Audit Reports

The audit reporting system allows you to generate formal audit reports that compile findings, comments, dispute resolutions, and other audit data into a downloadable document. Reports can be digitally signed for regulatory compliance.

What You Can Do

• Generate reports from audit data with configurable content sections
• Choose output formats including PDF, HTML, and Word (DOCX)
• Write executive summaries to provide high-level audit conclusions
• Download reports for offline review and distribution
• Digitally sign reports to formalize and lock them
• Track report versions and generation history

Accessing Reports

1. Open the audit detail page
2. Click the Reports tab
3. View existing reports or generate a new one

Generating a Report

Prerequisites

Only users with Admin, QA Team, or Lead Auditor roles can generate reports.

Steps

1. On the Reports tab, click Generate Report
2. Complete the report generation form:

Field	Required	Description
Report Title	Yes	The title that appears on the report (e.g., “Annual Audit Report 2026”)
Executive Summary	No	A high-level summary of the audit findings and recommendations
File Format	Yes	Choose from PDF, HTML, or Word (DOCX)

3. Select which content sections to include:

Option	Default	Description
Include Findings	On	All audit findings with severity, status, and descriptions
Include Comment Threads	On	Discussion threads from findings
Include Dispute Resolutions	On	Dispute submissions and resolution decisions
Include Attachments	On	References to uploaded evidence and documents
Include Audit Timeline	On	Chronological record of audit events

4. Click Generate Report

Tip

For regulatory submissions, include all content sections to provide a complete audit record. For internal management reviews, you may choose to exclude comment threads and attachments to create a more concise summary.

Report Preview

After generation, each report appears as a card in the Reports tab showing:

• Report title with Draft or Final status badge
• Signed badge (if the report has been digitally signed)
• Executive summary preview
• Report metadata:
  • File format (PDF, HTML, DOCX)
  • Generation date and time
  • Generator name
  • Signer name and date (if signed)
  • Version number

Report Summary

If available, the report displays a findings summary with counts:

Metric	Description
Total Findings	Total number of findings in the report
Critical	Count of critical severity findings
Major	Count of major severity findings
Minor	Count of minor severity findings

Downloading Reports

1. Locate the report in the Reports tab
2. Click the Download button
3. The report downloads in the selected format

Signing Reports

Digital signing formalizes the report and indicates official approval.

Prerequisites

• Only users with management permissions (Admin, QA Team, Lead Auditor) can sign reports
• The report must not already be signed

Steps

1. On the report preview card, click Sign Report
2. A confirmation dialog appears: “Are you sure you want to sign this report? This action cannot be undone.”
3. Click Sign to confirm

Caution

Signing a report is irreversible. Once signed, the report is locked and the signer’s name and timestamp are permanently recorded. Verify the report contents before signing.

After signing:

• The report displays a green Signed badge
• The signer name and signing timestamp are recorded
• A confirmation message appears: “This report has been digitally signed”

Report States

State	Description
Draft	Report generated but not yet signed
Final	Report has been signed and is locked

Generating Multiple Reports

You can generate multiple reports for the same audit. This is useful for:

• Creating updated reports as findings are resolved
• Generating reports in different formats
• Producing separate reports for different audiences

After a report is generated successfully, click Generate Another to create an additional report.

Permissions

Action	Required Role
View reports	Any user with audit access
Generate reports	Admin, QA Team, or Lead Auditor
Download reports	Any user with audit access
Sign reports	Admin, QA Team, or Lead Auditor

Related Topics

• Audit Findings — The findings data that populates reports
• Dispute Resolution — Dispute data included in reports
• Audit Management — Overall audit lifecycle