1. Navigating to the Reports page

Click on the Reports menu option of the left panel menu to get redirected to the Reports page.

Fig: 1 - Reports menu

Here is the view of the Reports page. There are twelve reports provided currently.

Fig: 2 - Reports page

2. Using the Weekly Reports

× This dedicated Weekly Summary Report provides quick access via a card on the Reports page for streamlined reporting. It is built entirely from SurgeOne data, ensuring accuracy and consistency without manual input. This streamlines the reporting process by reducing the time users spend searching for relevant data, making it easier to stay updated on weekly performance and activities. You can also export the generated report results.

Here is the view the card related to the Weekly Reports. The following screenshot is indicated with numerical values which correspond with the following two points:

1. Date range selection filter - This dropdown lets you choose any one option from the listed ones or lets you set a custom date range.
2. Download option lets you obtain a local copy of the generated report based on the selected date range.

Fig: 3 - Elements of the Weekly Reports card

Here is the expanded view of the date selection dropdown options. Choosing the Last Week option gathers information of the activities pertaining to the previous week, while choosing the This Week option gathers information of the activities pertaining to the current week. This feature ensures consistency in weekly reporting and speeds up the process of generating reports.

Fig: 4 - Expanded view of the date selection dropdown options

The following image displays the visibility of the Start Date and End Date fields which loads after you select the Custom option. The End Date field is disabled and is only enabled after you select a date on the Start Date field.

Fig: 5 - Date Range fields loads on Custom option selection

The following image displays the visibility of the calendar which loads after you click on the Start Date field.

Fig: 6 - Calendar to set start date

After choosing a default dropdown option, or setting a custom date range, you can click on the Download option to proceed to get a local copy of the generated report. The system analyzes weekly activity and highlights the most critical items that need attention. This includes:

• Flagging anomalies or unusual trends.
• Identifying underperforming areas.
• Surfacing urgent tasks or issues. This helps users focus on what matters most without sifting through all the data.

Fig: 7 - Download option

AI generates a concise, concise summary of key actions and trends from the past week. The report is crafted with simplicity in mind to ensure that users of all technical backgrounds can understand the insights. With access to data, your team members are now empowered to make informed decisions. After you click on the Download option, a pdf copy of the generated report gets downloaded.

Here is the view of the sample contents of a generated Weekly Reports PDF file. The file is titled as 'Weekly Compliance Summary Report' if the current or last week date range is chosen for report generation.

Fig: 8 - View of the generated Weekly Report

Otherwise the file is titled as 'Compliance Summary Report' when a custom date range is chosen for report generation.

Fig: 9 - View of the contents of the generated custom date range Report

3. Navigating to the Audit Trail Report page

Overview

The Audit Trail Report page is essential for ensuring transparency, accountability and compliance, as it allows organizations to trace data modifications, detect unauthorized activities and maintain the integrity of critical information.

To access this page, click on the Reports menu of the left panel area and then on View All option within the Audit Trail Reports card of the Reports page.

Fig: 10 - Audit Trail Reports of Reports page

Clicking this option loads the Audit Trail Report page.

Fig: 11 - Audit Trail Report card loads the Audit Trail Report page

NOTE: You can click on the back icon at the top-left to navigate back to the Reports page.

When there are no items, the page displays a blank view.

Fig: 12 - Audit Trail Report blank view

3.1. Understanding the Audit Trail Report elements

Overview

The Audit Trail Report is a monitoring tool that records every action performed in the system. It ensures visibility, accountability and compliance by capturing details of all user activities across modules like Audit, User, Vendor Assessment, Attestation, etc.

The page displays a dashboard view along with a grid view below the visualizations. At the top of the report, you will see a snapshot of activity counts.

Fig: 13 - Audit Trail Report elements

The following sub-sections correlate with the functionalities of the various page elements as indicated via the numerical values in the above screenshot

1. 1

   Total Action Performed

   Card summarizes the total number of actions performed within the system.
2. 2

   Add Action Performed

   Card provides count of entries created in the system.
3. 3

   Edit Action Performed

   Card provides count of entries modified in the system.
4. 4

   Delete Action Performed

   Card provides count of entries removed from the system.
5. 5

   Activity or Action Type dropdown

   Dropdown to filter results by activity or action type.
6. 6

   Module dropdown

   Dropdown to filter actions by the application module or page.
7. 7

   From Date filter

   Calendar selection field date picker to choose the start date for the results range.
8. 8

   To Date filter

   Calendar selection field date picker to choose the end date for the results range.
9. 9

   Apply button

   Applies selected filters and date range to refresh the grid view and fetch the displayed results.
10. 10

    Export button

    Exports the currently fetched results into a downloadable file format.
11. 11

    Grid view

    Displays fetched results in a sortable column-based, tabular format.
12. 12

    Pagination dropdown

    Controls how many rows are shown per page and enables navigation between pages.

NOTE: The following sub-sections elaborate further the associated functionalities of the above-stated points.

4. Using the Compliance Overview Report

× The Compliance Overview Report consolidated report displaying roll-up data from Audit, Attestation and Code of Ethics modules. It is a parameterized report based on the logged-in user and a date range.

1. Click on the View All option of the Compliance Overview Report tile, to proceed to navigate to the report view.

Fig: 32 - Option to navigate to the report

The following image shows the report page that loads. The following columns are present in the report page - DETAILS, # Of ITEMS, # Of ITEMS WITH RED FLAGS and # Of INCOMPLETED ITEMS. You can view the count of audits, attestations and code of ethics entries which are assigned to, red flagged and pending for the user.

Fig: 33 - Compliance Overview Report view

2. Select the user based on which whom you want to execute the search operation. By default, the logged-in user is selected (populates) the dropdown. However, if the logged-in user is set as the Supervisor of another existing user, then the username of the subordinate also populates the dropdown. But, the logged-in user is selected in the dropdown.

Fig: 34 - User selection dropdown

3. Select the starting date from the start date calendar selection field. By default, it is set to 1st January of the current year.

Fig: 35 - Start date calendar selection

4. Select the ending date from the end date calendar selection field. By default, it is set to 31st December of the current year.

Fig: 36 - End date calendar selection

5. Click on the Submit button to generate report results based on the filters set.

Fig: 37 - Search results generated

NOTE:

• By default, the Compliance Overview Report loads the results related to the logged-in user for the current year.
• You can drill down the results further by clicking on the numeric values of the report. For example, clicking on the numeric value of the Audit row entry with red flags loads the following screen. As evident in the image, the count of the drilled down items match.

Fig: 38 - Drilled down view

5. Using the Audits Reports

× The Audits Reports lets you search for existing audits created or processed. Set appropriate filters to generate report results as required. You can also export the generated report results.

Click on the View All option of the Audits Reports tile on the Reports page, to proceed to navigate to the audit report.

Fig: 39 - Option to navigate to the report

Alternatively, you can click on the Past Report button at the top right of the Audits page, to proceed to view the audit report. A user can view audits that they have created or audits where they have been assigned as an auditor or a recipient.

Fig: 40 - Past Report button

Consider this screen as a combination of dashboard and report view, where you can view drilldown of past audits, as well as search for past audits.

Fig: 41 - Past Audit Reports view

Let us illustrate the three sections which are present:

Overview

Visualization of audits categorized by its type enhances clarity and organization, enabling users to analyze performance across different operational areas. It supports benchmarking and helps prioritize resources for areas requiring greater attention or improvement.

This section shows a donut chart illustration to represent the number of audits per audit category. There are four different types of audit categories as follows - Cybersecurity, Operational, Financial and Custom.

Fig: 42 - Audits By Category

• Each of these audit categories are color coded. Hover your mouse pointer over the donut chart to reveal a tooltip text about the audits count per audit category, out of the total audits count for that year. Refer to the following image to understand better.

Fig: 43 - Audits By Category tooltip view

• By default, the current year is selected. You can select another year from the year selection dropdown (at the top right of this section) to load the count of existing audits of different category types (of that year). This selection is only possible if audits were created and completed during that particular year.

Fig: 44 - Year selection dropdown expanded view

Overview

Highlighting red flags according to audit types draws immediate attention to critical issues that require urgent action. This feature facilitates risk mitigation, ensures potential threats are addressed promptly, with a clear view of priority areas needing intervention. You can also view past years data if such dataset is present in the system.

This section shows a horizontal bar chart illustration to represent the red flags count per audit category type. There are five categories labeled as - Financial Compliance, Cyber Security, Operational, Outside Business Activities and 3rd Party Vendors. If there is no bar chart present for a category, then there is no red flagged question response for it yet.

Fig: 45 - Chart view of Red Flags section

• By default, the current year is selected. You can select another year from the year selection dropdown at the top right of this section.

Fig: 46 - Year selection dropdown expanded view

• Hover your mouse pointer over a displayed bar chart to reveal a tooltip text about the red flags count of that audit category. Refer to the following image to understand better.

Fig: 47 - Tooltip view of Red Flags of Operational audit category

Overview

The grid view section provides a consolidated view of all audit activities, offering users a complete record for internal reviews, external audits, and regulatory inspections. With filters for audit type, date range, auditor, recipient, and red flags, users can quickly locate and analyze audits. The sortable grid view displays key details, ensuring transparency, efficient reporting, and easier compliance management.

You can search for and view existing audits from this section. Let us first have a look at the different filters that can be set.

Fig: 48 - Grid view filter options of Past Report Report

• You can click on the Audit Type dropdown to expand its options. By default, no option is selected. These are the different audit template types which can be utilized in the system. The selectable options are loaded in accordance to the audit category. If audit for a particular category is not yet created, that category does not populate this dropdown. For example, consider the following screenshot which displays only the Financial Compliance option.

Fig: 49 - Audit Type dropdown options

• You can select the date range using the provided Start Date and Target Date date selection fields.

Fig: 50 - Date range fields

• You can click on the Auditor dropdown to expand its options. Existing permitted/set users populate this dropdown.

Fig: 51 - Auditor dropdown

• You can click on the Recipient dropdown to expand its options. This dropdown displays the full names of all users who are set as Recipient in different audits, as assigned in the Audit Details tab during audit creation.

Fig: 52 - Recipient dropdown

• You can click on the RedFlags dropdown to expand its options. Selectable options are All, Yes and No. However, the dropdown does not reveal its options if there are no completed audits or if the completed audit has no red flags.

Fig: 53 - RedFlags dropdown

• The following image shows the view when there report results are fetched to populate the grid view.

Fig: 54 - Report results in grid view

NOTE:

• All of the columns are sortable except for the Action column.
• The following columns populate the grid view:
1. 1

   Audit Name

   Displays the official title assigned to the audit. This helps identify the purpose, focus area, or the specific audit event being conducted.
   
   Benefit: Provides clear reference and easy retrieval of audit records.
2. 2

   Audit For

   Indicates the entity for which the audit is being performed.
   
   Benefit: Helps in identifying the exact scope and target area of the audit.
3. 3

   Start Date

   Displays the date on which the audit activity is to begin.
   
   Benefit: Ensures tracking of audit timelines and scheduling accuracy.
4. 4

   Target Date

   Shows the expected completion date of the audit. This acts as the target deadline for the particular audit.
   
   Benefit: Helps maintain timely progress and prevents audit delays.
5. 5

   Auditor

   Displays the name of the individual responsible for conducting or completing the audit.
   
   Benefit: Provides clear accountability and point of contact for audit queries.
6. 6

   Recipient

   Shows the individual user who will receive the audit findings or final reports.
   
   Benefit: Ensures audit results reach the correct users for action.
7. 7

   Red Flag Count

   Displays the number of issues, violations, or concerns detected during the audit.
   
   Benefit: Provides a quick snapshot of audit risk level and compliance health.
8. 8

   Category

   Indicates the classification of the audit category based on its template.
   
   Benefit: Helps organize and group audits for easy filtering and reporting.
9. 9

   Organization

   Displays the name of the company / firm or sub-firm for which the audit is being performed.
   
   Benefit: Reveals the proper mapping of audit data with organizational structure.
10. 10

    Audit Year

    Specifies the year to which the audit belongs or is scheduled for.
    
    Benefit: Helps maintain chronological audit records for compliance and review.
11. 11

    Audit Type

    Defines the nature of the audit, such as Routine, For-cause, or Special type.
    
    Benefit: Enables proper classification and workflow routing based on audit type.
12. 12

    Action

    Contains the vertical ellipsis icon, clicking on which toggles the visibility of the View Details menu option for a listed audit entry.
    
    Benefit: Provides quick access to audit operations.



The following image shows the view when there is no fetched data to populate the grid view.

Fig: 55 - No Records Found label

You can click on the reset icon to reset the report filters.

• Click on the Export button to load the export options (to download a local copy the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy.

Fig: 56 - Export button

• Here is the view of the contents of the exported PDF file, after clicking on the PDF option. The file is named as AuditReport_YYYYMMDD_HHMMSS, where the timestamp is the Coordinated Universal Time (UTC).

Fig: 57 - Exported PDF file content view

Overview

Customization empowers users to tailor reports to their unique needs, improving relevance, enhancing stakeholder communication, and supporting data-driven decision-making. It ensures reports highlight the most critical information for each audience, as per their preferences and convenience.

1. To customize the grid view columns from within the past audits report page, first click on the vertical ellipsis icon to the right of the Export button.

Fig: 58 - Icon to load modal window to customize grid view columns

The following Audit Attributes modal window loads.

Fig: 59 - Audit Attributes modal window

2. You can click on the right arrow icon to toggle the visibility of the column labels and its selection status.

Fig: 60 - Collapsed view of the various column labels and its selection status

3. Make checkbox selections against the labels which you wish to display in the grid view. The greyed-out checkboxes cannot be deselected since those are always displayed in the grid. Click on the Save button after your checkbox selections are done. The modal window will close and the column changes made will get reflected in the grid view.

Fig: 61 - Saving the column checkbox selections

NOTE: You can click on the Reset to System button to restore the column selections to the default setting.

Fig: 62 - Button to reset columns display to default view

Overview

Efficient navigation ensures smooth browsing of large datasets, improving accessibility and reducing cognitive load.

Pagination options are provided at the bottom-left, to navigate through multiple pages of entries, which populate the grid view as per the selected count of items per page. Use the provided options to display results accordingly or avail the left and right arrows to move through each page.

Fig: 63 - Pagination options

6. Using the Attestations Report

× The Past Attestation Reports let you search for existing attestations which are completed. Set appropriate filters to generate report results as required. You can also export the generated report results.

Let us assume that you have navigated to the Reports page. Click on the View All option of the Attestations Report tile, to navigate to the attestation report.

Fig: 64 - View All option of the Attestations Report tile on the Reports page

Alternatively, you can click on the Past Attestation Reports button at the top right of the grid view of the Attestations page to proceed to view the same attestations report.

Fig: 65 - Option to navigate to the report

Here is the view of the report page. The report displays row entries of only the attestations which are completed.

Fig: 66 - Past Attestation Reports view

The following filters are present in the report grid view.

• Search bar
• Category selection Type dropdown
• Start Date (date selection) calendar
• End Date (date selection) calendar
• Branch dropdown

Fig: 67 - Past Attestation Reports filters

Let us illustrate each filter one by one.

Enter the text based on which you want to execute the attestation search by. If matching entry is found, it will populate the report grid view.

Fig: 68 - Report result fetched by search bar query

The category selection dropdown is labeled as Type. Based on the categories of the completed attestation(s) present in the system, this dropdown is populated. You can make a dropdown selection to filter the report results based on an attestation category (provided that category entry populates the report results).

Fig: 69 - Category selection dropdown options

You can filter report results based on the attestation starting date by selecting a calendar date from the Start Date filter.

Fig: 70 - Start Date filter

Similarly, you can filter report results based on the attestation ending date by selecting a calendar date from the End Date filter.

Fig: 71 - End Date filter

The Branch dropdown filter has the All option, along with the name of the firm (or parent company and its hierarchical companies, if created).

Fig: 72 - Branch filter

The report results are generated based on the filters set.

The following columns are present in the report grid view.

• Attestation Name
• Start Date
• End Date
• Type
• Organization
• Status
• Red Flag Count
• Action

NOTE: All the columns except for the ACTION column are sortable.

You can click on the reset icon to reset the report filters.

Fig: 73 - Reset icon

Click on the Export button to load the export options (to download a local copy of the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy.

Fig: 74 - Export button

An excel file gets downloaded after you click on the CSV option. The file is named as AttestationReport_YYYYMMDD_HHMMSS (where the timestamp is the GMT).

You can also click on the vertical ellipsis icon of the ACTION column against any listed attestation to load the View Details menu option. Click on the option to load the modal window which displays the status-wise breakdown of employee contributions towards the attestation completion in the form of row entries. An Action column is present at the right side of a row entry in it. Click on vertical ellipsis icon within it to load the View Details menu option. Another modal window loads which displays the attestation questions and responses.

Fig: 75 - Proceeding to view the status-wise breakdown of employee contributions

An Export button is present at its bottom. Click on it to download the .pdf copy of this attestation report.

Fig: 76 - Exported PDF file content view of chosen attestation entry

1. To alter the columns of the view, you can click on the vertical ellipsis icon at the right of the Export button.

A Attestation Attributes modal window loads to display the list of columns and its current selection. The columns of the grid view which are visible by default are pre-selected in this modal window. You can customize and control the columns displayed in the grid view. However, you cannot control the greyed-out column labels. This feature enables you to tailor the grid view to show data which enhance user experience by providing flexibility and control, making it easier to focus on the most pertinent details.

2. Make permissible checkbox selections under the Attestation Schedule header to set the grid view according to your preference. The checkbox selections which cannot be modified are greyed-out.

The following selectable items (column labels) are displayed in the loaded modal window. Refer to the following table:

Sl. No.	Column Label
1	Attestation Name
2	Start Date
3	End Date
4	Type
5	Organization
6	Description
7	Status
8	Year
9	Actual Start Date
10	Actual End Date
11	Red Flag Count

3. Click on the Save button to store changes made and close this modal window.

Fig: 77 - Customizing the report grid view column display

NOTE: If you click on the Reset to System button, then the checkbox selections are restored to the default state.

7. Using the Code Of Ethics Report

× The Code Of Ethics Report lets you search for existing transactions or entries made in respect to the various Code of Ethics modules. Set appropriate filters to generate report results as required. You can also export the generated report results.

Let us assume that you have navigated to the Reports page. You can click on the View All option of the Code of Ethics tile, to navigate to the Past Code Of Ethics Report.

Fig: 78 - View All option of the Code of Ethics Report tile on the Reports page

Alternatively, if you are in the Code of Ethics page, click on the Past Report button of the Code of Ethics screen to navigate to the Past Code Of Ethics Report.

Fig: 79 - Past Code of Ethics Report button of the Code of Ethics page

The following image shows the report page that loads. The following columns are present in the grid view - Employee Name, Module Type, No. Of Entries, No. Of RedFlags and Actions.

Fig: 80 - Past Code of Ethics Report view

Enter suitable text in the search bar based on which you want execute the search operation.

Fig: 81 - Search bar

Select the module type from the Type dropdown. By default, all selection is set.

Fig: 82 - Type dropdown options

Search result(s) populate the grid view based on the filters set.

Fig: 83 - Search results generated

NOTE: Search is executed based on the following parameters (displayed in the grid view as the column names).

• All the columns except for ACTION are sortable.
• Click on the Export button to load the export options (to download a local copy the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy. The following image shows the view of a downloaded pdf file.

Fig: 84 - Exported report

• You can click on the reset icon to reset the report filters.

Fig: 85 - Filters reset icon

8. Using the Vendor Management Reports

× The Vendor Management Reports lets you search for processed vendor due diligence entries. Set appropriate filters to generate report results as required. You can also export the generated report results.

Let us assume you have navigated to the Reports page. Click on the View All option of the Vendor Management Reports tile, to proceed to navigate to the Past Vendor Assessment Reports view.

Fig: 86 - Option to navigate to the report

The following image shows the report page that loads. The following columns are present in the grid view - Unique ID, Vetting Title, Start Date, End Date, Status, Red Flag Score, VDD Category, View Summary and Action.

Fig: 87 - Vendor Management Reports view

The following filters are present in the report grid view.

• Search bar
• Start Date (date selection) calendar
• End Date (date selection) calendar

Let us illustrate each filter one by one.

Enter the text based on which you want to execute the vendor assessment search operation. If matching entry is found, it will populate the report grid view.

You can filter report results based on the vendor assessment starting date by selecting a calendar date from the Start Date filter.

Fig: 88 - Start Date filter

Similarly, you can filter report results based on the vendor assessment ending date by selecting a calendar date from the End Date filter.

Fig: 89 - End Date filter

Search result(s) populate the grid view based on the filters set.

NOTE:

• All the columns except for Action are sortable.
• Click on the Export button to load the export options (to download a local copy of the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy. The following image shows the view of a downloaded pdf file.

Fig: 90 - Export options

• You can click on the refresh icon to reset the report filters.
• You can also click on the vertical ellipsis icon of the Action column against any listed vendor assessment to load the View Details menu option.

Fig: 91 - Proceeding to view the status-wise modal window

• Click on the option to load the modal window which displays the status-wise view. Click on the Completed label displayed under the Status column. The modal window loads displaying the assessment details, questions and responses. An Export button is present at its bottom. Click on it to download the .pdf copy of this vendor assessment report.
  
  This modal window can also be loaded by clicking on the vertical ellipsis icon of the Action column and then on the expanded View Details menu option.

Fig: 92 - Detailed view

• You can also click on the Export button to generate a pdf copy of the modal window dataset.

Fig: 93 - Proceeding to download the details

• You can click on the vertical ellipsis icon at the top-right of the Past Vendor Assessmwnt Reports page (beside the Export button to load the Vendor Assessment Attributes modal window. From within this modal window, you can proceed to customize the column label selections. Based on the modifications made to the checkbox selections, the visibility of the grid view columns get updated after you click on the Save button of this modal window. To restore the default view, click on the Reset to System button.

Fig: 94 - Downloaded report view

• Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries

9. Using the Cyber Compliance Reports

× The Cyber Compliance Report displays device data as per the dataset present in the Cyber Dashboard. The report has a dropdown to switch between Cyber, Device, Mobile, and Enrollment views. Select any one from these three values and based on that data the report will be populated accordingly in the grid. Users can easily switch between different data types using it to monitor issues and risk scores. You can also export the generated report results.

Click on the View All option of the Cyber Compliance Reports tile, to proceed to navigate to the report view.

Fig: 95 - Option to navigate to the report

The following image shows the report page that loads.

Fig: 96 - Cyber Compliance Reports view

The following filters are present above the report grid view.

• Search bar
• Entity selection dropdown
• Start Date (date selection) calendar
• End Date (date selection) calendar

Let us illustrate each filter one by one.

Enter the text based on which you want to execute the search by. If matching entry is found, it will populate the report grid view.

You can filter report results based on the option selection of this dropdown. It contains three options as Devices, Enrollments and Incidents.

Fig: 97 - Entity selection dropdown filter options

If you select the Device dropdown (which is also selected by default) then three radio button load below the dropdown. The radio buttons are as follows:

• All - used to load all device related information received from endpoints, based on the text entered in the search bar, and / or the specified date range.
• WorkStation - used to load all workstations related data based on the text entered in the search bar, and / or the specified date range.
• Mobile - used to load only associated mobile devices related data based on the text entered in the search bar, and / or the specified date range.

Fig: 98 - Radio button options

NOTE:

• When the Devices dropdown is selected and the All radio button is selected, then captured data related to workstations as well as mobile devices get displayed in the grid view. The following columns are displayed in the Cyber Report > Device(s) grid view:
1. User Name - Displays the full name of the user which was provided at the time of user enrollment/registration, or was edited/updated later on. It is also displayed in the NAME column of Manage Users page.
2. Reports To - Displays the name of the supervisor of this user. It is also displayed in the Manage Users page.
3. Rep ID - Displays the unique REFERENCE ID value which was provided at the time of user creation/registration, or was edited/updated later on.
4. Device Name - Displays the captured name of the device, or displays a N.A label if it not captured yet
5. OS Details - Displays the operating system type and its version
6. Is Compliant - Displays Yes or No label to indicate whether the said device is compliant of the deemed security standards or not
7. Encryption Status - Displays Yes or No label to indicate whether the said device has encryption enabled or not



Here is the view of the filters and grid view when this dropdown option and radio button is selected.

Fig: 99 - View of filters and grid view when Devices dropdown is selected and the All radio button is selected



• When the Devices dropdown is selected and the WorkStation radio button is selected, then the information associated with user workstations, laptops, computers, etc. which are fetched by the Belarc application into SurgeONE get displayed. The following columns are displayed in the Cyber Report > Device(s) grid view:
1. User Name - Displays the full name of the user which was provided at the time of user enrollment/registration, or was edited/updated later on. It is also displayed in the NAME column of Manage Users page.
2. Reports To - Displays the name of the supervisor of this user. It is also displayed in the Manage Users page.
3. Rep ID - Displays the unique REFERENCE ID value which was provided at the time of user creation/registration, or was edited/updated later on.
4. Device Name - Displays the captured name of the device, or displays a N.A label if it not captured yet
5. OS Details - Displays the operating system type and its version
6. Is Compliant - Displays Yes or No label to indicate whether the said device is compliant of the deemed security standards or not
7. Encryption Status - Displays Yes or No label to indicate whether the said device has encryption enabled or not
8. Antivirus Enabled - Displays Yes or No label to indicate whether the said device has any antivirus application installed or not
9. Antivirus Used - Displays text on whether antivirus is found on not, and if found - whether it is installed (and enabled) or installed but not enabled for real-time protection



Here is the view of the filters and grid view when this dropdown option and radio button is selected.

Fig: 100 - View of filters and grid view when Devices dropdown is selected and the WorkStation radio button is selected



• When the Devices dropdown is selected and the Mobile radio button is selected, then the user mobile devices' data fetched and stored in SurgeONE get displayed. The following columns are displayed in the Cyber Report > Device(s) grid view:
1. User Name - Displays the full name of the user which was provided at the time of user enrollment/registration, or was edited/updated later on. It is also displayed in the NAME column of Manage Users page.
2. Reports To - Displays the name of the supervisor of this user. It is also displayed in the Manage Users page.
3. Rep ID - Displays the unique REFERENCE ID value which was provided at the time of user creation/registration, or was edited/updated later on.
4. Device Name - Displays the captured name of the device, or displays a N.A label if it not captured yet
5. Device Security Percentage - Displays either N.A label or a number between zero to hundred, including both, to indicate the secureness of the device based on the AI calculated device risk score
6. OS Details - Displays the operating system type and its version
7. Encryption Status - Displays Y or N label to indicate whether the mobile device has encryption enabled or not
8. OS Upto Date Status - Displays Yes or No or Pending label to indicate whether the mobile device has the latest version of the operating system installed or not or whether the update is pending
9. WiFi Connection Info - Displays whether the Wi-Fi connection of the mobile is enabled or disabled or unknown, and whether the connection is connected, personal, not connected, open or unknown



Here is the view of the filters and grid view when this dropdown option and radio button is selected.

Fig: 101 - View of filters and grid view when Devices dropdown is selected and the Mobile radio button is selected



• When the Enrollments dropdown is selected, information related to the SurgeONE user enrollments get displayed. The following columns are displayed in the Cyber Report > Enrollment(s) grid view:
1. User Name - Displays the full name of the user which was provided at the time of user enrollment/registration, or was edited/updated later on. It is also displayed in the NAME column of Manage Users page.
2. Email ID - Displays the email address of the user which was provided at the time of user enrollment/registration. It is also displayed in the EMAIL column of Manage Users page.
3. Device Count - Displays the numeric value denoting the number of captured device(s) which are associated with the user. It can also be displayed as zero if no device is captured yet.
4. Activated - Displays Yes or No label to indicate whether the user is an active user of SurgeONE
5. Not Invited - Displays Yes or No label to indicate whether the user is already invited to access SurgeONE or not. An email is triggered to the registered email address if the user is already invited.
6. Invited but Not Activated - Displays either a Yes label when both Activated and Not Invited are set to No, or displays a No label when at least any one column out of the Activated and Not Invited columns is set to Yes



Here is the view of the filters and grid view when this dropdown option is selected.

Fig: 102 - View of filters and grid view when Enrollments dropdown is selected



• When the Incidents dropdown is selected, then data related to the detected cyber incidents get displayed in the grid view. A slider is displayed before the start date filter, to select the AI detected risk score range (between 10 to 100). The following columns are displayed in the Cyber Report > Incident(s) grid view:
1. Incident Source - Displays the origin or affected application/endpoint of the incident
2. Linked User - Displays the associated account
3. Isolation Status - Displays the isolation status of the incident. It can be displayed as either Isolated or Not Isolated.
4. Incident Summary - Shows a brief information about the incident
5. Detection Time - Shows the time of the incident in [(Month 3-lettered abbreviation) (DD) (YYYY)] format
6. AI Suggested Severity - Displays the rank or tier of severity of the incident such as High, Low, etc.
7. AI Risk Score (10 -> 100) - Displays the AI calculater risk score, where a higher score indicates a greater risk
8. Status - Displays the current status of the incident such as Assigned, Resolved, Needs Review, etc.
9. Assigned To - Displays the application username who is assigned to look into this incident. If no one is assigned, the column displays N.A label.

Here is the view of the filters and grid view when this dropdown option is selected.

Fig: 103 - View of filters and grid view when Incidents dropdown is selected

You can filter report results based on the incident starting date by selecting a calendar date from the Start Date filter. By default, the current date is set.

Fig: 104 - Start Date filter

Similarly, you can filter report results based on the incident ending date by selecting a calendar date from the End Date filter. By default, the current date is set.

Fig: 105 - End Date filter

You can click on the Apply button to generate report results based on the filter(s) set.

Fig: 106 - Apply button to generate report based on filters set

NOTE:

• All the columns are sortable.
• Click on the Export button to load the export options (to download a local copy of the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy.

Fig: 107 - Export options

• You can also click on the vertical ellipsis icon to the right of the Export button to customize the grid view columns. After making necessary checkbox selection, you must click on the Save button to make the changes to the grid.

Fig: 108 - Customizing the grid columns visibility

• Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries.

Fig: 109 - Pagination options

10. Using the Marketing Review Reports

× Marketing Review Report enhances your analytical processes and empower your users to selectively filter and extract relevant data. With action-menu option on each row you can fetch the fully detailed review report as a PDF or Excel file.

Click on the View All option of the Marketing Review Reports tile, to proceed to navigate to the report view.

Fig: 110 - Option to navigate to the report

The following image shows the report page that loads.

Fig: 111 - Marketing Review Reports view

The following filters or options are present above the report grid view.

• Search bar
• Document Status selection dropdown
• Show All Versions checkbox
• Start Date (date selection) calendar
• End Date (date selection) calendar

Let us illustrate each filter one by one.

Enter the text based on which you want to execute the search by. If matching entry is found, it will populate the report grid view.

Fig: 112 - Searching for Marketing Review entries

You can filter report results based on the option selection of this dropdown. It contains seven options as follows:

• All - Used to load all marketing content that has been reviewed or is currently under review, regardless of status or processing outcome.
• AI Review In Progress - Used to load all marketing content which is undergoing automated reviewing.
• Needs Review - Used to load all marketing content which have undergone automated reviewing but approver role user needs to be confirm AI based assessment.
• Back to Submitter - Used to load all marketing content which have undergone automated reviewing and issues have been detected and submitter action is needed.
• Approved - Used to load all marketing content which have been approved by the reviewer after undergoing an automated review.
• Expired – Used to load all marketing content where the displayed version is no longer active due to a newer version of the document being uploaded.
• AI Response Error - Used to load all marketing content that triggered an error during the automated review.

Fig: 113 - Document Status selection dropdown filter

By default, only the latest uploaded version of a document is displayed in the grid. However, you can load all versions by selecting this checkbox

Fig: 114 - Show All Versions checkbox

You can filter results based on the upload date of a marketing document by selecting a calendar date from the Start Date filter. By default, the current date of the previous year is set.

Fig: 115 - Start Date filter

Similarly, You can filter results based on the upload date of a marketing document by selecting a calendar date from the End Date filter.

Fig: 116 - End Date filter

You can click on the Apply button to generate report results based on the filter(s) set.

Fig: 117 - Apply button

You can click on the reset icon (at the right of the Apply button) to reset the filter(s) to the default state and refresh the grid view results.

Fig: 118 - Reset icon

The following columns are present in the grid view by default.

1. Review Name
2. Employee Name
3. Document Name
4. Version No
5. Document Status
6. AI Risk Score (0 -> 100)
7. Issue Count
8. Actions

The Actions column present at the right side of a row entry can be used to load the row-context menu option. Click on vertical ellipsis icon within it to load the Download menu option.

Fig: 119 - Using the Download menu option

After you click on it, a local copy of the report record gets downloaded. Here is the partial view of the opened pdf file which got downloaded.

Fig: 120 - View of the contents of the downloaded file

NOTE:

• All the columns are sortable except for the Action column.
• Click on the Export button to load the export options (to download a local copy of the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy.

Fig: 121 - Options of the Export button

• You can also click on the vertical ellipsis icon to the right of the Export button to customize the grid view columns. After making necessary checkbox selection, you must click on the Save button to make the changes to the grid.

Fig: 122 - Customizing the grid columns visibility

• Under the Marketing Review group label the following column checkboxes are present:
1. Review Name
2. Review Status
3. Scheduled By
4. Modified By
5. Creation Date
6. Modification Date
7. Organization
8. Review ID
• Under the Marketing Document group label the following column checkboxes are present:
1. Employee Name
2. Document Name
3. Version No
4. Document Status (its checkbox selection is enabled by default cannot be disabled)
5. AI Risk Score (10 -> 100)
6. Issue Count
7. Approver
8. Campaign
9. Target Audience
10. Type of Document
11. Channel Type
12. Notes for the Reviewer
13. Date of Approval
• Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries

Fig: 123 - Pagination options

11. Using the E-Comms Surveillance Reports

× The E-Comms Surveillance Report includes reviews conducted within a specified date range, offering more targeted insights. Report results can be filtered by search criteria and status. AI review summaries can be exported as pdfs or excel files to support executive reporting and ensure compliance documentation.

Click on the View All option of the E-Comms Surveillance Reports tile to proceed to navigate to the report view.

Fig: 124 - Option to navigate to the report

The following image shows the report page that loads.

Fig: 125 - E-Comms Surveillance Report view

The following filters are present above the report grid view.

• Search bar
• E-Comms Surveillance status selection dropdown
• From Date (start date selection) calendar
• To Date (end date selection) calendar

Let us illustrate each filter one by one.

Enter the text based on which you want to execute the search by. If matching entry is found, it will populate the report grid view.

Fig: 126 - Search operation

You can filter report results based on the option selection of this dropdown. It contains five options as follows:

• All - used to load all scanned emails from the assigned user mailboxes linked to every E-Comm Surveillance request, regardless of whether the emails were successfully extracted or an error occurred during processing.
• Completed - used to load all emails that were successfully scanned by AI.
• Mail Not Found - used to load all instances where no mails could be extracted for automated reviewing based on E-Comm Surveillance scheduling filters.
• AI Response Error - used to load all emails that triggered an error during the automated review.

Fig: 127 - Status selection dropdown filter

You can filter report results based on the E-Comm Surveillance schedule date by selecting a calendar date from the From Date filter. By default, the current date of the previous year is set.

Fig: 128 - From Date filter

Similarly, you can filter report results based on the E-Comm Surveillance schedule date by selecting a calendar date from the To Date filter. By default, the current date is set.

Fig: 129 - To Date filter

You can click on the Apply button to generate report results based on the filter(s) set.

Fig: 130 - Apply button

You can click on the reset icon (at the right of the Apply button) to reset the filter(s) to the default state and refresh the grid view results.

Fig: 131 - Reset icon

The following columns are present in the grid view by default.

1. Review Name
2. Employee Name
3. Email
4. Mail Status
5. Issue Count
6. AI Risk Score (10 -> 100)
7. Actions

The Actions column present at the right side of a row entry can be used to load the row-context menu option. Click on vertical ellipsis icon within it to reveal the Download menu option.

Fig: 132 - Using the Download menu option

After you click on it, a local copy of the report record of email assessment gets downloaded. Here is the view of the opened sample pdf file which got downloaded.

Fig: 133 - View of the contents of the downloaded file

NOTE:

• All the columns of the report grid view are sortable except for the Action column.
• Click on the Export button to load the export options (to download a local copy of the generated report). Two options labeled as CSV and PDF load below the button. Click on the former to download an excel file or on the latter to download a .pdf copy.

Fig: 134 - Export options

• You can also click on the vertical ellipsis icon to the right of the Export button to customize the grid view columns. After making necessary checkbox selection in the loaded modal window, you must click on the Save button to make the changes to the visibility of the grid columns.

Fig: 135 - Customizing the grid columns visibility

• Under the E-Comms group label header the following column labels and associated checkboxes are present:
1. Review Name
2. Schedule ID
3. Communication Status
4. Scheduled By
5. Modified By
6. Start Date
7. End Date
8. Creation Date
9. Modification Date
10. Description
11. Organization
• Under the Mail Document group label header the following column labels and associated checkboxes are present:
1. Employee Name
2. Email
3. Mail Status
4. Issue Count
5. AI Risk Score (10 -> 100)
• Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries

Fig: 136 - Pagination options

12. Navigating to the Organization Report page

Overview

To begin working with Organization Report, permitted users must first access the Reports module. The Organization Report page acts as the central hub for viewing details of your existing organizations or firms.

Click on the Reports menu group of the left panel and then on the View All option of the Organization Reports card.

Fig: 137 - Option to view the Organization Report page

Clicking on this option loads the Organization Report page showing the organizations which are already created.

Fig: 138 - Organization Report page with created organizations displayed

NOTE: The report shows the organizations which are already created or visible in the Settings > Business Detail page or Settings > Org Hierarchy page, as indicated in the following screenshot.

Fig: 139 - Organizations List and Organization Hierarchy page showing the same records as displayed in the report

12.1. Understanding the Report page elements

Overview

The Organization Report page is designed for clarity, flexibility, and efficiency. It brings together essential tools like a search bar for quick lookups, a dynamic grid view for structured data visualization, and customizable columns to tailor the display to your needs.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 140 - Understanding the various elements of the Organization Report page

1. 1

   Search bar

   The search bar allows users to quickly locate added / modified organization's entries using keywords.
   
   Benefit: Saves time and improves efficiency by enabling instant access to specific records.
2. 2

   Grid view

   Displays loaded or filtered results in a structured tabular format.
   
   Benefit: Provides a clear, organized view for easier comparison and analysis.
3. 3

   Action column

   Contains a vertical ellipsis icon to toggle row-context menu options.
   
   Benefit: Enhances usability by offering quick access to relevant actions without cluttering the interface.
4. 4

   Export Button

   Enables users to export application data for reporting, analysis, or compliance purposes in a convenient format.
   
   Benefit: Facilitates easy sharing and offline analysis of organization data.
5. 5

   Customize Columns Icon

   Grants the ability to shape your workspace by choosing the columns that fit your workflow for a cleaner, more focused view.
   
   Benefit: Facilitates easy sharing and offline analysis of organization data.
6. 6

   Navigation Options

   Provides controls to navigate through multiple pages when sufficient entries are present.
   
   Benefit: Enhances usability by allowing smooth browsing of large datasets.

NOTE: The following sub-sections elaborate further the associated functionalities of the above-stated points.

Overview

The search bar at the top-left allows users to quickly locate specific organizations by entering keywords such as organization name, ID, or address details. The grid updates dynamically to display matching entries.

You can use the search bar to enter text and find matching results. It saves time by eliminating the need to scroll through large datasets and provides instant filtering for accurate results.

Fig: 141 - Search bar to quickly find added Organization Report

The search operation gets executed on the all columns' data. Type any relevant keyword in the search bar and matching results are listed out.

Fig: 142 - Filtered results

If no results are fetched by the executed search query, a No records found label in the grid view and a Showing 0 Records label is displayed below the grid view.

Fig: 143 - No matching records found

Overview

The grid view displays multiple columns, each row representing a distinct organizational entry. This structured layout ensures all critical details are easily accessible by presenting information in a standardized and easy to understand format, without having to explore separate pages.

The grid view displays all created organizations as its entries. The column headers add significant value by enabling intuitive sorting across key attributes, allowing users to quickly prioritize the data most relevant to their task, whether that is compliance verification, regional coordination, or operational review. Consolidating all critical organizational details into a single, structured tabular reduces context switching and search time, streamlining workflows and improving overall operational efficiency.

Key Features of the grid view

---

• 1 Clear Structure → Provides an organized view of important organizational attributes in one place.
• 2 Quick Identification → Helps users locate key details instantly, enabling faster checks for audits or internal alignment.
• 3 Data-Driven Decisions → Presents standardized information for easy interpretation and analysis.

The following columns are present by default:

Fig: 144 - Organization Report grid view

1. 1

   Org ID

   Displays the unique identifier assigned to each organization, ensuring easy reference and differentiation.
2. 2

   Org Name

   Shows the official name of the organization for clear identification in reports and audits.
3. 3

   Org Type

   Indicates the category or type of organization (e.g., RIA, Home Office), helping classify entries for compliance and analysis.
4. 4

   Org Address Details

   Provides detailed address information for location-based verification and correspondence.
5. 5

   City

   Displays the city where the organization is located, aiding regional reporting and segmentation.
6. 6

   Zip

   Shows the postal code for accurate address validation and regional grouping.
7. 7

   Country

   Indicates the country of the organization, supporting global compliance and reporting needs.
8. 8

   State

   Displays the state for regional compliance and jurisdictional checks.
9. 9

   Currency

   Shows the currency associated with the organization for financial consistency and reporting.
10. 10

    CRD Number

    Displays the CRD number for regulatory identification and compliance verification.
11. 11

    MFA Required?

    Indicates whether Multi-Factor Authentication is enabled and required for the organization, ensuring security compliance.
12. 12

    Actions

    Contains a vertical ellipsis icon to toggle row-context menu options for performing actions.

Overview

The Actions menu delivers clear value by providing immediate access to viewing detailed organizational profiles. This centralization of actions minimizes clicks and screen transitions, so that users can make instant, informed decisions.

Click on the vertical ellipsis icon against any displayed row entry of the grid view to toggle the row-context menu option.

Fig: 145 - Action menu option

The following menu option is present:

1. 1

     View

   Used to view the details of an organization without the ability to make any modifications to the data.

NOTE: The following sub-section elaborates on the functionality associated with this option.

Overview

The View menu allows users to access detailed information about a particular organization. This option provides a comprehensive display of all associated data. By using the View feature, users can examine the organization's details with ease.

1. Click on the vertical ellipsis icon under the Action column, against any displayed row entry of the Organization Report grid view to toggle the row-context menu option labeled as View.

Fig: 146 - Clicking on the View menu option

2. After clicking on it, the following modal window loads to display the key details of the organization as per the inputs made, either during the creation stages or during modifications later on.

   Fig: 147 - Viewing an Organization Detail entry

The following information are displayed under the Overview section of the Organization Details modal window:

1. 1

   Org Address Details

   Captures the full address for precise location mapping and correspondence.
2. 2

   City

   Specifies the city to support regional grouping and quick identification.
3. 3

   Zip

   Provides the postal code for accurate area location and sorting.
4. 4

   Created On

   Indicates when the record was first added, aiding timeline tracking.
5. 5

   Org Type

   Defines the organization's category for classification.
6. 6

   Parent Organization

   Shows the linked parent entity for better organizational hierarchy understanding.
7. 7

   State

   Displays the state for jurisdictional and geographic location ascertaining.
8. 8

   Country

   Identifies the country for global compliance and reporting purposes.
9. 9

   Currency

   Specifies the currency used for knowing the financial instrument across records.
10. 10

    CRD Number

    Provides the regulatory CRD identifier for compliance validation.
11. 11

    Modified On

    Shows the last update date to maintain data accuracy and audit trails.
12. 12

    Org Name

    Displays the official firm name for clear identification and record matching.
13. 13

    MFA Required?

    Indicates if the multi-factor authentication is enforced or not.

NOTE: Hovering over any organization data displays a tooltip with the full text or value, making it easier to view details that are truncated in the modal due to length.

Fig: 148 - Tooltip view of field data

Overview

The Export button, located at the top-right corner, allows users to download organization reports for offline use, sharing, and compliance purposes. It bridges in-platform data with external analysis and reporting workflows, ensuring that insights can travel across teams, meetings, and tools.

The Export button elevates usability by ensuring that organizational data can be captured in portable formats suited for compliance, reporting, and collaboration. It supports audit-readiness by enabling reliable record-keeping and traceability, while also simplifying the creation of executive summaries, presentations, and formal documentation. Click on the Export button at the bottom right to download a Excel CSV copy of the listed data.

Fig: 149 - Export button to download CSV file

A local copy gets downloaded titled as ORGReport.

Fig: 150 - Download successful

Here is the view of the opened CSV file, showing the same data as present in the grid during exporting.

Fig: 151 - View of the file content

Key Features of Data Export

---

• 1 Data Sharing → Facilitates collaboration by enabling easy distribution of structured datasets across teams.
• 2 Offline Analysis → Enables reviewing and manipulating data without system access, ideal for remote work or executive briefings.
• 3 Backup Records → Provides a secure way to store organizational data for record retention and historical comparisons.

Overview

This feature is used for customizing data display. It offers precision control over what appears in the table and how it is presented, enabling a tailored experience that aligns with diverse roles and goals.

1. To customize the columns displayed in the Org Report grid view, click on the vertical ellipsis icon located at the right side of the grid header, next to the Export button.

Fig: 152 - Option to customize grid view columns

An Add Columns modal window will appear, listing all available columns under the System Information section. Columns currently visible in the grid are pre-selected. This feature allows you to personalize the grid view by showing only the fields relevant to your workflow, improving clarity and efficiency.

Fig: 153 - Loaded Add Columns modal window

2. Select or deselect checkboxes to include or exclude columns from the grid view. Columns that are mandatory and cannot be changed will appear greyed out, such as Org Name. To select all columns, click on the checkbox present before the System Information header label.

The following column labels are available for selection. Columns marked with a green tick in the below table are enabled or selected by default.

Sl. No.	Column Label	Enabled by Default
1	City
2	Country
3	CRD Number
4	Created On
5	Currency
6	MFA Required?
7	Modified On
8	Org Address Details
9	Org Name
10	Org Type
11	Parent Organization
12	State
13	Zip



3. Click on the Save button to apply your changes and close the modal window.

Fig: 154 - Performing operations in the loaded modal window

Key Features of the customizing grid columns

---

• 1 Greater Control → Lets users customize the view to focus on attributes most relevant to their tasks.
• 2 Improved Accuracy → Reduces data clutter by focusing on relevant subsets, making analysis more precise.

NOTE: As illustrated in the above image, clicking the Reset to System button restores the default column settings.

Fig: 155 - Reset to System button

Overview

The Rows per Page dropdown at the bottom-right lets users control how many rows appear per page, improving readability and navigation. This adaptability is especially helpful when reviewing long lists or conducting side-by-side comparisons across multiple entries.

Pagination options are provided at the bottom-right, to navigate through multiple pages of entries, which populate the grid view as per the selected count of items per page. Selectable options are 10, 20, 50 and 100. By default, 20 is set. The Rows per Page dropdown control adds practical value by giving users the flexibility to balance readability and breadth of view, whether they prefer a concise page for meticulous review or a larger dataset for comparative analysis.

Fig: 156 - Pagination options

Previous and Next buttons are also present (when there are entries listed greater than the selected page item limit) to navigate to the next and previous pages respectively. When multiple pages are present, you can also click on the any displayed page number to go to that particular page.

Fig: 157 - Previous and Next buttons with page numbers when multiple pages are present

13. Navigating to the User Report page

Overview

The User Report page provides a centralized view of all user related data, enabling users to search, sort, view, and export information efficiently. This page is designed for quick access to critical details of your existing users. To begin working with User Report, permitted users must first access the Reports module. The User Report page acts as the central hub for viewing details of your existing users or firms.

Click on the Reports menu group of the left panel and then on the View All option of the User Reports card.

Fig: 158 - Option to view the User Report page

Clicking on this option loads the User Report page showing the users which are already created.

Fig: 159 - User Report page with created users displayed

NOTE: The report shows the users which are already created or visible in the Settings > Business Detail > Manage Users page, as indicated in the following screenshot.

Fig: 160 - Manage Users page showing the same records as displayed in the report

13.1. Understanding the User Report page elements

Overview

The User Report page is engineered for precision, scalability, and speed. It integrates advanced features like a lightning-fast search bar for instant queries, a dynamic grid interface for structured, real-time data visualization, and fully configurable columns that empower you to personalize the view for maximum efficiency.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 161 - Understanding the various elements of the User Report page

1. 1

   Search bar

   The search bar allows users to quickly locate added / modified user's entries using keywords.
   
   Benefit: Saves time and improves efficiency by enabling instant access to specific records.
2. 2

   Grid view

   Displays loaded or filtered results in a structured tabular format.
   
   Benefit: Provides a clear, organized view for easier comparison and analysis.
3. 3

   Action column

   Contains a vertical ellipsis icon to toggle row-context menu option.
   
   Benefit: Enhances usability by offering quick access to view action without cluttering the interface.
4. 4

   Export Button

   Enables users to export application data for reporting, analysis, or compliance purposes in a convenient format.
   
   Benefit: Facilitates easy sharing and offline analysis of user data.
5. 5

   Customize Columns Icon

   Grants the ability to shape your workspace by choosing the columns that fit your workflow for a cleaner, more focused view.
   
   Benefit: Facilitates easy sharing and offline analysis of user data.
6. 6

   Navigation Options

   Provides controls to navigate through multiple pages when sufficient entries are present.
   
   Benefit: Enhances usability by allowing smooth browsing of large datasets.

NOTE: The following sub-sections elaborate further the associated functionalities of the above-stated points.

Overview

The top-left search bar delivers easy lookups, enabling users to pinpoint specific user profiles by entering keywords like username, ID, or address details. As you type, the intelligent grid responds in real time, dynamically updating to showcase only the most relevant matches.

You can use the search bar to enter text and instantly find matching results. This feature saves time by eliminating the need to scroll through large datasets and applies real-time filtering for accurate, relevant outcomes.

Fig: 162 - Search bar to quickly find added User Report

The search operation gets executed on the all columns' data. Type any relevant keyword in the search bar and matching results are listed out.

Fig: 163 - Filtered results

If no results are fetched by the executed search query, a No records found label in the grid view and a Showing 0 Records label is displayed below the grid view.

Fig: 164 - No matching records found

Overview

The grid view organizes data into multiple columns, with each row representing a unique user record. This structured, standardized layout ensures critical details are instantly accessible, eliminating the need to navigate across multiple pages. The tabular format delivers clarity and efficiency at a glance.

The grid view consolidates all user records into a single, interactive interface. Each column header doubles as a powerful sorting tool, enabling intuitive prioritization across key attributes, whether for compliance checks, regional coordination, or operational audits. By centralizing critical details in a clean, structured table, it eliminates unnecessary context switching and reduces search time.

Key Features of the grid view

---

• 1 Clear Structure → Provides an organized view of important user attributes in one place.
• 2 Quick Identification → Helps users locate key details instantly, enabling faster checks for audits or internal alignment.
• 3 Data-Driven Decisions → Presents standardized information for easy interpretation and analysis.

The following columns are present by default:

Fig: 165 - User Report grid view

1. 1

   Unique User ID

   Displays the system-generated unique identifier for each user, ensuring easy and clear differentiation across records.
2. 2

   Full Name

   Shows the complete name of the user for clear identification in reports and audits.
3. 3

   Email ID

   Displays the registered email address of the user, useful for communication and verification.
4. 4

   Supervisor

   Indicates the name of the supervisor (if present) associated with the user for accountability and hierarchy mapping.
5. 5

   City

   Displays the city where the user is located, aiding regional reporting and segmentation.
6. 6

   ZIP Code

   Shows the postal code for accurate address validation and regional grouping.
7. 7

   Reference ID

   Displays an internal identifier for the user when available, providing a quick way to track records within the system.
8. 8

   Actions

   Contains a vertical ellipsis icon to toggle row-context menu option for viewing data.

Overview

The Actions menu acts as a centralized control hub, delivering instant access to detailed user profiles without unnecessary navigation. By minimizing clicks and eliminating screen transitions, it empowers users to make fast, informed decisions streamlining workflows and enhancing operational agility.

Click on the vertical ellipsis icon against any displayed row entry of the grid view to toggle the row-context menu option.

Fig: 166 - Action menu option

The following menu option is present:

1. 1

     View

   Used to view the details of a user without the ability to make any modifications to the data.

NOTE: The following sub-section elaborates on the functionality associated with this option.

Overview

The View menu allows users to access detailed information about a particular user. This option provides a comprehensive display of all associated data. By using the view feature, users can examine the user's details with ease.

1. Click on the vertical ellipsis icon under the Action column, against any displayed row entry of the User Report grid view to toggle the row-context menu option labeled as View.

Fig: 167 - Clicking on the View menu option

2. After clicking on it, the following modal window loads to display the key details of the user as per the inputs made, either during the creation stages or during modifications later on.

   Fig: 168 - Viewing an User Detail entry

The following information are displayed under the Overview section of the User Details modal window:

1. 1

   Supervisor

   Shows the name of the supervisor (if present) associated with the user for accountability and hierarchy mapping.
2. 2

   City

   Displays the city where the user is located, useful for regional reporting and segmentation.
3. 3

   ZIP Code

   Provides the postal code for accurate address validation and location grouping.
4. 4

   Email ID

   Displays the registered email address of the user for communication and verification purposes.
5. 5

   Full Name

   Shows the complete name of the user for clear identification in reports and audits.
6. 6

   Reference ID

   Provides an internal reference identifier (if present) for linking user records with other systems or processes.

NOTE: Hovering over any user data displays a tooltip with the full text or value, making it easier to view details that are truncated in the modal due to length.

Fig: 169 - Tooltip view of field data

Overview

The Export button, located at the top-right corner, acts as a seamless bridge between in-platform data and external requirements. With a single click, users can download comprehensive user reports for offline analysis, team sharing, or compliance documentation. This feature ensures insights remain portable, moving effortlessly across meetings, tools, and reporting systems while maintaining data integrity and operational continuity.

The Export button enhances usability by enabling user data to be captured in portable formats ideal for compliance, reporting, and collaboration. It supports audit readiness through reliable record-keeping and traceability, while simplifying the creation of executive summaries, presentations, and formal documentation. Simply click the Export button at the bottom right to download an Excel CSV copy of the listed data.

Fig: 170 - Export button to download CSV file

A local copy gets downloaded titled as USRReport.

Fig: 171 - Download successful

Here is the view of the opened CSV file, showing the same data as present in the grid during exporting.

Fig: 172 - View of the file content

Key Features of Data Export

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• 1 Data Sharing → Facilitates collaboration by enabling easy distribution of structured datasets across teams.
• 2 Offline Analysis → Enables reviewing and manipulating data without system access, ideal for remote work or executive briefings.
• 3 Backup Records → Provides a secure way to store user data for record retention and historical comparisons.

Overview

This feature empowers users to customize how data is displayed, offering granular control over what appears in the table and how it is organized. By enabling a fully tailored view, it adapts seamlessly to diverse roles and objectives, whether for compliance checks, operational oversight, or strategic analysis, delivering a personalized experience that maximizes clarity and efficiency.

1. To customize the columns displayed in the User Report grid view, click on the vertical ellipsis icon located at the right side of the grid header, next to the Export button.

Fig: 173 - Option to customize grid view columns

An Add Columns modal window will appear, listing all available columns under the System Information section. Columns currently visible in the grid are pre-selected. This feature allows you to personalize the grid view by showing only the fields relevant to your workflow, improving clarity and efficiency.

Fig: 174 - Loaded Add Columns modal window

2. Select or deselect checkboxes to include or exclude columns from the grid view. Columns that are mandatory and cannot be changed will appear greyed out, such as Email ID and Full Name. To select all columns, click on the checkbox present before the System Information header label.

The following column labels are available for selection. Columns marked with a green tick in the below table are enabled or selected by default.

Sl. No.	Column Label	Enabled by Default
1	Supervisor
2	City
3	ZIP Code
4	Email ID
5	Country Name
7	Full Name
6	CRD Number
8	State
9	Reference ID
10	MFA Active?



3. Click on the Save button to apply your changes and close the modal window.

Fig: 175 - Performing operations in the loaded modal window

Key Features of the customizing grid columns

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• 1 Greater Control → Lets users customize the view to focus on attributes most relevant to their tasks.
• 2 Improved Accuracy → Reduces data clutter by focusing on relevant subsets, making analysis more precise.

NOTE: As illustrated in the above image, clicking the Reset to System button restores the default column settings.

Fig: 176 - Reset to System button

Overview

The Rows per page dropdown at the bottom-right lets users control how many rows appear per page, improving readability and navigation. This adaptability is especially helpful when reviewing long lists or conducting side-by-side comparisons across multiple entries.

Pagination options are provided at the bottom-right, to navigate through multiple pages of entries, which populate the grid view as per the selected count of items per page. Selectable options are 10, 20, 50 and 100. By default, 20 is set. The Rows per page dropdown control adds practical value by giving users the flexibility to balance readability and breadth of view, whether they prefer a concise page for meticulous review or a larger dataset for comparative analysis.

Fig: 177 - Pagination options

Previous and Next buttons are also present (when there are entries listed greater than the selected page item limit) to navigate to the next and previous pages respectively. When multiple pages are present, you can also click on the any displayed page number to go to that particular page.

Fig: 178 - Previous and Next buttons with page numbers when multiple pages are present