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Running the Risk Management Report - The Basics

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To run a Risk Management Report, you will have to login into your database, and go to Activity -> Risk Management

 

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You can specify the options you would like to see, such as the Date Period, the Exceptions, whether you would like to organize by Device or Driver, if you want to see rows with zero distance or not, and how you would like to run report by

This will all be displayed in the List View.

 

Custom Reports

 

You can also create Custom Reports, that give you the ability to not have to specify any options. You would have the options selected before hand, and all you would have to do is go to View and specify the appropriate report. 

To do to this, you'll have to go to Adminstration-> Reports... -> Report Views and then import a custom risk management report. In the report view tab of this report, you will be given the ability to pre-select your report options.

You can now go back to Risk Management and click on View and choose the Custom Report you chose.

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You can then choose to Export this report to an Excel file by clicking on the Excel Icon at the top: excel.PNG

 

Common Mistake

 

Sometimes users will go to Risk Management, specify the Exceptions they would like to see, and apply changes. 

They then go to View and choose one of the Custom Reports. They then expect the Custom Report generated to display info about the Exceptions they had specified. This will not work, as the options you had chosen when you created the Custom Report will override the Exceptions you choose. 

Vik Sridhar

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