To view the overall assessment status of all clients, click client summary under Analytics in the left-hand navigation pane.
Client Risk Distribution
The Client Risk Distribution section displays the total number of clients per risk level.
Hover over each bar to view the number of clients for the associated risk level.
Assessment Status by Quarter
The Assessment Status by Quarter section displays the number of clients for each assessment status.
Hover over each bar to view:
Total number of clients assessments per quarter
Number of clients assessments not started per quarter
Number of clients assessments in progress per quarter
Number of clients assessments completed per quarter
Client Risk by Quarter
The Client Risk by Quarter graph combines the data from the Client Risk Distribution section and the Assessment Status by Quarter section.
The Assessments section displays assessment demographics including Company Name, Contact, Location, Email, Current Assessment Progress and a Trend graph.
Use the vertical scroll bar on the right-hand side to view all records