Generating reports

Overview

The Reporting section in VerifyWise lets you generate comprehensive governance and compliance reports from your platform data. Reports can be created for individual use cases or your entire organization, and are automatically saved for future reference.

Generated reports provide documentation for audits, regulatory submissions, board presentations, and stakeholder communications. They compile information from across the platform into structured documents that demonstrate your governance activities.

Why generate reports?

Reports are essential for demonstrating compliance, communicating governance status, and supporting audit requirements. Well-structured reports provide evidence of due diligence and document your organization's commitment to responsible AI governance.

• Compliance documentation: Create evidence packages for regulatory requirements like the EU AI Act
• Audit readiness: Generate reports that auditors can review to verify your governance practices
• Stakeholder communication: Produce summaries for boards, executives, and other stakeholders
• Historical record: Maintain an archive of governance status over time
• Use case documentation: Document the governance activities for specific AI use cases

Types of reports

VerifyWise supports two categories of reports based on scope:

Available report types

The specific reports available depend on the framework associated with your use case. For EU AI Act use cases:

• Use case risks report: All risks identified for the use case with their status and mitigation measures
• Compliance tracker report: Status of compliance requirements and controls
• Assessment tracker report: Progress on governance assessments and questionnaires
• Vendors and risks report: Third-party vendors and their associated risks
• Training registry report: Training programs and completion status
• Policy manager report: Organizational policies and their lifecycle status
• Models and risks report: AI models in inventory with their risks
• All reports combined: A single comprehensive document containing all report types

For ISO and other framework use cases:

• Use case risks report: All risks identified for the use case
• Clauses and annexes report: Status of framework clauses and annex controls
• Vendors and risks report: Third-party vendors and their associated risks
• Training registry report: Training programs and completion status
• Policy manager report: Organizational policies and their status
• Models and risks report: AI models with their risks
• All reports combined: A comprehensive document with all report types

Generating a use case report

To generate a report for a specific use case:

1. Navigate to the Reporting section from the main menu
2. Click "Generate use case report"
3. Select the use case from the dropdown
4. Choose one or more report types (you can select multiple)
5. Optionally enter a custom name for the report
6. Click "Generate report"
7. The report downloads automatically and is saved to the reports list

Generating an organization report

To generate an organization-wide report:

1. Navigate to the Reporting section
2. Click "Generate organization report"
3. Select the organization from the dropdown
4. Select the framework for the report
5. Choose the report types to include
6. Optionally enter a custom report name
7. Click "Generate report"

Managing generated reports

All generated reports are saved in the reports list for future access. The list shows:

• Report name: The name you gave the report or an auto-generated name
• Type of report: Which report type was generated
• Use case/Organization: The use case or organization the report covers
• Date generated: When the report was created
• Generated by: The user who created the report

Finding reports

Use the filtering and organization tools to find specific reports:

• Filter: Filter by report name, type, use case, generated by, or upload date
• Group by: Group reports by type, use case, or who generated them
• Search: Search for reports by name

Deleting reports

To delete a report from the list, use the delete action in the Actions column. Deleted reports cannot be recovered, so ensure you have downloaded a copy if needed.

Best practices

• Name reports clearly: Use descriptive names that include the date or purpose, such as "Q4 2024 Compliance Report" or "Annual Board Summary"
• Generate regularly: Create reports on a regular schedule (monthly, quarterly) to track progress over time
• Keep archives: Maintain a collection of historical reports to demonstrate governance evolution
• Use combined reports: For comprehensive documentation, use the "All reports combined" option to create a single authoritative document
• Verify before sharing: Review generated reports before sharing with external stakeholders to ensure accuracy

Frequently asked questions

What format are reports generated in?

Reports are generated as downloadable files that can be opened in standard document viewers. The format is designed to be easily shareable and printable for stakeholder distribution.

Why are the generate buttons disabled?

The generate report buttons are disabled if no use cases have been created yet. You need at least one use case in the system before you can generate reports. Create a use case first, then return to the reporting section.

I received an access denied error when generating a report. What should I do?

Access denied errors indicate you may not have permission to generate reports for the selected use case. Contact your administrator to verify your role and permissions.

What data is included in reports?

Reports include current data from the platform at the time of generation. They compile information from the selected use case or organization, including risks, compliance status, policies, training records, and other governance data relevant to the report type.

Can I schedule automatic report generation?

Currently, reports are generated on demand. For regular reporting needs, create a reminder to generate reports on your desired schedule. Generated reports are saved in the list for future reference.