Creating Custom Reports

Creating Custom Reports

The Report Builder lets you create custom reports that aggregate data across multiple assessments, apply interpretation layers, and include specific report sections for group analysis.

Getting Started

Report Configuration

Basic Information

• •Report Name — Give your report a descriptive name (e.g., "Q1 2026 Vendor Assessment Report")
• •Description — Optional context about the report's purpose

Report Scope

Choose which assessments to include. You can combine multiple scope levels:

• •Template — Select a specific template to include all assessments using that framework, across all projects. This is the broadest view.
• •Project — Select a project to focus on assessments within a specific program.
• •Campaign — Select a campaign for the most focused, time-bound analysis.
• •Date Range — Optionally narrow by finalization date.

Interpretation Layer

Choose how the data should be analyzed:

• •None — Raw data with no additional analysis
• •Threshold-Based — Highlights strengths and weaknesses based on score thresholds
• •Binary Gate — Strict pass/fail across the entire scope
• •Quartile Analysis — Ranks items and highlights top/bottom 25%

Report Views

Select which sections to include:

• •Executive Overview — High-level summary with key metrics
• •Scorecards & Compliance — Domain and control area breakdowns
• •Findings & Actions — Aggregated findings by severity
• •Drill-Down Analysis — Question-level pass/fail rates
• •Trends Over Time — Score progression charts
• •Operational Metrics — Completion rates and durations

Generating the Report

After configuring your report, click Create & Generate Report. The system will:

Viewing and Managing Reports

Generated reports appear in the Custom Reports tab on the Reports page. You can:

• •View — Open the full rendered report
• •Regenerate — Update with the latest data
• •Delete — Remove the report
• •Export PDF — Print or save as PDF from the report viewer

Staleness Indicators

If new assessments are finalized after a report was generated, a staleness indicator shows how many new assessments match the report's scope. Click Regenerate to include the latest data.