Generate the Control Insights Executive Summary Report

The Control Insights Executive Summary report (.pdf) for Control Insights can be used to concisely share your organization’s control current evaluation and history with your stakeholders.

• Briefly summarizes the latest Control Insights evaluation.
• Provides a 6-month evaluation history for Needs Improvement and Acceptable controls.

This report is available in the Overview and Executive Reporting section of the Reports page. 

Instructions

1. Open the Reports page in the SPM app.
2. Locate the Control Insights Executive Summary card.
3. Mouseover the card and select Create.
4. Select a company from the drop-down menu (this is a required step)
   
5. Select a framework from the drop-down menu (this is a required step)
6. Select View to generate the report.

When creating or viewing the report in the SPM application:

• Select the Edit button to select a company to report on.
• Select the Schedule button to generate this report on a monthly basis. It will be delivered to your email inbox.
• Select the Download button to download the PDF one time.