Branded PDF pack with appendix, cited evidence, and investor-ready summary pages.
Ready
Brand kit attached
5 assets
Palette, logo marks, and distribution notes saved for this request.
Compliance Report Builders
7s
C▍
Confirmation required
Use the retained brand colours, logo lockups, and appendix styling for this compilation report request?
reports > compilation-request.md
Compilation Report Request
Generated: March 14, 2026
Compliance report workflow
Get the brief right before drafting: audience, source hierarchy, brand kit, then the final rendered outputs.
Capture period, audience, and output list
Confirm whether the request is quarterly, annual, LP-facing, board-facing, or some combination.
Inprogress
Confirm whether the request is quarterly, annual, LP-facing, board-facing, or some combination.
Confirm branding and trusted source policy
Use the client logo and palette only after the source hierarchy is explicit.
Pending
Render the pack and appendix
Generate the PDFs and workbook from the same evidence-backed source set.
Pending
Persisted workload states and queued steps appear here as the shared baseline across audits, survey review, reporting, and portfolio briefings.
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