The Analysis and Operation tab gives you access to best-practice reports built from your portfolio data. These reports help you assess risk, performance, and trends across your portfolio—and easily share insights with relevant teams.
What you can do
View ready-made dashboards and reports based on industry best practices
Share insights by downloading reports or sending them directly to contacts from the platform
Schedule reports to be sent automatically on a recurring basis
Report types
Suppliers' reports are available for predefined (hardcoded) dashboards
My Company: Reports related to your own Company and security
Customized reports - If you cannot find the relevant information in the Live Dashboards and/or the predefined reports, you may reach out to your CSM to request a customized report.
❗Note: The customized reports are not open to all
How to access Analysis and Operation
Click the Reporting Hub icon in the left navigation menu
Navigate to Analysis and Operation
Downloading full report data
By default, dashboards and reports display up to 500 rows of data. To download the full dataset, follow these steps:
Click the settings (⚙️) icon within the report
Select Download data
Generate and download the Excel file with the complete results.