Governance and assurance
Create a configurable report
Create a draft Configurable Report and link approved evidence.
- Audience
- Analysts and above
- Required role
- Analyst
- Plan availability
- Pro and Business
- Last reviewed
Create a Configurable Report when you need a stakeholder-ready document built from approved vault evidence.
Prerequisites
- Analyst, Admin, or Owner role
- Pro or Business plan (Free plans do not include report downloads)
- at least one Approved evidence record in the Evidence Vault
Steps
- Open Configurable Reports from the dashboard navigation.
- Select Create report (or the equivalent action on the register page).
- Enter a report title and description.
- Link one or more Approved evidence records from the picker.
- Save the draft report.
- When ready, generate the report from the report detail page.
- Preview the HTML document in the browser, download the PDF, or save the PDF directly to the Evidence Vault.
Expected result
A draft or generated Configurable Report appears in the register with linked evidence visible on the detail page. Generated versions can be previewed, downloaded as PDF, and stored in the Evidence Vault without a local re-upload.
Troubleshooting
| Issue | What to check |
|---|---|
| No eligible evidence | Only Approved, non-archived evidence can be linked |
| Download unavailable | Plan may not include report downloads; upgrade or contact sales |
| Report generation fails | Review validation messages on the report detail page |
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