Get data on your third-party compliance and due diligence activities in Status with our Statistics section.
The Statistics section allows you to select a specific time period and then view data related to your cases and Blue Umbrella services.
- Received Cases – due diligence or Blue Umbrella report requests
- Ongoing Cases – ongoing monitoring
- Completed Cases – completed reports
- Pending Cases – reports in progress
- Cancelled Cases – reports that have been cancelled before completion
- Billed To – either client (internal) or third party
- Cases with Risks or Potential Risks – reports with identified risks
- Questionnaire and Due Diligence Scores - data fields are now exportable
To export data to Excel, click “Select Fields”, select all desired data fields, then click “Export”.
POWER USER TIP: You can also save a combination of fields as a search query, such as all services ordered for your Active third parties. Once you click a saved search query, all relevant fields will be ticked automatically, allowing you to quickly export information without manually ticking the boxes you need each time.