Reports
From an engagement’s Reports tab, generate a client-ready deliverable at any point — you don’t need to wait until the engagement is finalized, though scores shown will be live (pre-finalization) or the frozen snapshot (post-finalization) accordingly.
Generating a report
| Field | Options |
|---|---|
| Variant | Executive or Technical |
| Format | PDF or DOCX |
| Executive summary narrative | Free text, written fresh for this specific report — it isn’t saved anywhere else, so write it each time you generate. |
Executive variant
A stakeholder-facing summary: your narrative, overall posture score, per-pillar and per-standard scores, completeness percentage, the top 10 highest-priority open gaps, the roadmap grouped by bucket, and the client’s branding (logo and accent color).
Technical variant
Everything in the executive variant, plus the full working detail: every rated control with its maturity level and justification, every gap (open and closed) each tagged with its live needs-revalidation status, and the complete, unfiltered roadmap.
Branding
Reports use whatever client branding (logo, primary color) was current at the moment of generation — baked in permanently. Updating the client’s branding afterward does not change reports you’ve already generated; generate a new one if you need updated branding reflected.
Report history
The Reports tab lists every report generated for the engagement — variant, format, file size, who generated it, and when — each one immutable once created. Use the download link next to any entry to retrieve that specific file again.
Next step
Track how a client is progressing across engagements over time from the Dashboard & Maturity Trend.