Reports & Audit 4 min read
Generating a board compliance report (Board Pack)
The Board Pack generator creates a professional executive summary of your organisation's compliance posture — suitable for board meetings, audit committees, and senior leadership briefings.
What the Board Pack includes
- Executive summary with overall RAG (Red/Amber/Green) compliance status.
- Trend chart showing compliance posture over the past 6 months.
- Key metrics: open risks, overdue SARs, policy compliance rate, DSPT progress (NHS), training completion.
- Top 5 open risks with mitigation status.
- Breach summary for the reporting period.
- Supplier compliance overview.
- Actions outstanding and overdue tasks.
- Narrative summary (auto-generated, editable before export).
How to generate a Board Pack
- 1 Go to Dashboard → Reports.
- 2 Click "Generate Board Pack".
- 3 Select the reporting period (e.g. Q1, last 3 months, last 12 months).
- 4 Review the auto-generated narrative and edit if needed.
- 5 Click "Export PDF".
- 6 The PDF is downloaded immediately.
Share the Board Pack PDF directly with your board or submit it as evidence for DSPT Standard 1 (Personal Confidentiality) and Standard 7 (Process Reviews). The auto-generated narrative explains compliance changes in plain English for non-specialist readers.
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