Generate an Executive Report

Overview

Executive reports summarize risk, assurance and operational trends in language a non-technical stakeholder can act on. Report Studio builds these from the same underlying data used everywhere else in AssurIQ, so nothing in the report needs a separate export or manual assembly step.

Build the report

1. 1
   Choose the Executive template

   In Report Studio, select New Report and choose the Executive template. It pre-loads a cover page, a trend narrative, key risk and assurance metrics, and a signoff block.
2. 2
   Scope the report

   Set the scope to the target customer and a 30-day period. Scoping controls which assets, findings and controls feed every block in the report.
3. 3
   Set a comparison period

   Enable period comparison against the previous 30 days so the narrative and KPI blocks show direction of travel, not just a point-in-time snapshot.
4. 4
   Apply branding

   Confirm the partner logo, color and footer disclaimer are applied, especially for white-labeled delivery to the end customer.
5. 5
   Preview

   Use the preview pane to check that every block has data for the selected scope and period; a block with no data in scope will fail generation.
6. 6
   Generate

   Click Generate to produce a snapshot. The snapshot is a fixed, timestamped copy — later data changes will not alter it.
7. 7
   Share a secure link

   Create a secure share link with an expiry date appropriate for the audience, for example 14 or 30 days, and send it instead of attaching the file.

What executives see

• A cover page with the customer name, reporting period and overall posture summary.
• A narrative block written in plain language describing what changed and why it matters.
• Trend KPIs for AssurIQ Risk, Assurance Confidence and Operational Health, each shown separately since they measure different things.
• A short list of the highest-priority items needing a decision, not a full finding list.

Language guidance

Troubleshooting

If generation fails, the most common causes are a block scoped to a framework the customer does not have enabled, a date range with no data, or a missing branding asset.

• AIQ-RPT-001Report generation failed
  A snapshot could not be generated.

• Report Generation Failure
  AIQ-RPT-001 — block, scope and branding causes.
• Report Studio
  Templates, blocks, scope, preview and snapshots.
• Secure Report Links
  Expiring, revocable share links and access logging.