Group monthly report
Every subsidiary reports on the same template, so the group monthly report assembles itself. The Group RM opens it for the month; each section is filled from what each company has reported up.
Who uses it: the Group RM and the group’s RMC. See Roles and permissions.
Sections
Section titled “Sections”| Section | Content, per entity and for the group |
|---|---|
| RCSA status | Filing status for the period, with days overdue; risks by residual band |
| Losses | Validated losses for the month and year-to-date, by tier and by category; months filed and nil returns |
| KRI | Indicators by band; open breaches and their age |
| BIA readiness | Critical activities covered by an approved BIA |
| BCM | BIA approved % of critical activities · exercises done vs planned · call-tree coverage % · accounts with MFA % · incidents in the period · open BCM actions |
Producing the report
Section titled “Producing the report”- Open the group monthly report and choose the month.
- Check which entities have reported up. An entity that has not appears as not reported for the month.
- Export to PDF or Excel for the RMC.
What the system does or refuses
Section titled “What the system does or refuses”- One template for every subsidiary, set at the group root, so every company’s figures consolidate.
- Built only from what was reported up — see Report-Up-Only.
- Read-only. The group cannot change a subsidiary’s figures — see Subsidiary-Independence.