Reports

Reports compile your live records into the documents auditors and submissions ask for — trace matrices, compliance documents, and your own custom templates. Build a template once, run it against current data, and export to Word, Excel, or PDF — with regulatory document signing when the output needs to be a controlled artifact.

This section covers report templates, building reports on datasources, running and scheduling them, exporting, permissions, and regulatory document signing.

What’s in this section

• Report templates — built-in types and custom templates
• Datasources & building — what a report draws from
• Running & scheduling — on demand and on a schedule
• Export — Word, Excel, and PDF
• Permissions — who can run and see reports
• Regulatory document signing — controlled, signed output
• Build & run a report — a step-by-step walkthrough from datasource to exported output