Reporting

Scope

Meridian reporting should reduce translation work, not create another reporting layer operators have to reconcile later. This guide keeps the operating guidance and omits private implementation detail.

Workstream: WS-21

Generating Reports On Demand

Report Builder

Navigate to Reports → Report Builder (the relevant workflow).

1. Select a Report Type:
2. Compliance Readiness Report — Full program health for internal review
3. Executive Summary — Single-page board summary
4. Risk Report — Risk register summary

5. Audit Report — Generated from the audit cycle detail page (see below)

6. For readiness, executive, and risk reports: select the Program from the dropdown.

7. Click Generate & Download PDF. The browser downloads a PDF immediately.

Audit Reports

Audit PDFs are generated from the audit cycle, not the Report Builder, because they require an active audit context. Go to Audits → [Audit Name] and click Download PDF on the audit detail page.

Scheduling Automated Delivery

Navigate to Settings → Scheduled Reports (the relevant workflow).

Requires: Meridian.manage permission.

Creating a Schedule

1. Click New Schedule.
2. Select a Report Type.
3. Select a Program (not required for audit reports).
4. Set the Schedule — choose a preset (Weekly Monday, Monthly 1st, Quarterly) or enter a custom UTC cron expression (e.g. 0 9 1 * *).
5. Enter Recipients — comma or newline-separated email addresses.
6. Select Format (PDF or CSV).
7. Click Create.

Managing Schedules

• Pause — Temporarily suspend delivery without deleting the schedule. Click the pause icon on the schedule row.
• Resume — Click the play icon to re-activate a paused schedule.
• Delete — Permanently removes the schedule. Delivery history is not retained.

Compliance Trend Analysis

Navigate to Dashboard → Multi-Program (the relevant workflow).

The dashboard shows 90-day readiness sparklines for each program. To populate trend data, an admin must trigger Snapshot All Programs from Settings on a regular basis (or configure the scheduler to run it automatically).

Multi-Program Dashboard

Navigate to Dashboard → Multi-Program (the relevant workflow).

Shows: - Total programs and overall average readiness - Aggregate open findings and overdue MAPs across all programs - Per-program cards sorted by readiness (worst first) to surface problems at a glance - 90-day readiness trend sparkline per program

Click any program card to navigate to that program’s full dashboard.

PDF Report Contents

Compliance Readiness Report

Section	Description
KPI Strip	Readiness %, controls implemented, fresh evidence %, open findings
Framework Coverage	Per-framework: requirement count, coverage %, gap count
Control Health	Breakdown: implemented / partial / not implemented / N/A
Evidence Freshness	Fresh / stale / missing evidence counts
Open Findings & MAPs	Count of open findings and overdue action plans

Executive Summary

Designed for board or management presentations. Single-page, no tables. Shows readiness %, key risk indicators, and program identity.

Risk Report

Shows risk count by severity, open vs. closed, treatment plan summary, and the top open risks by title and score.