Archer reporting is a lot more complicated than it seems. This blog post will cover some of the key functionalities within Archer to make your reporting richer and easier to use.
We’ll start with the fundamentals of how Archer works as a database model, walk through the basic reports within Archer, explain how to set up your own reports, provide advanced search criteria, and finish with saving those reports for later personal use.
How reporting works
Before we get into the meat and potatoes, we need to talk about two critical components of running reports within Archer.
Archer is set up on a SQL database that relies on numerous relationships between different data points. So, Archer contains a lot of records, and those records are a lot of times tied to one another. This interconnectedness is where Archer’s reporting draws its foundational strength.
The primary drawback to out-of-the-box Archer reporting concerns tracking changes within data over time. While historical data can be captured within Archer, the reporting features tend to focus on the current data presented in the fields and records. So, for example, if you’re trying to figure out the status of all Findings records for June 1, 2020, you’re not going to have a good way of pulling that up in a report.
Where to find reports
In this post, we’ll be using the terms “search” and “reporting” interchangeably, because the two systems are mostly one in the same within Archer. So, finding a search in Archer is essentially finding – or ceating – a report.
The basic high-level search capability within Archer is a predictive search. This mean as you start to search, the system will begin to enter in what it believes you are searching for. If we hit enter, that’s when it will filter out anything else in the records. For example, if you search the term “FDIC,” it will start to show a list of records with that common name, and as you add more data to it, it will start filtering that list even further. The nicest thing about this feature is that it’s on every page, so there is no need to go back to a home page or refresh when you want to search further.
If you wish to find specific reports that are already within the system, there are a couple of ways you can do this. The primary master reports list, is the big icon on the home page in your right-hand corner. If you click on this, it will take you to a page that has all available reports in the system (based on your permissions). This is listed by solution and application, which can be filterable. The same functionality exists under each application (look for the graph icon), so if you want to click the reports link for Regulatory Change Events, you will see a list of reports only for that application data.
These report listings display both “global” and “personal” reports. Global reports are available to a broader audience but are still restricted by content permission set in the application they target. Personal reports are available only to the user who created the report, however, you can always export the data and share it.
Make Archer reporting work for you
The creation of a report almost always starts from the advanced search option on an application (the magnifying glass icon). From here, the most basic thing you can do, is a keyword search. The following paragraphs will walk you through each step to fulfill basic reporting and search functionalities within Archer.
Let’s stick with the FDIC example. If you type “FDIC” into the Keyword Search box of the Regulatory Change Events application, the results returned will only display records where “FDIC” is present somewhere in the record. Let’s actually leave this in the keyword search, and save this as a personal report. You can do this by navigating to the save button, which will bring you to the options area. You can name your report and add a description, if you choose to do so. Again, since this is a personal report, only you will have access to this. We don’t recommend saving keyword searches as reports – there is a better way to do this, which we go over in our advanced search functionality video – but for the purpose of this blog, we want to create a report with a limited number of records.
After saving the report, click on the “Modify” button and you will see a “Fields to Display” pane under the Keyword Search box. This is where you choose the field, or data points, you want displayed in you report. For example, if you wish to add “First Published” as a field, click on the field name in the list and it will appear in the right pane. One item of note, make sure the field name you choose is not listed under “History Log” or your data may look a lot different than you intend. After choosing “First Published,” you can click the search button to get your results. By doing this you may notice that nothing actually changed, except we now see a column for “First Published.” Continue adding fields to the Fields to Display section until you are satisfied with the content in your report.
As you make changes, make sure that you continue to save so you can come back to the report at any time. If you wish to come back to this tomorrow, or even next week by going to the master reports or by finding regulatory change events and going to the reports listings.
This blog just scratched the surface of how CastleHill’s GRC experts can help your organization reach peak Archer efficiency.
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This guide was written in partnership with Senior GRC expert, Eric Ebert, CastleHill Managed Risk Solutions.