Table of Contents
Summary
You've completed your assessment and now need to share your work with another stakeholder? Read on to learn how.
Exporting assessments as PDFs allows you to easily share key assessment results with stakeholders and maintain an offline or archived copy for records. This report includes customizable sections like Vendor Details, Sources used, AI Summaries, Review Notes and more.
Important note: You must finish your assessment for this option to be available. For information on how to finish the assessment, go here.
📋 1. On Step 3 - Finalize
- Open the assessment you wish to export from the vendor details page.
- Go to the Finalize step in the workflow.
- Make sure your assessment has a completed status (e.g., Approved).
📤 2. Click "Export"
- In the top-right corner, click the Export button.
- This will open the Export Review as PDF window.
🎛️ 3. Customize the Report
- In the Report Preview panel, click on Organize Report.
- Select or deselect the sections you want to include:
- Vendor Details
- Assessment Details
- Executive Summary
- AI Vendor Summary
- AI SOC 2 Summary Overview
- RiskRecon Rating
- Issues Create
- Sources Used
- Assessment Review Notes
- Use the preview panel on the right to review your selections.
💾 4. Download or Upload to Vendor Docs
- Click Download PDF of Review to save the report locally.
- Optionally, click Upload Copy to Vendor Docs to add it to the vendor profile.
- You can also include the SOC 2 Summary as a separate downloadable file using the checkbox.
🧠 Keep in mind:
- Only assessments with a finalized status can be exported.
- The exported PDF reflects the most recent edits and comments.
- Assessment Review Notes must be marked as "Include in Report" to appear in the export.
- If the vendor has a logo, this will also be shown on the pdf report.