All of Parod
Item 05Documents & reports
The papers, findable. The reports, already written.
A document store that understands charts, tables and scanned pages, and a reporting suite that runs on a schedule.
5.1Document store
A library that knows what is in the documents.
Policies, previous packs and audit reports in one place, searchable by what they say.
- Search that reads
- Charts, tables and scanned pages, not just titles.
- Ask Cai
- Question the whole library and get an answer with citations.
- Watermarked as viewed
- A leaked copy traces to the account that viewed it.
5.2Reporting suite
Eight standard reports, and the one your committee actually wants.
Standard reports for the questions every audit committee asks. A builder for the ones only yours does.
Standard reports
- 01
Risk change
- 02
Risk activity
- 03
Heat map migration
- 04
Review discipline
- 05
Objective exposure
- 06
Performance
- 07
Risk register export
- 08
Controls export
Output inPDFDOCXXLSXCSV
Custom report builder
- Build it once
- Pick the sections, set the filters, save the configuration.
- Put it on a schedule
- Monthly to daily, so the pack arrives before the committee meets.
- Any format
- PDF, Word, Excel or CSV, chosen per run.
5.3Specification
The full specification.
Every feature, for the people doing the due diligence.
Document store7 features
- Folders and tags
- A hierarchy for the archive and tags for the way people actually look for things.
- Upload and convert
- Word, Excel, PowerPoint and PDF, converted for viewing in the browser. Spreadsheets, images and text files have viewers of their own.
- Search that reads
- Search understands the content of documents, including charts, tables and scanned pages recovered by OCR, not just their titles.
- Ask Cai
- Ask a question of the whole library and get an answer with citations into the documents that support it.
- Annotations and mentions
- Highlight, comment and @mention in the viewer, with the same audience control as meeting papers.
- A permissioned module
- Access to the document store is granted per organisation and per person, like every other module.
- Watermarking
- Documents are watermarked as they are viewed. A leaked copy can be traced to the account that viewed it.
Report builder6 features
- Sections
- Choose from a palette of thirteen sections across risks, controls, incidents, performance and actions. Set filters per section. Reorder by dragging.
- Saved configurations
- Save a report once and run it again. Keep it private, share it with named people or open it to the organisation.
- Schedules
- Monthly, fortnightly, weekly or daily runs, so the committee pack arrives before the committee meets.
- Formats
- PDF, Word, Excel and CSV, chosen per run.
- Generated in the background
- Long reports are queued and built by a worker, and you are told when they are ready. The application stays responsive.
- Preview
- See the report before you generate it, so the committee does not get the draft.
One record
Connected to the rest of the record
Next step
Send us the pack you wish you could generate.
We will build it in the report builder with you and schedule it for the next committee.