This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client & Sending an Attitude to Risk Questionnaire to your client to complete
Once an Attitude to Risk Questionnaire has been reviewed and set to default for the client, the Report tab will appear:
The report will include the following:
- Client Details
- Risk Profile Summary
- Target Risk Category Performance Comparison
- Compliance Notes
- Previous Risk Profiles (listed and shown within a graph)
- Questionnaire questions & answers
- Sense Checks
- Capacity for loss questions and answers
The report can be downloaded at the top right of the screen:
