Name
Reporting Without Reports
Description

This 45-minute session focuses on leveraging Origami Risk's built-in tools to surface insights without relying on traditional report builds. The first half will feature a guided walkthrough of what we mean by "reporting without reports", advanced search interfaces and tips, complex filtering capabilities, column customization, saving Views, exporting to Excel, and report scheduling.

The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of how to access and present data without formal reports, and practical guidance to improve visibility, usability, and efficiency in your day-to-day workflows.

Session Type
Guided Technical Walkthrough
Product
Reporting & Analytics, Platform
User Type
Integrated Risk Management, Risk Management & Claims Professional, Safety Professional, Enterprise Risk Management Professional, , , Risk Pool, Underwriter, Healthcare, IT/System Administrator, Carrier, MGA, TPA, Broker