When it comes to reporting in policyIQ, Detail Link Reports are undoubtedly my favorite – and arguably the most powerful. We’ve spent a lot of time talking about the different ways you can use Detail Link Reports. (I did a quick search and found 17 different blog posts that touch on the subject!) But we know from speaking with our policyIQ users, that the power of reporting on all of those relationships is still often overlooked.
Even the “basics” might not be so basic.
Regardless of how you are using policyIQ, it is likely that you’ve built relationships between your content. In the audit world, Test pages are linked to Controls and possibly to Deficiencies. Policies are often linked to Procedures or Regulations. Contracts are linked to Vendors. All of the relationships and interactions between your pages help you to answer important questions – and those answers come through reports.
- Do you want to know which vendors have the most contracts with your firm? Run a Detail Link Report of Vendors and the related open Contracts. Add in a column for “value” of the contract, and you can pull it out to Excel to total up the contracts! (Vendor <>Contract)
- Report on Tasks that are being worked on right now, and show the Projects that they are a part of. (Task <>Project)
Start at the bottom and go up!
Looking at something from a different perspective isn’t revolutionary advice, but we need to be reminded every once in awhile that there is more than one way to look at something.
- Do you typically look at your compliance testing from the Risks and go down? Try starting at the Deficiencies. Create a report of Deficiencies, and follow it back up to the Risk that is exposed. (Deficiency <>Test <> Control <> Risk)
Go one level further (even if you repeat yourself!)
Consider “what else” you might want to know when you think about your reports – and add another level to the report.
- Take your report of Deficiencies. You’ve gone the whole way up to Risk, now you might want to know if that Risk is also being mitigated by other Controls. Take the report a step further by adding Controls again at the end. (Deficiency <>Test <> Control <> Risk <> Control>)
- The report of Tasks and Projects is a real example pulled from our policyIQ team. We use a report of current Tasks being worked on and show the Projects to which they are associated. But when we’re planning for the next steps, we take that report a step further and show the Tasks that are remaining as a part of those Projects. (Task <> Project <> Task)
Let us know if we can help you to create a report on any of your data in policyIQ. If you have a question about your data that you are having a hard time answering, let us know and we’ll help you to build a report!