Introduction #
Reports can be generated in Word or Excel. When the “SharePoint Reports and Publishing” functionality is enabled (Settings → Integration), reports can also be generated in PDF format.
Reports can be created from two locations within ISOPlanner. The Administration / Reports menu provides an overview of all reports available across ISOPlanner and is accessible to management users only.
Standard users can also create reports, but only within the relevant ISOPlanner elements. For example, the Statement of Applicability (SoA) can be generated from the Reports menu as well as from the Controls menu. When creating a report within a specific menu, such as Risks, filters can be applied to refine the report content. Reports created via the Reports menu automatically include all applicable data.
Currently available reports in ISOPlanner are:
- Risk assessment
- Risk treatment plan
- Operational planning
- Statement of applicability (SoA) – can be created for one standard at a time (with potentially adding custom standard to the report)
- Control details
- Processes and Risks
- Assets and Risk
- Requirement details
- Process details
- Objective details
- Asset details
- Publication history
- Tasks
- Risk changes
- Control specification
- Processing Activities
- Suppliers and Processing Activities
- Processing Activities and Data Subjects
Is your report not listed? #
If you require a report that is not currently available, you can submit a request for a new report. Please provide as much detail as possible and include a sample of the desired report, if available.
Report settings #
If you want all reports to be automatically saved in a single location, you can configure this in the menu Reports, under “settings”. Ensure that the appropriate SharePoint access permissions are set for the selected folder or SharePoint site.
SharePoint settings
When “SharePoint Reports and Publishing” is enabled, reports can be automatically stored in SharePoint and can also be generated in PDF format.
Output location
Under “Output Location”, you define where reports will be stored. Each report is saved using a standardized naming convention that includes the report type and the creation date, for example:
CompanyName-Report-Risk-Assessment-mm-dd-yyyy.
Template
In addition to the output location, a report template must be selected. By default, all reports are created using a Microsoft Word template provided by ISOPlanner. By clicking “Place default template”, a sample template is placed in the output location and automatically selected. This template can be customized to match your corporate style, for example by adding a header, footer, or cover page.
Keep Microsoft Word format after conversion to PDF
When this option is enabled, the system generates both a Word and a PDF version of the report. If disabled, only the PDF version is created.
Default settings for output and format
For Format, you can select Word or Excel, and with SharePoint integration enabled, PDF is also available. Note that some reports may contain more detailed information when generated in Excel compared to Word.
If SharePoint integration is enabled, you can also choose whether reports are saved to Download or SharePoint.
Allow users to change the default settings
This option allows users to choose the report format and output location at the time of generation. If disabled, the default settings are always applied and cannot be changed. When enabled, users can select both the format and the download location for each report.
