Using AI Reportingin Risk Manager

AI Reporting is integrated into Risk Manager, allowing you to create AI-powered reports using your organization's Risk Manager data. This integration creates a seamless workflow where you can generate, publish, and manage reports directly from within Risk Manager.

For comprehensive information about creating, refining, and managing reports in AI Reporting, see the  AI Reporting (Early Adopter Program).

About the integration

AI Reporting is an AI-powered report builder on the Diligent One. The integration works in two directions:

  • From Risk Manager to AI Reporting You can initiate report creation from the Risk Manager's AI Reports page using the Create new with AI Reporting button. This opens AI Reporting app where you can describe the report you want and select from your organization's available data sources.
  • From AI Reporting back to Risk Manager After you create and publish a report in AI Reporting app using native Risk Manager data, it automatically appears on the Risk Manager's AI Reports page. You can then Preview report from Risk Manager.

Which reports appear in Risk Manager

Reports created using native Risk Manager data sources automatically surface on the AI Reports page after they are published. Only reports created with native Risk Manager datasets appear inside Risk Manager app.

Reports that will NOT appear in Risk Manager:

  • Reports created using CSV uploads
  • Reports created using non-native data sources such as Results.

Creating a report from Risk Manager

You can initiate report creation directly from the Risk Manager application via the AI Reports page.

To create a report from Risk Manager

  1. In Risk Manager, select AI Reports from the side navigation.
    The AI Reports page opens, showing relevant AI-powered reports available in your organization.

  2. Select Create new with AI Reporting.
    AI Reporting app opens.

  3. In AI Reporting, you can now create your report. You have two options:

    • Start from a pre-built template.
    • Create a custom report by describing what you want in natural language. See prompting best-practices for more information.

  4. Select your data sources.

  5. Wait for your report to generate.

  6. When generation is complete, you can Download the report as a PDF, Preview it, or Publish to Risk Manager.

Note

When you create a report from Risk Manager data, you start with a fresh report creation flow in AI Reporting. For detailed steps on creating reports, see Creating reports.

Viewing and managing reports in Risk Manager

After you publish a report in AI Reporting using native Risk Manager data, it automatically appears on the Risk Manager's AI Reports page. You can view, preview, and edit these reports directly from Risk Manager.

Viewing reports

  1. In Risk Manager, select AI Reports from the side navigation. Your organization's reports appear on the Reports page.

  2. Each report displays as a card with:

    • A thumbnail preview of the report content
    • Report title
    • Creator name
    • Published time-stamp

Previewing a report

  1. On the AI Reports page, select Preview report for the report tile that you want. A preview modal opens within Risk Manager.

  2. You can view the full report content, including charts, tables, and AI-generated narrative, directly within the modal.

  3. Close the modal to return to the Reports list.

Editing a report

  1. On the AI Reports page, locate the report you want to edit.

    Note

    Only the report author (the person who created the report) can edit it. For more details on refining reports, see Reviewing and refining reports.

  2. Select Edit with AI Reporting.
    AI Reporting opens, showing your report under the Workstream page.

  3. Make your edits by continuing the conversation with the assistant or using the report editor to refine content, adjust visualizations, or add sections.

  4. When you're ready, select Publish to update the report.
    Your changes appear on the Risk Manager's AI Reports page.