Customization of Risk Report Templates in GlobalSuite®

Adapt Reports to your Organization’s Needs

In the world of risk management, having clear, precise reports tailored to the specific needs of each organization is key for strategic decision-making. At GlobalSuite®, we understand this need and offer an advanced functionality that allows customization of risk report templates according to each user’s preferences and requirements.

Thanks to this customization capability, compliance, security, and risk teams can generate documents that faithfully reflect their methodology, organizational structure, and regulatory requirements. This facilitates internal communication and data presentation to senior management, auditors, and other stakeholders.

Report customization in GlobalSuite® is an intuitive process that allows users to configure documents according to their specific needs. Here’s how it works:

1. Selection of the base template

GlobalSuite® provides a series of predefined templates that comply with the most common risk management standards. Users can select the most suitable one as a starting point for their customization.

2. Structure and content configuration

Within the template editor, users can:

• Modify headers and footers.
• Add or remove sections of the report.
• Incorporate logos and corporate branding elements.
• Adjust wording and format according to corporate style.

3. Insertion of variables and dynamic data

One of the most powerful features is the ability to include automatic variables that allow report information to be updated in real-time according to the data recorded in the platform. Available variables include:

• Risk assessment data.
• Key management indicators.
• Audit results.
• Action plans and follow-up.

4. Report generation and export

Once customized, templates can be saved and reused to generate automatic reports in different formats (PDF, Word, Excel), facilitating documentation and presentation of results to risk committees, clients, or regulators.

The ability to adapt risk reports in GlobalSuite® brings various advantages to organizations, including:

• Time savings and automation: avoids the need to manually edit each report, ensuring consistency and reducing errors.
• Greater adaptability to regulations and reference frameworks: allows compliance with specific requirements of regulations such as ISO 31000, COSO ERM, or NIST.
• Professionalization of data presentation: reports can be adjusted to corporate image and key stakeholders’ needs.
• Improved decision-making: facilitates the analysis and understanding of risk data at a strategic level.

The customization of report templates in GlobalSuite® is a key functionality for organizations seeking to optimize their risk management and improve the communication of results.

Thanks to this tool, it is possible to generate reports adapted to the specific needs of each company, improving the efficiency, clarity, and usefulness of the information presented.