Add additional reporting configuration filters for a Microsoft 365 configuration record in risk

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add additional reporting filters to specify at a granular level what data must be imported to the report from a table using the Management Reporting of Risk application.

    Before you begin

    Role required: sn_risk_advanced.ara_admin

    About this task

    When you specify that you want to import data from a particular table, you must also specify from which exact record of the table you need the data. For example, assume that you specify that you want to fetch data from the sn_risk_risk table. This table may have multiple records. Therefore, you must specify the exact record from which you want to fetch the data. You can specify as many filters as you require.

    Procedure

    1. Navigate to All > Management Reporting of Risk > Microsoft 365 Reporting Integration > Reporting Configurations.
    2. Open the record for which you want to add the additional reporting configuration filters.
    3. On the Microsoft 365 reporting configuration filters related list, select New.
    4. On the form, fill in the fields.
      Table 1. Microsoft 365 reporting configurations filter form
      Field Description
      Reporting configuration Name of the configuration to which you're adding additional filters. This field is automatically set.
      Field name Name of the field from which data must be fetched. For example, for the risks table, you can specify the Name field. If you select a name, then all the names of the risks are available for selection during data import.
      Order Order of the field as it would appear on the add-in pane of the document.
      Aggregate on time dimension Option to aggregate the report configuration source table data based on the chosen time dimension. For more information about this option, see the example in the procedure. This field only appears when the Field name has Time dimension.
      Time dimension Time dimension for which data must be aggregated. The list of time dimensions are:
      • Year
      • Semi-annual
      • Quarter
      • Month
      • Week
      • Date
      Select the dimensions according to your requirement and move them from the Available list to the Selected list.
      Note:
      This field only appears when the Aggregate on time dimension option is selected.
    5. Select Submit.

    Result

    The configuration data is ready to be imported in to your add-in.