Skip to Main Content
Categories Reporting
Created by Guest
Created on Jul 8, 2025

Risk Assessment - Date last completed filter

it would be great if we could add a filter to bookmarks that allows us to see the date in which the risk assessment was last completed for a client.


for example, i would like a bookmark with the following columns:

Client

Manager

Risk Assessment Level

Risk Assessment date last complete

this way as a practice i can see which client hasn't had a RA completed or has one due of rrenewal. i can filter by manager and blanks.

  • Attach files