Overview of AI Reporting

AI Reporting is an AI-powered report builder on the Diligent One Platform. Describe what you need in plain language or start from a template, and AI Reporting generates a structured, board-ready report using your organization's connected data.

Key capabilities

• Risk Manager integration Create AI-powered reports using Risk Manager data.

• Creating reports from templates Start from a Diligent-provided template and generate a complete report in under a minute.

• Creating custom reports Describe what you want in natural language. You select appropriate data sources and generate the report.

• Refining with follow-up prompts Refine any generated report by continuing the conversation in the same workstream thread.

• Downloading PDF reports Download a formatted, board-ready PDF from any report.

• Publishing and sharing Publish reports to make them available under Reports. Your published reports are visible to you and admin.

Report ownership and visibility

Reports are owned by the Author who created them. When an Author publishes a report, it appears under Reports and is visible to the Author alone. To learn more on user roles, see Understanding user roles.

Draft reports and workstreams are visible only to their owner. Report ownership cannot be transferred during EAP.

Upcoming features

AI Reporting is actively evolving. The following features are planned for upcoming releases.

Area	Features
Data sources	Additional data sources are planned for general availability.
Sharing	Granular sharing between Authors.
Save as template	Save a created report as a reusable template structure for future use.
On-demand refresh	Refresh report data whenever needed within workstreams.
Snapshots	Captures report data as it existed at the time of publication, ensuring the report reflects a point-in-time view.