For the complete documentation index, see llms.txt. This page is also available as Markdown.

Filtering

Filters in Reporting

The Reporting tab within RiskBase is primarily used to manage the Schedules and Checks related to elements and properties.

This allows users to see what checks have occurred, when they are next due and their status. It also provides the means of visualising this data in graphs and charts.

Only users with Reporting enabled will be able to access this page.

Accessing Reporting

  1. Sign-In to the RiskBase application: app.riskbase.uk

  2. Select Reporting (bottom of the screen).

  3. If this tab is not visible, Reporting has not been enabled - contact a user with administrator access to have this feature turned on.

Visibility

Element and property data will only show if the user has access to that property. This can also be filtered by specific organisations if the user has access to multiple organisations.

Opening a Page and Filtering

Clicking Open Page presents several different options. Each of these options presents different parameters to filter on.

Check Schedules

This page shows data relating to schedules of checks that can occur against an element in a year. So typically this page would show one item per check, per element per year.

  • Organisations: filter by organisation/s.

  • Checks: filter by check (Annual, Monthly, Quarterly, etc)

  • Elements: filter by element (Doors, Alarm Panels, Emergency Lighting, etc)

  • Statuses: filter by the status of the schedule, whether the check has been completed, attempted, missed, etc

  • Current: filter which controls whether the data showing is for the current year or for previous years.

  • Due Between: filter for checks that are due to be completed within 2 parameters

Completed & Attempted Checks

Check Statuses

Assets

Properties

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