site Maintenance Reports
    For organizations with a number of Site Administrators or Location Administrators, create a Category into which you can place some standard maintenance reports. User lists with most recent log-in date, or pages with the Last Updated Date. Keep on top of the information that is going stale – or just report on Pages in Draft that still need to be completed and published.
  • Policy Management Reports
    Using policyIQ for Corporate Policies? Keep a Category of reports available to include reports on things like All Policies Updated in the last 30 days, or Policies past their expiration date.
  • External Auditor Reports
    You’ve created reports for your external auditors – now make it simple for them to pull up those reports and dive into their audit work!

No matter how you are using policyIQ, I’m sure you can think of ways that you’d like to implement site-wide Report Categories.  Not a Site Administrator?  Contact your Site or Location Administrator for help in creating a site-wide Category that will be useful for the organization.  Need help?  Contact our support team!

This entry was posted in Features, Releases and tagged by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Managing Director of the policyIQ group at RGP. She gets geeky about compliance and technology, and gets to spend every day working at the crossroads of the two. With policyIQ since 2005, Chris has worked with hundreds of policyIQ clients to implement technology and enhance their internal compliance environment. In the past few years, she's focused on enhancing policyIQ's offering as a Conflict Minerals and Anti-Corruption tool. In past lives, Chris worked as a system implementation consultant, a e-commerce specialist, a customer service call center manager, and - for one short but memorable summer during high school - a machine operator on midnight shift in a plastics factory. In her free time, she spoils her nieces, volunteers at her local food bank, and spends more time than she should taking photos of her cats. She would like to be a rock star when she grows up.

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