CERRIX Documentation
  • Introduction to CERRIX
  • CERRIX Functionalities
    • Getting Started
    • Using the Dashboard
    • Module Overview
      • Risks
        • AI Risk Description Refinement
        • Budget-based Risk Scoring
      • Controls
        • AI Control Description Refinement
      • Control Advanced Effectiveness Testing
        • Control Advanced Effectiveness Testing Video's
      • Incidents
        • Incidents Standing Data & Emails
        • Creating a New Incident
        • Incidents Workflow
        • Incidents Workspace
        • Incidents Roles & Rights
        • Incidents: Known Issues & Future Improvements
      • Events
      • Business Improvement Management
        • Measures of Improvement (MoIs)
          • Working with MoIs (Measures of Improvement)
        • Findings Report
      • Data Management
      • Third Party Management
      • Tasks & Control Execution
      • Key Risk Indicators (KRI's)
  • Admin Settings
    • External Connections
    • AI Settings
    • Authentication & User Provisioning
  • API Documentation
  • Best Practices & Guides
    • Control Design & Implementation, Execution & Effectiveness Testing: What's the Difference?
    • CERRIX AI FAQ
  • Implementation Guide
  • Import Templates
  • About CERRIX
    • Getting Support
    • Release Notes
    • Release Planning
    • Product Strategy & Roadmap
    • Heavy & Light Users
  • Compliance
    • Strategic Information Security Policy
    • ISO 27001
    • ISAE 3402 Type II
    • Privacy / GDPR
    • Security Statement
    • FSQS Certificate
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  • Key Features
  • How to Use the Finding Reports Module
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  1. CERRIX Functionalities
  2. Module Overview
  3. Business Improvement Management

Findings Report

The Finding Reports module in CERRIX enables users to generate actionable insights and reports based on organizational data. With integrated PowerBI tools, this module helps stakeholders make informed decisions.

Key Features

Report Generation

  • Create custom reports tailored to your organization’s needs.

  • Use predefined templates for quick reporting.

Data Visualization

  • Leverage PowerBI integration for advanced visualizations.

  • View trends, summaries, and detailed breakdowns.

Sharing Insights

  • Share reports with stakeholders or export them in multiple formats.

  • Set access permissions to control report visibility.

Tip: Regularly review reports to identify areas of improvement and track progress.

How to Use the Finding Reports Module

1. Accessing the Module

  1. Navigate to the Finding Reports module.

  2. Choose between creating a new report or viewing existing ones.

2. Generating a Report

  1. Select a predefined template or start with a blank report.

  2. Customize the report by selecting relevant data sources and fields.

  3. Add visualizations such as charts, graphs, or tables.

  4. Save the report for future reference.

3. Sharing a Report

  • Use the share option to send reports to team members or stakeholders.

  • Export the report in formats like PDF, Excel, or PowerBI dashboards.

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Last updated 6 months ago

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