---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Generate a report for an engagement in a classic report template

# Generate a report for an engagement in a classic report template {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Generate a report that summarizes the findings of an engagement to communicate the report findings to executives.

## Before you begin

Role required: sn_audit.manager, sn_audit_ws.supervisor

## About this task

You can generate a report for engagements that are in the Awaiting approval, Follow up, or Closed complete states.

## Procedure

1. Navigate to AllAuditAudit Workspace.
2. Select the lists icon (![List icon.]()).
3. Select All engagements or My engagements in the Execution list.
4. Select the link to the engagement record in the Name column.  
   The engagement must be in Awaiting approval, Follow up, or Closed complete state.
5. Select the Details tab.
6. If you have not entered details in the Report section of the Engagement form, then fill in the fields.  
   {#generate-report-engagement-audit-ws__table_rn4_m35_rqb__entry__2}

   | Field | Description |
   |-|-|
   | Report template | Template used to generate the knowledge base article that reports the engagement results. |
   | Report knowledge base | Knowledge base to be used. |
   [Table 1. Report section of the Engagement form]

   {#generate-report-engagement-audit-ws__table_rn4_m35_rqb}
7. Select Save.
8. To generate the report, select the Generate report button.

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