Creating reports

Create a report in two ways: start from a pre-built template or describe what you want using natural language. Both paths use the same AI-powered generation engine.

Creating a report from a template

Templates are the fastest path to a complete report. Diligent-provided templates are pre-configured with relevant data sources and a report structure.

Available templates (EAP)

• ERM Report - Board Review

To create a report from a template

1. Select New report in the left side navigation.

2. On the Build with Templates & Customize page, locate the template you want and select Use template.

3. Review the suggested data sources in the Data sources card. The recommendation of sources is based on the template type.

   • Accept the suggestions, select Confirm.
   • Review or change the sources before confirming, select Data Sources in the left side navigation.

4. Wait for the Diligent Assistant to generate the report.

   Result: The status indicator shows Preparing report and other inline process updates while processing. The confirmed data sources appear as chips in the conversation thread.

5. When generation is complete, you can Download, Preview report, or Publish.

Creating a custom report

Use a natural language prompt to create a report tailored to your specific needs. The Diligent Assistant plans the report structure, selects data sources, and generates the content.

Best practices for prompting

To receive the most accurate and useful output when chatting with AI Reporting, formulate your prompts actively. Here are a few best practices to guide you:

• Be specific about time periods"Create a board-ready Enterprise Risk Management report for the previous quarter." .
• Include specific information details"Include an executive summary of the organization's overall risk posture, the top 10 risks by residual score, control effectiveness trends, overdue mitigation actions, and recommendations requiring board attention."
  "Create a residual risk heat map for the top 10 risks and also show the details about risk name, owner, category, residual impact, residual likelihood, residual score, and status."
  
• Instruct the tone"Use executive-level language suitable for board members and include clear commentary explaining the key drivers of risk changes and areas requiring action."

To create a custom report

1. Select New report in the left side navigation.

2. In the prompt input at the bottom of the page, describe the report you want.

3. Select the submit button or select Enter.
   The Diligent Assistant opens a new workstream and displays your prompt in the conversation thread.

4. Select Browse data source to choose your data sources. Then select + Add data source.
   The selected data sources appear as chips in the conversation thread.

5. Select Confirm.

6. The Diligent Assistant generates the report.
   The status shows Preparing report.

7. When generation is complete, you can Download, Preview report, or Publish.