1. Framework FAQs

How do I create a report?

This article outlines the process for creating a report both on the Reports page and also in situ for various register reports.

Why create reports?

Reports are created to capture a snapshot of the data in the platform at a point in time. 

Auditors usually want to see progress/change over time and the best way to do this is via a report.

A report can be created for the various registers in the the platform: Legal register, PESTEL register, Vendor register or Risk register as well as the Statement of Applicability report required for ISO 27001.

Where do I create a report?

Reports can be created in the following places:

1. Reports button on the various register pages - select Add report

2. Reports button on the Framework/Controls page for ISO 27001 - select Add report

3. +Add new button on the Reports tab (accessed via the Data Room on the left hand menu)

How do I create a report?

Once you have selected a report to create, a report specific right hand side menu will open.

The fields to fill in depend on the type of report selected.

Complete all fields.

Version controlled vs no version control

Usually an auditor will require version controlled reports. However, you can select to create a report that is not version controlled if you are for example, checking some incomplete changes.

Summary/Comments

A number of the reports have a Summary/Comments field that should outline any changes since the last version of the report. You can also comment on how the report was reviewed. Each report provides and example for this section.

Where can I find my reports?

Reports are stored on the the Reports tab which is accessed via the Data Room on the left hand menu