Customizing a List Display

Many pages in RiskRate display lists of information in grids that can be filtered and sorted. After customizing a grid's settings, you can save and name multiple custom views of the data.

Note: Unless you are saving a setting as the default, any changes you make are retained until you log out.

Customize a List Display

On the Third Parties, Reports, Unreviewed Reports, Users, Task Template, Notes, and Risk Codes pages, and in the Reports, Notes, Files, Messages, and Tasks tabs of the third party details page, you can modify the list display in the ways outlined below.