Ansarada GRC: How to create and email report now in schedule reports?

Ansarada GRC: How to create and email report now in schedule reports?

Create and email report now

  1. Access Scheduled Reports to view the Scheduled Report list.

  2. Click on the required Report’s Create and email report now 1 icon.

  3. A ‘Creating and distributing report…’ message will display before the report is sent.

  4. The Report is sent.

    • Related Articles

    • Ansarada GRC: How to create a scheduled report?

      Access Scheduled Reports Note: Your Position must have access ‘View Reports’ access, for this menu option, and Scheduled Reports tab, to appear. From the Main Menu, select Reports | Scheduled Reports & Saved Reports/Charts. The ‘Saved Reports/Charts’ ...

    • Ansarada GRC: How to delete and retain schedule reports?

      Delete a Scheduled Report Access Scheduled Reports to view the Scheduled Report list. Click the Delete this Schedule Report 1 icon. The ‘Confirm’ delete window appears. Click OK to delete, or click Cancel. Show Retained Reports Access Scheduled ...

    • Ansarada GRC: How to create a Completed Task Report?

      To create a report of Completed Tasks by a user over a certain period of time, a new feature functionality (released in 2022) in the My Summary Page exists to generate this request. Go to My summary Page Select the three-bar hamburger menu icon. Then ...

    • Ansarada GRC: How to edit and update the scheduled reports?

      Edit a Scheduled Report Details (including Transfer Ownership) See Update/Create a Scheduled Report if you wish to change filters or frequency of the Schedule. Access Scheduled Reports to view the Scheduled Report list. Click on the Schedule record 1 ...

    • Ansarada GRC Compliance Management Process

      The following flowchart outlines the Ansarada GRC Compliance Management process. 1. Identify and enter Compliance Process and Controls Individuals appropriately trained and experienced in Compliance should identify and record all requirements for ...