Client-ready reports
Client-ready reports for AI agent audits
A client report needs a clear conclusion, scope and action plan before the technical appendix. Roxea provides that structure without overstating what a declarative review proves.
The problem: raw findings are hard to hand over
A spreadsheet of permission flags may be enough for the reviewer, but it does not help a client understand the main exposure, recommended order of work or limits of the assessment.
A client-ready report turns the same evidence into a readable delivery document.
How client-ready reports work in Roxea
Available on Pro and Business, the format opens with the audited organisation, current risk level and generation details. It then moves from executive context to scope, top risks, action plan and agent-level appendix.
- Cover page and executive summary.
- Agents, tools and declarative scope.
- Top risks with impact and recommendation.
- Action status, ownership and due dates.
- Accepted risks when the feature is in use.
- A clear limitation statement.
Example: an agency handover
An automation agency completes a review before transferring three workflows to a client. The client receives a report that identifies broad Gmail access, a missing refund approval and the actions already completed.
FAQ
Questions people ask before a review
Give the client a report they can use after handover.
Present scope, top findings and actions clearly, with the detailed evidence behind them.