Use the navigation links below to browse.

Create new report

To create a new report, click on “Reports” in the menu.

A] Select between:

  1.      Standard Report
  2.     Task Based Report
  3.      Datasheet Report

Read more about types of reports here.

B] Filter for required data:

Use the filter bar to narrow down control results by Program, User, Group or Period. Type the name of the Program or select the same from the list provided.

C] Set Date range:

Create and save report formats with dynamic date ranges that can be used as a standard report for all future needs. While saving a report, select save with Dynamic filter option and set your preferences on the report results.

D] Adjust View:

You can adjust the report to present the exact data needed.

  1. Using the Search bar to change data presented in the graph:

Group by:

  • Control program: Displays the status of all the control programs you have access to
  • Control: Displays the status of all the controls in the control programs you have access to
  • Responsible: Displays the status of responsible for the controls in the control programs you have access to
  • Reviewer: Displays the status of reviewer for the controls in the control programs you have access to
  • Period: Displays the status grouped by period
  • Tags: Displays the status grouped by tag category

2. Use the “Adjust View” option to change the fields displayed in the pivot table under the graph. You can select / deselect the fields needed to create a precise presentation.

E] Legends and Formatting

  • To change the legends or formatting of the report graph, use the settings icon near the graph.

F] Add Grouping:

  • You can adjust your report as a pivot table by clicking the settings icon next to adjust view.
  • As a standard the data is grouped by “Program” with no additional groupings. Levels can be added to this grouping by clicking “+ Add”. Adding levels filters down your data into a more meaningful presentation.
  • Content selection:
  1. i) Select what the data will represent using the Dimension option.
  2. ii) Data in the table can be summarized using the Data summary option.
Dynamic Date range

Create and save report formats with dynamic date ranges that can be used as a standard report for all future needs. While saving a report, select save with Dynamic filter option and set your preferences on the report results. Date ranges can be set with two options:

i) Dynamic Due date range: This feature enables you to create a report based on the due dates of controls. Once set, all controls falling due (completed and overdue) within the date range will be included in the report

ii) Dynamic Period range: This feature enables you to create a period-based report such as monthly, quarterly, annually etc. All controls due within the specified period will be included in the report

Edit / Delete Report

Open the report you want to edit or delete and use the 3-dot menu to perform action required.

Please note, Report edit or delete function is limited to the “Report Manager”

Export Report results
  • To generate a report with your data, click on “Reports” in the menu. Then click on the report title.
  • By default, the report displays data from the past month.
  • Filter down to the data as required using the Date filter on the top right corner and add or change dimensions as required from the Adjust View and settings options given above the data.
  • Use the 3-dot menu to export the report to excel
Filter for required data

Use the filter bar to narrow down control results by Program, User, Group or Period. Type the name of the Program or select the same from the list provided.

Push Report
  • Pre-defined reports can now be automatically sent out to various stakeholders on a periodic basis.
  • Create the report you want using the Create Report section and click the three dots menu in the top right corner and select “save”. Once saved, a new window will open, and you can now create a push report by clicking the three dots in the top right corner.
  • Fill up the details for the report –
    • Title – will create the name for the report
    • Recipient – select stakeholders that would receive the report
    • Message – add a personalized message for the recipient. This will form the body of the email along with a standard message from Impero.
    • Schedule the control as required.
Save Reports
  • Pre-design and save your reports in Impero. It is now possible to design and save a specific report structure for your data to facilitate easier reporting with Impero.
  • Filter your data to display the right data results and save the report for future use. This will enable you to view specific information for the same area across periods.
  • Reports can also be saved using the Dynamic date range feature, enabling users to look at area specific information for different time periods without any additional processes.
  • Filter your report as required and set the period to the desired reporting need. While saving, select save with Dynamic filter option and set your preferences on the report results Please note that reports will include only those control results to which the user has access.

 

Types of Reports

Select between:

Standard Report:

Standard reports collect and present control status. Each Control generated is treated as a single line item for the control. Therefore, controls assigned to multiple users will all be counted separately. There are two types of standard reports:

  1. Status Report: The status report displays the status of all control results for a specific period.
  2. Workload Report: The workload report project future workload

Task Based Report:

Report on answers from radio buttons. The regular status report is a traffic light report (on time, pending or overdue), whereas the task-based report reports on the answer of the radio button question from the controls.

Datasheet Report:

Datasheet reports present reports based on data entered into a particular datasheet.

To create a datasheet report, go into the control program where you have a datasheet, in the datasheet 3 dots menu select datasheet report. Use the Adjust View option to select or deselect the data presented as per your reporting needs and select save from the 3-dot menu. This datasheet report can now be viewed from the Reports section of the dashboard menu.