Audit reports

What this is

Audit reports compile your compliance metrics into a structured summary — observation counts, classification breakdown, sign-off rates, dip-sampling results, and training completion. You can generate these quarterly or annually.

When you'd use it

Run a report whenever you need a snapshot of your firm's AI governance for a board meeting, a client due diligence request, or an internal review. Annual reports are useful for your RICS evidence pack.

Walkthrough

1. Click Audit Reports in the sidebar under Governance.

1. Choose the Report Type (Quarterly or Annual), Quarter (if quarterly), and Year.
2. Click Generate Report.
3. The report appears below, organised into sections:
   • Observations — total count and breakdown by sensitivity tier.
   • Classification — counts by sensitivity level, including any unclassified observations.
   • Sign-offs — Track 1 totals, approved, rejected, pending, and average approval time.
   • Dip Sampling — samples reviewed, pass rate, flagged, and failed.
   • Training — total users, acknowledged, pending, and completion rate.
4. Click Export CSV to download the data for use in spreadsheets or external reports.

Things to know

• Reports are generated on demand from the current data — they're not frozen snapshots. If the underlying data changes (e.g. a pending sign-off is approved), a re-run will reflect that.
• The CSV export is suitable for pasting into board-pack spreadsheets or combining with other firm-level data.