Risk Reports is a custom reporting tool designed to allow users to build and save reports with specified set of filters and field values. Predefined set of data and filters to support a given report type.
Review Steps:
- Click here to launch the Refined Risk Development Site
- Login with your first initial and last name. Password is Reportonthis#!
- From the Refined Risk Application: Jump To "Risk Reports"
- Click to view an existing report or add a new one
- Follow the steps to select the data source and filters for your report
- User Access to Risk Reports can be defined from Administration >> Security Settings: Risk Report Access
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- Access to the development site will be available for 1 week
- Please submit feedback here for feature improvements
- Client staging environments will be upgraded on or around March 1st, 2019
- Link to insurance portal documentation