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Version: 1.0.0-beta

Troubleshooting — Reporting

PDF export has formatting issues

  • Use simple table layouts (≤6 columns)
  • Avoid very wide tables
  • Check that custom fonts are available on the server
  • Use standard image sizes

Board pack is missing findings

  • Only finalized findings (FINAL or CLOSED) are included
  • Check the engagement selection in the board pack builder
  • Findings in DRAFT status are excluded

AI narrative is inaccurate

  1. Check that all findings are finalized with complete CCCER data
  2. Verify engagement metadata (objective, scope) is filled in
  3. Review the AI model configuration
  4. Use the AI output as a starting point and edit manually

Report won't move to APPROVED

  • Only CAE role can approve reports
  • All required sections should be completed
  • Check for pending review comments

Report versions are not appearing

  • Versions are created on each save
  • Check the Version History tab
  • If the report was created in one session without saves, only one version exists

Can't create a report

  • You need Auditor, Manager, or CAE role
  • The engagement must exist (for engagement reports)
  • Check report:create permission