Board Pack

This is the help text the console shows in the help panel on this page.

The Board Pack is a ready-to-send report on one client’s security and compliance posture. Open it from the client’s card in the Portfolio.

Create a report

1. Choose a period: Last 30 days, Last 60 days, Last 90 days or Custom range.
2. Click Generate Draft. The page shows progress (Collecting data…, Analyzing findings…, Drafting report…).
3. Review and edit the sections: Executive Summary, Readiness Trend, Top Open Risks, Resolved Since Last Report, Remediation Priorities and Evidence & Audit Readiness. A Third-Party Risk Posture section is included when the client has supplier assessment data.
4. Click Save draft, or Regenerate to start over.

A badge shows the state of the text: AI draft, Edited or Approved.

Share it

• Copy as Markdown copies the report text.
• Send to Client opens a dialog with Recipients, Reply-to, Attachment and Last sent. Click Send Report to send. A report can be sent up to 3 times in 24 hours.

Recipient emails are set per client in Partner Settings under Client Delivery; if none are set, the dialog tells you to add them first.