How can we create a report showing all the downstream risks and controls from an Entity.

[Etienne Galea M]

Example of Entity hierarchy: Business Unit - Department - Business Process -> Risk

We would like to create a report on the Business Unit level showing all the downstream Risks which can link directly to the Business Unit or indirectly (e.g. Business Process), keeping in mind that a report cannot be grouped using a List field.

[Brent Sutton]

Hey @Connor Levien, thanks for coming back to me on this

Dynamic filter options was the first feature that came to mind but our use case would have required 75+ options to be maintained as the filter needs at be 'persistent' based on downstream entities from a specified parent organisation entity. Most use cases would be covered by filters at the division and subdivision levels but some go down to Team level.

L1 risk have created these reports / dashboards for each area. We couldn't rely on where the user sits in the organisation to display the correct data. L1 Risk, and other stakeholders, would need to see the same data as the business but don't sit in the same part of the org structure. If only dynamic filter options could take an entity as an 'input' . That would have solved my problem.

I'll take a look at UI builder but that won't be suitable for the current dashboards / reports or for filtering lists from the classic list views.

Thanks again for your help! If you stumble across any other potential solutions then please let me know.

Brent

[Connor Levien]

@Brent Sutton I would suggest looking into Entity Stakeholders capability. This allows you to tag groups and users to an entity and capture what their relationship to the entity is (such as 2nd line). You could use this instead to build a dynamic filter that shows all entities where I am an entity stakeholder for example.

[Etienne Galea M]

Hello,

Thanks for your comment. It is a valid comment but we did try dynamic filters in other areas as well. However, we encountered difficulties due to cross scopes. Also, keep ion mind that if you are using regions, that field is a list, hence in technical terms an array which would require scripting which in turn cannot filter in a standard report. Till now PA was the solution, but it is a too technical report writer for users who are not technical.

[Connor Levien]

Hey @Etienne Galea M 

I am not familiar with a Region field so it may be a custom field you have added to the entity or a specific record. I would suggest either creating entities for each region (as an entity can have multiple upstream entities allowing an entity to roll up to a region and business unity as an example). This way you can use them in the dynamic filters I describe above.