Reporting & Board Packs
The Reporting module transforms fieldwork results into professional audit reports — from individual engagement reports to comprehensive board-ready executive packs.
Key Capabilities
| Capability | Description |
|---|---|
| Report Builder | Template-based report creation with WYSIWYG editor |
| AI Narrative Generation | AI drafts executive summaries and report narratives |
| Finding Integration | Auto-populate findings from engagement |
| Board Packs | Multi-engagement executive summary packs |
| PDF Export | Professional PDF output with branding |
| Version Control | Full version history with diff comparison |
| Approval Workflow | Multi-stage review and signoff |
| Distribution | Controlled report distribution with access logging |
Report Types
| Type | Audience | Content |
|---|---|---|
| Engagement Report | Management, CAE | Individual audit results, findings, recommendations |
| Executive Summary | C-Suite, Board | High-level overview of audit program |
| Board Pack | Board, Audit Committee | Aggregated portfolio view with risk trends |
| Flash Report | Management | Quick notification of critical findings |
| Follow-Up Report | Management | Remediation status and overdue items |
Report Lifecycle
AI-Assisted Reporting
| Feature | Description |
|---|---|
| Executive Summary | AI drafts high-level summary from findings |
| Narrative Generation | AI writes report sections based on workpapers |
| Tone Adjustment | AI adjusts language for different audiences |
| Translation | AI translates report content (EN ↔ AR) |
Getting Started
- Create Reports → — Build your first report
- Board Packs → — Executive reporting
- PDF Export → — Export and branding
- AI Narrative → — AI-assisted drafting
Related Documentation
- Findings — findings flow into reports
- Engagements — reports belong to engagements
- Dashboards — visual analytics complement reports