User risk report
When to use this screen
Risk aggregates for traders. Escalate to Risk Dash for enforcement. Open from the Reports hub card. Export CSV when finance asks.
Who can open it / who to ping
- Need the specific report card permission, not only reports manage.
- Ping finance before circulating row-level CSVs.
Find the record
Open Admin → Reports Management → User risk report.
Happy path
- Set the same date range the ticket names (timezone: company default).
- Read aggregates first.
- Export only if needed; store in the finance folder, not Discord.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| View | Analysis | None |
| Export CSV | Finance | File may include emails |
If this fails
- Empty: permission, date range, or no rows in period.
- Do not treat a simulation report as a production config change.