Reports & Branding
Firm Branding
Access from Branding in the sidebar. Customize the appearance of all client-facing materials with your firm's identity.
What You Can Customize
| Element | Where It Appears |
|---|---|
| Firm Logo | Client Portal header, Auditor Portal header, generated reports |
| Primary Color | Portal accents, buttons, and headings |
| Firm Name | Report headers and portal titles |
| Contact Information | Report footers and portal contact sections |
Branding changes apply immediately to all active portals and will be used in any reports generated after the change.
Report Templates
Access from Report Templates in the sidebar. Create and manage templates used to generate assessment deliverables.
Template Types
Templates can be framework-specific or general-purpose:
| Template | Typical Use |
|---|---|
| SOC 2 Type II Report | Service organization control report with control descriptions and test results |
| ISO 27001 Audit Report | Statement of applicability findings and non-conformity details |
| PCI DSS ROC | Report on compliance with PCI requirements |
| Gap Assessment Summary | Pre-certification readiness findings and recommendations |
| Executive Summary | High-level engagement results for client leadership |
Report Generation
From the Reports tab within an assessment workspace, select a template and generate a report. The report engine pulls data directly from the workspace:
- Controls tested and their conformity status
- Evidence collected and reviewed
- Findings recorded with severity and recommendations
- Management responses from the client
- Assessment metadata (dates, team, framework, scope)
Generated reports can be downloaded as PDF or shared directly through the Client Portal.
Creating Custom Templates
Report templates support:
- Section ordering and visibility toggles
- Custom header/footer content
- Firm branding integration (logo, colors, contact info)
- Framework-specific section layouts
- Conditional sections (e.g., only show findings section if findings exist)
Portal Appearance
Both the Client Portal and Auditor Portal reflect your firm branding:
- Client Portal - Clients see your firm's logo and colors when they log in to upload evidence and respond to findings
- Auditor Portal - Auditors (including contract/remote team members) see firm branding when accessing their assessment workspace
This creates a consistent, professional experience across all touchpoints of an engagement.