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Audit reports (.docx)

The Reports module generates a supplier audit report ready for ISO 9001 8.4 review. Output is a .docx (Starter+) or PDF where applicable, formatted for an audit folder.

Reports — generate supplier audit .docx

What’s in the report

Section titled “What’s in the report”

Per supplier covered:

  • Identity — name, category, country, primary contact, supplier ID.
  • Risk band and quality score — current value plus 12-month trend.
  • Evaluation history — every finalised evaluation with date, total score, dimension breakdown.
  • Open NCRs — title, number, severity, ISO clause, raised date, description, containment action (if critical), response due date.
  • Closed NCRs in the selected window — same fields plus closure date.
  • CAPAs linked to those NCRs — title, owner, status, due date, effectiveness rating if verified.
  • Clause references — every NCR is tagged with its 8.4 sub-clause; the report groups them so an auditor sees the 8.4.1 / 8.4.2 / 8.4.3 distribution at a glance.

The header pulls your organisation’s name, logo, and registered address from Settings → Organisation profile. The footer carries the report generation timestamp and the generating user’s email — auditors expect a traceable artefact.

Scope

Section titled “Scope”
ScopeWhen to use
All suppliersQuarterly review, ISO surveillance audit, management review. One file covering every active supplier.
Single supplierSupplier business review, on-site audit prep, SCAR escalation.

Pick from the dropdown at the top of the page. Single-supplier reports are also available as a button on the supplier detail page (shortcut).

Window selection

Section titled “Window selection”

Choose Last 30 days, Last 90 days, or Last 12 months for closed-record inclusion. Open NCRs and CAPAs are always included regardless of window — the auditor wants to know what’s open today.

Format

Section titled “Format”
  • .docx — primary output, editable in Word / LibreOffice if you need to annotate before filing. Starter+ plans.
  • PDF — generated alongside .docx for record-keeping. Enterprise plan.

The styling is brand-consistent with the rest of Sertiq: Roboto family, Sertiq logo header, tables with the same colour palette as the app. Page numbers and TOC are included on .docx (Word generates them on first open).

Per-record exports

Section titled “Per-record exports”

Some artefacts auditors ask for are not the full supplier report — they’re a single record:

RecordFormatWhere
NCR detail.docx and .pdfNCR detail page → Export
CAPA detail.docxCAPA detail page → Export
SCAR (Supplier Corrective Action Request).docx (Pro+), .pdf (Enterprise)NCR detail page → SCAR documents
8D (Eight Disciplines).docxNCR detail page → 8D drawer (Enterprise)
RMA.pdfRMA detail page → Export

Generation cost

Section titled “Generation cost”
  • Free: no AI credits consumed. Generation is template + database read.
  • Latency: typically 2–5 seconds for a single supplier; 10–30 seconds for an all-suppliers report on a Pro/Enterprise org with 50+ suppliers.
  • Storage: report files are stored in Cloudflare R2 under {org_id}/reports/ for 12 months. After that they are pruned — regenerate at any time, the source data stays in Postgres.

Edge cases

Section titled “Edge cases”

Empty supplier. A supplier with no NCRs, CAPAs, or evaluations still produces a valid report — just a one-page identity sheet. Useful for confirming a new supplier was onboarded.

Long descriptions. NCR descriptions can run to thousands of characters. The report renders them in full — page break logic is automatic. If you regularly attach photos, consider exporting the NCR .docx separately (it bundles attachment thumbnails).

Translations. Reports are English-only. Sertiq’s domain language (clause names, severities) is ISO standard English and not localised.

Section titled “Related”