How does the Dynamic Reports module work?

The dynamic reports allow you to create reports with specific characteristics, according to your requirements, so that you can easily access the information.

With Pirani, you can use the Dynamic Reports module to build risk management reports for your organization with specific filters and download them instantly in formats such as xls or png. 

This type of report will be cross-cutting for all the management systems you have in the tool, and you will be able to find it within the "Reports" module. 

→ Remember that this functionality will be available in the Pro and Free Trial plans.

How can I filter the report creation by management systems?

Since this is a transversal module, you will be able to select the management system(s) you want to generate the reports. You can apply this filter by going to the top right of the module, in the "Systems" section.

How to create a dynamic report?

In the "Reports" module you will find a green bar at the top with the name "Dynamic reports", click on the "Create" button.

Here you will be able to elaborate your reports in two types of formats:

• Data table

Where you will see basic filters that you can modify according to your needs. When you finish configuring the filters, the results will be shown at the bottom divided by columns and today's date.

How to filter the Data Table report?

The first thing you will need to select is the management system(s) you require to pull the report, because with this preliminary information the following filtering options will be displayed.

⚠ Important: Remember that if you select two or more management systems, only those modules that are transversal to those systems will appear when you generate this report.

As a next step choose the module, here you will be able to filter by the associations that the module has. Let's take an example:

If we select the ISMS management system, it will allow us to filter the report according to the modules that this system contains (processes, information assets, risks, controls, incidents and action plans). If we choose the Processes module, we will see as the next filter everything associated with this module, i.e.: Information Assets and Risks.

And... how can you know what each module is associated to? You can go to that module and enter the "Associations" section where you will see which modules it is related to.

Let's continue with the example, if we choose to filter Processes by Information Assets, you will see the associations that this module has, i.e.: Threat and vulnerability and Risks. You will not see the relationship with Processes because we have chosen this as the main filter.

Add columns

Another important point is that you will be able to select which fields you want to extract for the report, this option can be found on the right side of the filter you chose as "Add columns". 

In addition, you will have the possibility to sort the fields as you wish by selecting and dragging them.

Filter by condition

You will have the option to filter by each module the conditions you want in the report. For example, if you are filtering by the Risks module, you can apply the filter by condition if you want to see only those risks that have a low residual risk level.

This option can be found in the filter icon immediately after the module you have chosen. Add as many filters by condition as you see fit, but remember that as you add more filters for each module, the number of results will be less because it must meet all the above conditions.

Removing filters

You can remove any filter by clicking on the trash can icon at the end of each condition.

• Graphic

This report has a similar structure to the Data Table filters, the difference is that the information will not be tabulated but will be displayed in graphs according to the filters you have selected. Also, it is important to mention that the data that can be filtered must be quantitative, since qualitative data cannot be graphed. 

⚠ Important: in this type of report, if you select all the management systems, all the modules will appear because each information is independent.

How to filter the Graphic report?

The graphical report aims to analyze comparisons between data (unlike the Data Table report where a filtered relationship is made). For example, you can compare how many risks you have identified vs. how many action plans you have as of today.

Also, you will have a table below the graph where you can see the same information but in tabular form.

Filter by condition

You will be able to filter each module with different conditions to compare it against other modules or against the same module with other conditions. Let's take two examples:

1. To compare it against another module: you can filter the module risks by the inherent low risk level against the total existing controls. 

2. To compare against the same module: You can filter the risk module by count against the maximum percentage of inherent risk impact.

Graphic types

Display your chart in any of these three forms: linear, bar or pie (this last option can only be enabled when the filter is by count).  

Filter by date

At the top of the chart you will find a section that will allow you to filter by an exact date range, days, weeks, months or years. This will cause the tool to organize the data according to the filter you choose.

How to name a report?

You can change the name of your report by clicking on the current title and if you want to keep the changes select the "Save" button on the upper right side.

How to download my report?

At the top right you will find the "Download" button, if your report is in the Data Table format you will have the option to download it in excel and if it is in Graphic format you will be able to download it in png.

How to save my report?

On the top right side you will find the "Save" button, this will allow you to have it as a template in the My Reports section.

How to go to my reports easily?

If you have saved your reports you can easily find them in the "Reports" module and by clicking on the "My reports" button, you will see the list of reports you have created within the tool.

Favorite reports

Also, you will be able to add as favorite or set as default any report by clicking on the star that appears in the upper right corner of each report.

⚠ Important: you will be able to create as many reports as you consider necessary.

How to view the report history?

Go to the "My Organization" section at the top right of the tool and click on "Audit Log". Here you can filter by the "Reports" module and select by action, responsible, system and/or date.