Reports

Live records, compiled into the documents you must produce.

Reports compile your live records into the documents auditors and submissions ask for — trace matrices, compliance documents, and your own templates. Build a template once, run it against current data, and export to Word, Excel, or PDF, with regulatory document signing when the output must be a controlled artifact.

TraceUnified Reports view

A report generated from live records — exported to Word, Excel, or PDF, and signed when the output must be a controlled artifact.

What it does

Documents that reflect the real system of record.

Hand-assembled documents drift from the data the moment they are copied. A generated report reflects what is true at the moment it is produced.

Templates & datasources

A template defines the shape of the output; datasources define what it draws from — for standard documents and your own custom ones alike.

Run on demand or scheduled

Produce a document when you need it, or on a schedule, so recurring reports are generated automatically rather than remembered manually.

Export anywhere

Take controlled records out as Word, Excel, or PDF — generated from the live, governed records with their states intact.

Signed, controlled output

When a report is the controlled artifact, regulatory document signing applies a Part 11 signature to the generated output for submission.

On the thread

The bridge from live data to formal evidence.

Because output is generated from the live records, an exported submission package reflects the real, current system of record — not a hand-assembled copy that has already fallen out of date.

compiles → Traceability

A trace matrix report reads the live thread across modules.

draws from → Requirements

Reports pull current requirement records, not stale copies.

signs via → Approvals

Regulatory document signing puts a Part 11 signature on the controlled output.

Produce the document, prove the data.

Build a template once and generate submission-ready documents from live records — signed when they need to be controlled artifacts.