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Generate a compliance report

Export a workflow report that summarises review activity without treating it as a formal compliance assessment.

Updated 29 May 20266 min readAuthor: Redactorr Support Team · [email protected]Last reviewed: May 2026

Outcome

You can generate a report that records what was reviewed, what was found, and what still needs human judgement.

Your progress

Mark each step as you complete it. This is saved only in this browser.

0 / 3 steps complete

Before you start

Complete the document review first.
Know which report type or audience needs the summary.
Understand that the report supports workflow evidence, not formal legal approval.

Visual frame

Review asset

Workflow report evidence storyboard

Synthetic report frame only. It describes workflow evidence and review notes, not legal advice, certification, or a formal audit package.

ReportWorkflow evidence
ClaimNot certification
ExportAfter review

Synthetic frame

Report scope

Use reports to explain the review workflow.

SessionSupplier invoice review
IncludesDetection counts and decisions
ExcludesLegal approval
The report explains a workflow; it does not certify compliance.

Generate a compliance report workflow frame

Instructional frame for this workflow. Use product screenshots or animation captures after the article copy is stable.

StartChoose the report type
ReviewRead report warnings
FinishExport the report

Guided steps

Follow the task, then check the result.

Choose the report type

Select the report that best matches your review audience, such as privacy, healthcare, payment, security, or custom workflow reporting.

Reports panel with report type options.
Success check: The selected report matches the review context.

Read report warnings

Check warnings and limitations before exporting. A report can summarise detection and review activity, but it cannot replace legal or compliance advice.

Report warnings and limitations.
Success check: You understand what the report can and cannot prove.

Export the report

Export in the format your workflow needs, then review the report before sending it to another person or attaching it to a record.

Report export controls for PDF, Markdown, or JSON where available.
Success check: The report is reviewed and does not expose unintended private material.

Branch questions

Completion check

The report type matches the document review.
Warnings and limitations were read.
The exported report was reviewed before sharing.

Support boundary

Support can use by default

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Intent ID
  • Article slug
  • App route

Requires your consent

  • User-written description
  • Email address
  • Explicit attachment
  • Redacted sample
  • Support bundle previewed to the user

Not collected by default

  • Raw original document text
  • Full local file paths
  • Pasted private content
  • Unmasked screenshots
  • Replay capture

Safe support summary

Copy a scrubbed handoff.

Redactorr KB support summary

Article: /knowledge-base/generate-compliance-report
Selected issue: A report cannot be generated after a completed review.
Playbook progress: 0/3 steps marked complete

Safe context to include:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Intent ID
- Article slug
- App route

Requires explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture

User note:
- Describe the step and symptom without pasting raw document text, secrets, files, or restoration material.

Article details

Generate a compliance report

Export a workflow report that summarises review activity without treating it as a formal compliance assessment.

Outcome

You can generate a report that records what was reviewed, what was found, and what still needs human judgement.

Before You Start

  • Complete the document review first.
  • Know which report type or audience needs the summary.
  • Understand that the report supports workflow evidence, not formal legal approval.

1. Choose the report type

Select the report that best matches your review audience, such as privacy, healthcare, payment, security, or custom workflow reporting.

Check before you continue: The selected report matches the review context.

2. Read report warnings

Check warnings and limitations before exporting. A report can summarise detection and review activity, but it cannot replace legal or compliance advice.

Check before you continue: You understand what the report can and cannot prove.

3. Export the report

Export in the format your workflow needs, then review the report before sending it to another person or attaching it to a record.

Check before you continue: The report is reviewed and does not expose unintended private material.

Completion Check

  • The report type matches the document review.
  • Warnings and limitations were read.
  • The exported report was reviewed before sharing.

Safe Examples

  • A fake payment review report from synthetic card numbers.
  • A redacted healthcare note report with placeholders only.

If You Need Support

Contact support when:

  • A report cannot be generated after a completed review.
  • The report includes information you did not expect to share.

Include only support-safe context:

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.

Still stuck?

Copy a safe article handoff.

Start support with the article, the issue, and safe context. Raw document text, files, restoration material, and unredacted screenshots stay out unless you explicitly choose otherwise.

Support can start here
  • Article slug
  • Selected issue
  • Screen name
  • Action name
Redactorr support case

Source: Article playbook: generate-compliance-report
Route: /knowledge-base/generate-compliance-report
Selected issue: A report cannot be generated after a completed review.

Safe context:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Article slug
- Selected issue
- Screen name or article section
- Action name

Only include with explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture
- Hidden diagnostic uploads

User note:
- Describe what you tried and what happened. Do not paste raw document text, secrets, files, restoration material, or unredacted screenshots.

Support case builder

One case format, wherever you start.

This is the same support case shape used by diagnostics and article handoffs.

Safe to include
  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Article slug
  • Selected issue
Consent boundary

Private material belongs behind an explicit consent step, not in the initial case.

6 default exclusions

Before you copy0/4 ready
Open safe support guide