PDF Export

Export finalized reports as professionally formatted PDF documents ready for distribution to stakeholders.

Exporting a Report

1. Open the report (must be in APPROVED or ISSUED status)
2. Click Export → PDF
3. Select export options (page size, orientation)
4. The PDF is generated server-side and downloaded

PDF Contents

The exported PDF includes:

• Cover page — title, date, confidentiality level
• Table of contents — auto-generated from section headings
• Executive summary — formatted narrative
• Findings section — each finding with CCCER details and severity badge
• Action plans — remediation items linked to findings
• Appendices — supporting data, charts, evidence references
• Footer — page numbers, confidentiality notice

Formatting Tips

Do	Don't
✅ Use simple table layouts (≤6 columns)	❌ Create very wide tables
✅ Keep images reasonably sized	❌ Embed very large images
✅ Use standard headings for structure	❌ Use complex nested formatting
✅ Check custom fonts are available	❌ Rely on uncommon fonts

Export Options

Option	Default	Description
Page Size	A4	A4, Letter, Legal
Orientation	Portrait	Portrait, Landscape
Include Cover	Yes	Include cover page
Include TOC	Yes	Include table of contents
Include Appendices	Yes	Include appendix sections
Confidentiality Banner	Yes	Show confidentiality watermark

Timestamps

When a report is exported:

• exported_at timestamp is set on the report
• An audit log event is created recording who exported, when, and the export format
• The PDF is not stored permanently — re-export generates a fresh version

Permissions

Only users who can view the report can export it:

• Auditor (own engagements), Manager, CAE