--- title: Reports description: Turn Copilot readiness, compliance status and trends into a branded document - PDF, PowerPoint, HTML, CSV or JSON - from the dashboard or over the API. icon: FileChartColumn --- # Reports The readiness and compliance screens are built for the people who sign in. The Reports screen answers the question that comes after: **"How do I hand this to someone who has no 1Security login - under my own brand?"** You find it at **Dashboards → Reports**, below Copilot readiness. The **Print report** buttons on the [Compliance](/en/docs/screens/compliance) and [Copilot readiness](/en/docs/screens/copilot-readiness) screens open it too, filtered to that report. ## What You Can Achieve ## Templates There are three report types today. Each renders the same data as its screen. | Report type | Source | | --- | --- | | Copilot readiness assessment | [Copilot readiness](/en/docs/screens/copilot-readiness) | | Compliance status | [Compliance](/en/docs/screens/compliance) | | Trends review | [Trends](/en/docs/screens/trends) | Eight ready-made templates are always available: - Copilot readiness briefing - Copilot readiness audit record - Copilot readiness scorecard - Compliance status briefing - Compliance audit record - Monthly trends review (last 30 days) - Quarterly trends record (last 90 days) - Weekly trends scorecard (last 7 days) A ready-made template cannot be edited. Download it as it is, open it with **Customize** to adjust it before downloading, or choose **Make a copy** to keep your own version. A copy is either shared with the whole organization or private to you; the list shows ready-made, shared and private templates side by side, your copies first. Each template uses one of three layouts: | Layout | Looks like | Made for | | --- | --- | --- | | Briefing | Bold cover in the brand colour, large verdicts | A decision maker | | Audit record | Formal serif typography, dense tables | An auditor, or the file | | Scorecard | No cover, compact, fewest pages | Recurring reviews | ## Building a Template The builder has the settings on the left and a live preview on the right. The preview updates as you type, so you see the document before you save or download anything. The settings come in five groups. ### Template The template name and a description. Both are for you and your colleagues; they help you find the template in the list. ### Design - **Layout** - Briefing, Audit record or Scorecard. - **Report language** - English, Polish, German, French, Spanish, Russian or Ukrainian. - **Paper size** - A4 or Letter. ### Branding - **Company name** and **Logo**. The logo can be PNG, JPEG, WebP or SVG. Large images are scaled down. - **Brand colour**. - **Prepared by** and **Prepared for**. Prepared for defaults to the tenant name. - **Contact line**, **Footer text** and **Confidentiality label**. - **Mention 1Security** - switch it off for a fully white-label report. - **Link findings to 1Security** - switch it off when the readers have no 1Security account. ### Content Set the **Report title**, then tick the sections to include and use the arrows to put them in order. **Your introduction** is an optional text of your own that appears before the results. | Copilot readiness assessment | Compliance status | Trends review | | --- | --- | --- | | Cover page | Cover page | Cover page | | Your introduction | Your introduction | Your introduction | | Verdict and readiness | Regulations chosen for this report (always included) | Movement in the period | | What to fix first | Readiness by framework | What changed most | | All checks | Requirements | All trends | | Sites to review (top 10) | Articles by framework | How this was measured | | Users with the widest reach (top 10) | Changes since the last snapshot | | | Regulations chosen for this report (always included) | How this was measured | | | How this was measured | | | A **Trends review** also has a **Period**: the last 7, 30 or 90 days. The review covers the trends on the shared Trends board; private trends are left out. For each trend it takes one value per day and compares the first value in the period with the latest one: - **Movement in the period** counts the trends that increased, decreased or stayed unchanged, in total and by category. Categories use the names set on your board. - **What changed most** lists the five largest increases and the five largest decreases, each with its line over the period. - **All trends** lists every trend with its severity, value at the start, value now and change. A trend with fewer than two values in the period is listed as **Not enough history**, without a change. ### Regulations A Copilot readiness assessment and a Compliance status report say which regulations they are read against. Their **Regulations chosen for this report** section is always included: you can move it, but not leave it out. A Trends review has no such section, because a trend is a count you chose to watch and is not tied to an article. - **Each tenant's own regulations** - the report follows what each tenant declared on the Compliance screen. A tenant that declared none gets the common baseline. - **Regulations chosen here** - you tick the regulations, and every tenant the template renders is read against the same ones. In a Copilot readiness report the section lists, for each regulation, the articles the checks speak to and their status. In a Compliance report the chosen regulations also decide which frameworks, requirements and articles the other sections show. ### Statuses and notes 1Security measures what is connected to it. When the whole picture is different - AI agents that run on people's own machines, devices managed in another tool - a measured status can be right and still not tell the reader everything. In a Compliance report, **Statuses and notes** lists every requirement with **Edit** next to it: - **As measured, note only** keeps the measured status and adds your note. - **Met**, **At risk (partly met)**, **Not met** or **Not applicable** sets the overall status. A note is required: it says what the measurement does not see. The report then shows the status you set, marks it **Own assessment**, and prints the measured status and your note next to it. Articles that rest on an assessed requirement carry an asterisk and a footnote. Nothing measured is hidden or overwritten. The record is saved for the tenant, not for the template. The same status and note show on the [Compliance](/en/docs/screens/compliance) screen, in every other report, in snapshots and in the API. For a Copilot readiness report, change a check's targets or snooze it with a note on the [Copilot readiness](/en/docs/screens/copilot-readiness) screen. A snoozed check is listed as **Snoozed** with its note. A saved template shows its **Template ID for the API** in the builder. ## Formats | Format | What you get | | --- | --- | | PDF | The laid-out document. Every page has a footer with your footer text, the confidentiality label and page numbers. | | PowerPoint | A 16:9 deck with the same sections, wording and branding as the PDF. Text, tables and bars are ordinary slide objects, so you can edit a slide or paste it into your own deck. Long tables continue on the next slide. A PNG or JPEG logo appears on the cover; with an SVG or WebP logo the deck shows your company name instead. | | HTML | One self-contained file with no external resources. It opens in any browser and can be attached to an email. | | CSV | One row per check for Copilot readiness, one row per framework and article for compliance, or one row per trend for a trends review. | | JSON | The full report document, for your own tooling. | **Print** prints the preview straight from the browser. ## Reports Over the API The same templates are available on the REST API with the `evidence:read` scope. One request returns the file itself: ```bash curl -H "Authorization: Bearer $ONESEC_API_KEY" \ -o readiness.pdf \ "https://api.1security.ai/api/v1/reports/templates/builtin:copilot-readiness-briefing/render" ``` Add `?format=pptx`, `html`, `csv` or `json` for the other formats. Use the ID of a saved template in place of the built-in one to get your own branding. A tenant-bound key renders its own tenant. An organization-wide key renders the tenant you name in the `X-Tenant-Id` header, so a loop over your tenant list makes one call per tenant and produces one report per client. The [API reference](/en/docs/reference/api#reports) lists the endpoints, the parameters and the per-tenant loop for partners. On the [MCP server](/en/docs/reference/mcp), `list_report_templates` and `get_report` return templates and report data as JSON or CSV; PDF, PowerPoint and HTML are available over REST only. ## Good to Know - **Shared and private copies.** A copy shared with the organization is visible to every admin of the organization's tenants; a private copy only to you. You can change this on the template at any time. - **Connected tenants are reported together.** In the All tenants view of tenants connected together, one document covers all of them: a tenant overview, then a chapter per tenant. Otherwise a report covers the tenant you have open. - **Demo tenant.** Templates cannot be saved on the demo tenant. You can still customize one and download the result. - **Files over the API are kept for 24 hours.** Download a rendered file within that time, or render it again. - **Language.** The report itself is available in English, Polish, German, French, Spanish, Russian and Ukrainian. A ready-made template starts in the language of your dashboard, with regulations and articles cited the way that language cites them. A saved template keeps the language it was saved with. A trend you named yourself is printed as you named it. - **Access.** The screen is available to administrators only. For an administrator on custom permissions it is the **Reports** row of the permission matrix: *View all* opens templates and past runs, *Write all* also creates, edits and generates. It is granted separately from Compliance.