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Templated reporting - Merge data from multiple assessments
Planned for this quarter
G
george.reed@6clicks.comOct 1, 2025
Description: Introduce the ability to consolidate results from multiple assessments into a single aggregated report. Users can select multiple source assessments (QBAs/RBAs), roll up their control requirements into a unified RBA, and generate paginated, pixel-perfect reports that preserve unique fields and references from each source.
Key Components:
- Option to select and merge multiple assessments (QBA/RBA) into one consolidated output
- Automatic aggregation of control requirements into a “roll-up” RBA
- Support for preserving unique fields and referenceability from each source assessment
- Pixel-perfect, paginated reporting format for professional outputs
- Alignment with control inheritance concepts to support layered or multi-source assessments
Benefits:
- Eliminates the need for manual exports and merges across assessments
- Ensures consistency by retaining source-specific custom fields in the roll-up
- Saves time and reduces errors in creating consolidated reports
- Provides a holistic view of compliance and risk posture across multiple assessments
Example Use Case: An assessor selects three separate RBAs that cover different operational domains. Using the merge capability, they generate a consolidated report where all control requirements are rolled up and reported together. The resulting Word report is paginated, pixel-perfect, and retains references back to each source assessment, providing a single comprehensive view.
Comments
G
george.reed@6clicks.comOct 1, 2025
Set the status to
Planned for this quarter
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