Before you start

You need report access and access to the underlying scope. Confirm the intended audience before preparing material for sharing.

Step by step

  1. Open Reports and choose an available report structure that matches the audience.
  2. Set the report title, audience and decision purpose.
  3. Choose the governed scope and review the available evidence, risk, controls and decision information.
  4. Review the generated or curated content and open source records behind material statements.
  5. Use the available save, review or export controls after checking the final content.

Select audience and governed scope

Choose an appropriate available structure: executive, board/risk, AI governance, diligence, audit evidence or document operations. Set a specific title and authorised scope. Audience selection does not widen permissions or make restricted sources suitable for external sharing.

Build and verify

  1. Follow Reporting Studio steps to choose structure, scope and content.
  2. Open sources behind material statements; check dates and unknowns.
  3. Save the version and follow required review/approval.
  4. Check final content and recipients before exporting.

Maintain the library

Use entity/company search, filters, sorting and pagination. Verify reference and updated date before exporting. Read archive/delete confirmations carefully: archiving a report does not remove its underlying assessment history. Scheduling and sharing are separate authorised actions.

What happens next

The report summarises the recorded position. Re-check the source records when decisions or evidence change.

If something does not look right

If information is absent, check the chosen scope, source records and permissions. A concise summary should not conceal unresolved evidence gaps.