Executive Reports

Executive reports provide senior management and the audit committee with a high-level view of audit activity, findings, and remediation progress across your organization.

Creating an executive report

1. Navigate to Executive Reports in the sidebar
2. Click New Report
3. Choose a report type and select a template (or start blank)
4. Set the reporting period
5. Click Create

Report sections and widgets

Executive reports are built from configurable sections. Each section can include widgets that pull data from your engagements:

Widget	What it shows
KPI Dashboard	Key performance metrics for the audit function
Findings Summary	Distribution of findings by severity
Open Issues Aging	How long issues have been open
Remediation Progress	Action completion rates
Completed Audits	List of audits completed in the period
Risk Updates	Changes to the risk landscape
Plan Progress	Annual plan completion status
Upcoming Audits	What's scheduled next
Resource Utilization	Team workload and capacity

Writing narratives

Each section has a narrative editor where you can:

• Write commentary and analysis
• Use AI to generate narrative text based on the data
• Format with headings, lists, and emphasis

Sharing reports

Executive reports can be shared with stakeholders:

1. Click Share on the report
2. Generate a secure link
3. Recipients can view the report without a LOQI account
4. You control who has access and can revoke links at any time

Exporting

Export reports to:

• PDF — For distribution and archival
• Word — For further editing outside LOQI

Saving templates

If you create a report structure you want to reuse:

1. Click Save as Template
2. Give it a name
3. Future reports can start from this template