Create Reports

Audit reports are the primary deliverable of an engagement. AIIA provides structured report creation with templates, AI-assisted drafting, version control, and multi-level approval workflows.

Creating a Report

From an Engagement

1. Open the engagement → Reports tab
2. Click + New Report
3. Select a report template (or start blank)
4. The report is created and linked to the engagement via engagement_id

Portfolio Reports

For cross-engagement reports (e.g., quarterly summaries):

1. Navigate to Reporting → + New Report
2. Select Portfolio Report type
3. Choose which engagements to include
4. The report aggregates findings across selected engagements

Report Structure

Reports follow a structured format with the following sections:

Section	Field	Description
Cover Page	cover_title, cover_date	Report title and date
Confidentiality	confidentiality_level	Default: "Confidential"
Executive Summary	executive_summary	High-level overview for leadership
Introduction	introduction	Background and context
Objectives	objectives	List of audit objectives (JSON array)
Scope	scope	What was covered and excluded
Findings	Auto-pulled	Linked findings from the engagement
Detailed Sections	sections_json	Custom sections (JSON structure)
Conclusion	conclusion	Overall conclusion and rating
Overall Rating	overall_rating	Satisfactory / Needs Improvement / Unsatisfactory

Report Lifecycle

Status	Description	Who
DRAFT	Report being written and edited	Auditor / Manager
REVIEW	Under CAE review for quality and accuracy	CAE
APPROVED	Approved and ready for issuance	CAE
ISSUED	Officially distributed to stakeholders	System

AI-Assisted Drafting

AI Executive Summary

Click AI Draft Executive Summary to generate a summary from:

• Engagement objectives and scope
• Finding severity distribution
• Key control test results
• Overall engagement outcome

AI Draft Sections

For each report section, click AI Draft to have the AI generate content based on workpaper conclusions and findings data.

AI Governance

All AI-drafted content appears as a suggestion preview. The author must review, edit, and explicitly click Apply before the text is saved to the report. Every AI interaction is logged.

Templates

Reports can be created from templates configured in Administration → Report Templates:

• Templates define the section structure, formatting, and default text
• Templates can be versioned (template_version)
• Organization-specific templates ensure consistency

Versioning

Every report save creates a ReportVersion:

• version_number — sequential version
• content_snapshot — full content snapshot (JSON/HTML)
• created_by_id — who made the change
• created_at — when the version was created

Versions are immutable — providing a complete audit trail of report evolution.

Approval Workflow

Requesting Approval

1. Click Submit for Review on a DRAFT report
2. Select the approver(s)
3. The report moves to REVIEW status

Approval / Rejection

Action	Effect
Approve	Report moves to APPROVED. ReportApproval records the decision
Reject	Report returns to DRAFT with comments. Author addresses feedback

Approvers: CAE, Manager (configurable per organization)

Permissions

Action	Auditor	Manager	CAE
Create reports	✅	✅	✅
Edit DRAFT reports	✅ Own	✅	✅
Submit for review	❌	✅	✅
Approve reports	❌	❌	✅
Issue reports	❌	❌	✅
Use AI drafting	✅	✅	✅