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How to Report on Automated Evidence Collection (AEC) Details in Risk Cloud

Amrutha
Updated

Ensure you have Automated Evidence Collection enabled in your environment before pulling reports on AEC details. Learn how to set up AEC here.

To understand and report on details about your Automated Evidence Collection (AEC), you now have two options:

  1. Build a Table Report to view counts directly in Risk Cloud

  2. Export AEC Details as Excel/CSV file for more granular reporting or integration with your other tools


Option 1: Use Table Reports

This approach gives you a quick overview of how many automations are tied to each record. Follow these steps:

  1. Select a Workflow: Create a Table Report on a workflow where Automated Evidence Collection is enabled.

  2. Add the Field: Include the Automated Evidence Collection Count field in your Table Report.

    • This field is visible for any Workflow that has Automated Evidence Collection enabled with at least 1 “Evidence Collections Automations” section visible on the step.

  3. Review the Count: The report will display the number of evidence collection automations for each record you have access to view.

 

Option 2: Export AEC Details

For deeper reporting, you can now export all Evidence Automations (AEC) you have access to across your organization. Exports include configurations, parent record linkages, and collection history in a single view—ready for BI tools, custom analysis, or sharing structured data.

Permissions note:
You must have either Evidence Automations or Admin-All entitlement to export AEC details. Exports only include automations tied to parent records where you have read or edit access.

Follow these steps:

  1. Navigate to Compliance Menu > Evidence Automations Page to view the Evidence Automations table with automations visible to you based on your permission.

  2. Apply any filters and sorting on the automations table as needed. Any filtering or sorting you apply will also be reflected in the export file.

  3. Navigate to the bottom of the table, click Export. Choose CSV or XLSX to download the table.

  4. Columns Included in the Export:

    • Automation Name

    • Parent Record

    • Latest Evidence (attachment name or blank if manually collected)

    • Source

    • Last Collected (user local timestamp)

    • Status (Enabled or Disabled)

    • Evidence Type (Top-level query type, if available)

    • Recurrence (Daily, Weekly, Monthly, Semiannually, Yearly, or Once)

    • Starting On (user local timestamp)

    • Ending On (user local timestamp)

    • Review Interval (e.g., 1 Days, 12 Hours, 1 Weeks)

    • Child Workflow

    • Child Step

    • Child Record Assignee (user email, if available)

    • Parent Workflow

    • Parent Step

    • Parent Record Assignee (user email, if available)

    • Automation Creator (the original creator of the automation; user email)

    • Parent Record URL

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