Reports

The Reports module generates formal compliance documentation — risk assessments, gap analyses, vendor assessments, and BIA reports. Reports are built from templates, populated with live platform data, and optionally drafted by AI before human review and approval.

Overview

Access from Reporting → Reports in the sidebar.

The page is organized into two sections:

• Compliance Status Reports — Auto-generated branded reports for client standup meetings
• Template-Based Reports — Custom reports built from templates with AI-drafted sections

Status Cards

Four status cards at the top summarize your report pipeline:

Card	Description
Total Reports	Count of all reports
Drafts	Reports being composed
In Review	Reports submitted for review
Final	Locked, approved reports

Report Categories

Category	Description
Risk Assessment	Organizational risk posture evaluation
BIA	Business Impact Assessment report
Gap Assessment	Control gap analysis against a framework
Internal Audit	Internal compliance audit findings
Compliance Review	Periodic compliance status report
Vendor Assessment	Third-party risk evaluation
Custom	Any other report type

Creating a Report

1. Click Generate Report in either section
2. Configure the report:
   • Report name
   • Category (risk assessment, gap analysis, etc.)
   • Template (platform or tenant template)
   • Framework(s) covered
   • Assessment period (start/end dates)
   • Assessor name and title
3. Generate or manually compose sections

Report Structure

Reports are composed of typed sections:

Section Type	Description
Cover Page	Title, branding, date, assessor info
Table of Contents	Auto-generated from sections
Executive Summary	High-level findings and recommendations
Methodology	How the assessment was conducted
Scope	What was evaluated and boundaries
Data Table	Tabular data (controls, risks, findings)
Chart	Visual representation of metrics
Narrative	Detailed analysis and discussion
Recommendations	Actionable improvement items
Conclusion	Summary and next steps
Appendix	Supporting documentation
Custom	Free-form content

AI-Drafted Sections

Each section can be auto-drafted by AI using live platform data:

1. Select a section to generate
2. AI pulls relevant data (control statuses, risk scores, evidence metrics, vulnerability findings, policy results, vendor ratings)
3. A draft is generated using the template's configured prompt
4. Review and edit the draft before finalizing

Templates

Platform Templates

Operators create report templates with pre-defined section structure, AI prompts per section, variable definitions for data substitution, and category assignment.

Tenant Templates

Tenants can fork platform templates for customization, create templates from scratch, set default templates per framework, and configure module-specific templates (risk, vendor, BIA, assessment).

Review Workflow

DRAFT → IN_REVIEW → APPROVED → FINAL
             ↓
     REVISION_REQUESTED → REVISED → IN_REVIEW

Status	Description
Draft	Being composed, not yet submitted for review
In Review	Submitted to reviewer(s) for feedback
Revision Requested	Reviewer has requested changes with feedback
Revised	Author has addressed feedback, re-submitted
Approved	Reviewer has approved the content
Final	Locked — no further edits allowed

Reviewers can Approve the report, Request Revision with comments, or upload a marked-up document with annotations.

Version History

Every generation or edit creates a new version. Track changes over time, compare versions, and revert to a previous version if needed.

Export

Format	Description
DOCX	Microsoft Word document with formatting
PDF	Print-ready PDF with branding

Report Themes

Customize exported report appearance:

Setting	Description
Font Family	Typography for the document
Header Color	Color for section headers
Accent Color	Highlight and emphasis color
Logo	Company logo on cover page
Default	Mark as the default theme for new reports