It is both the review surface for turning AI findings into a signed-off deliverable, and the export surface for Word and PDF.
Looking to customise colors, fonts or logo? See Report branding & theme settings.
What you'll find on this page
Overview of the report layout
Editing findings and recommendations
Collaboration (real-time presence and locking)
Filtering
Preview mode
Export (Word / PDF)
Layout at a glance
The report is organised in four nested levels:
Area: e.g. Corporate, Tax, IP. One coloured severity summary per area.
Document Type: e.g. Shareholders Agreement, Employment contracts.
Document: the individual file.
Risk entry: one row per finding, showing the risk level, a Key Issue, and a Risk-Level Recommendation in a two-column PDF-style table.
Each level expands on click and loads its data on demand, so the page stays fast even on large data rooms.
At the top of the page you'll find:
Overview donut: the global severity distribution.
Risk bars: per-area breakdown of High / Medium / Low counts.
Filter bar: narrow the report by area, risk level, or recommendation type (see Filtering).
Risk badges
Every level: area, document type, document, shows three small round badges. All three badges are the same size regardless of the number inside. Empty severities appear as dashed outlines so you can tell at a glance that a level has zero of that risk level rather than the badge being missing.
Editing findings
Findings produced by Emma's AI can be reviewed and edited in place.
Risk description
Click the pencil icon next to a risk entry's description to edit. The markdown editor opens inline, and the Cancel / Save buttons disappear automatically once saved. Your edit is preserved in the export.
Recommendations
Recommendations come in two flavours:
Risk-Level Recommendation: attached to a specific finding (shown in the right column of the risk table).
Document-Level Recommendation: attached to the document as a whole, listed under its own grey-header table below the risks.
For both, you can:
Add: click + Add recommendation to open an inline form.
Edit: click the recommendation text, edit, then Save.
Delete: use the ⋮ menu on the card.
Include / Exclude
Next to each risk, an Include / Exclude toggle decides whether the finding appears in the exported report. Excluded findings stay visible in edit mode (greyed out) so you keep track of what you've filtered out.
Collaboration
Emma tracks who else is looking at the same report in real time.
Presence
A small strip of avatars shows who else has the report open. You can see their name on hover.
Locking
When a teammate starts editing a risk, a recommendation, or a document-level recommendation block, Emma locks that section for everyone else:
The edit controls (pencil, Add / Edit / Delete, risk-level dropdown, include/exclude) become disabled.
A small lock indicator shows who is editing.
As soon as they save or cancel, the lock releases within a second.
The same lock is honoured across the Report page and the document viewer (/document/.../risks), so two people can't accidentally overwrite each other's edits.
Filtering
The filter bar lets you narrow what the report shows. Filters affect both the edit view and the export.
Areas: tick/untick specific areas.
Risk level: show only High, Medium, and/or Low.
Recommendation type: show only documents that carry a specific kind of recommendation.
When filters hide a row, the edit controls for that row are disabled to prevent editing invisible content.
The donut chart and the per-area risk bars update to reflect the current filter.
Preview mode
Toggle Preview at the top of the page to switch from the edit view to a PDF-style preview.
In Preview:
All sections are expanded
Edit and action controls are hidden
A Table of Contents is inserted after the cover
The layout is full-width and paginated with A4-matching page breaks
The page number footer is pinned to the bottom of every page
This is the view you want to show before exporting: what you see is (very close to) what you get in Word / PDF.
Export
Export the report to Word or PDF from the Export dropdown at the top right.
Both exports honour:
Your current filter selection
The branding defined in Settings → Organisation → Report: logo, font family, risk colors, header colors, background, footer text
The Table of Contents toggle in the export dialog
Word (.docx)
Custom Google Fonts are embedded directly in the .docx file, so the report renders with your brand font even on machines where the font is not installed.
PDF is generated by converting the Word document. A few caveats to be aware of:
Colors, layout and logo are preserved.
Custom Google Fonts are not embedded in the PDF (the conversion step falls back to a similar system font). For pixel-perfect PDFs today, open the
.docxin Word and use Word's own Save as PDF — that produces a PDF with the embedded font.
Tips
Review flow: we recommend going area-by-area, using the filter to focus on High first, then Medium, then Low.
Include / Exclude lets you soft-hide findings without deleting them, so you keep an audit trail.
Preview before export — especially if you've changed theming or filters — to confirm the output.
Related
Report branding & theme settings (logo, fonts, colors)