Report Request
Request a report from the Risk Management team and choose its components and format.
Video walkthrough coming soon
Before you start
- What the report should include
- The format you want the report in
- Any supporting file you want to send, saved on your computer
Click Report Request
Section titled “Click Report Request”From the portal homepage, click Report Request.
Screenshot: Portal homepage with the Report Request button highlighted
Fill in the request
Section titled “Fill in the request”Fill in the fields with your request information.
Choose the report components
Section titled “Choose the report components”Under Report Components, click a component to highlight it, then click the right arrow. The component moves to the Chosen column on the right. Repeat for each component you want.
Screenshot: Report Components picker with Available and Chosen columns and arrow buttons
Choose the report format
Section titled “Choose the report format”Choose the format you want from the Report Type drop-down menu.
Screenshot: Report Type drop-down menu open
Click Next
Section titled “Click Next”Click Next to continue.
Attach a file
Section titled “Attach a file”To attach a file, click Browse and choose it, then click Upload Attachment.
Click Finish
Section titled “Click Finish”Click Finish to submit your request and return to the portal homepage.
What happens next
- You’ll receive an email confirmation with your request number.
- Risk Management reviews most requests within 48 hours.
- To send more information, see Adding to Existing Requests.
Who to contact
Meaghan Hunt, Risk Coordinator — portal questions, incidents and litigations, certificates, reports
mhunt@stockbridge.com