Description: Introduce powerful time-based filtering for risks, enabling users to analyze records across multiple date dimensions. Users can filter by creation date, workflow state transitions, or upcoming due dates, and refine results by the individual who performed changes. This delivers flexible activity-based reporting for more precise insights into risk lifecycles.

Key Components:

• Date-based filters for risk creation, workflow state changes
• Support for both custom date ranges and preset ranges (e.g., Last Month, Last Quarter)
• Ability to filter records by the user who performed changes
• Integration with reporting/export for downstream analysis

Benefits:

• Provides accurate and targeted reporting for audits, reviews, and governance activities
• Enables trend and performance analysis across different stages of the risk lifecycle
• Saves time by offering intuitive preset ranges without manual configuration
• Improves accountability by tracking changes tied to individual users

Example Use Case: A risk manager wants to generate a quarterly report showing all risks that were closed in the last quarter. Using the point-in-time view, they select the preset filter “Last Quarter” with the condition “Workflow state = Closed,” instantly producing the required list without manual data manipulation.