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Board Reports and Summaries

Last updated February 17, 2026

Generate executive-level reports and summaries for stakeholders and board members.

Overview

Arcus can automatically generate board-ready compliance reports that communicate your AI governance posture in clear, executive-friendly language.

Perfect for:

  • Quarterly board meetings
  • Investor updates
  • Annual compliance reviews
  • Executive briefings
  • Audit preparations

What's Included in Board Reports

1. Executive Summary

One-page overview covering:

  • Overall compliance status
  • Total AI systems under management
  • High-risk system count
  • Compliance score and trend
  • Critical upcoming deadlines
  • Top risks and priorities

2. AI System Portfolio

Breakdown of all registered systems:

  • Distribution by risk level
  • Systems by business unit
  • Deployment status
  • Classification summaries

3. Compliance Status

Current state of compliance:

  • Required vs. completed actions
  • Documentation status
  • Outstanding remediation tasks
  • Upcoming regulatory deadlines

4. Risk Assessment

Key risks and mitigation:

  • High-risk systems requiring attention
  • Low-confidence classifications
  • Systems with pending reviews
  • Regulatory change impacts

5. Action Items

Clear next steps:

  • Priority remediation tasks
  • Resource requirements
  • Timeline and milestones
  • Accountability assignments

Generating a Board Report

From the Dashboard

  1. Navigate to your main dashboard
  2. Click Reports in the sidebar
  3. Select Generate Board Report
  4. Choose the reporting period
  5. Customize included sections
  6. Click Generate

Customization Options

Reporting Period:

  • Current quarter
  • Last 30/60/90 days
  • Custom date range
  • Year-to-date

Sections to Include:

  • ☑ Executive summary
  • ☑ System portfolio
  • ☑ Compliance status
  • ☑ Risk assessment
  • ☑ Financial impact (ROI)
  • ☑ Recommendations
  • ☐ Technical appendix
  • ☐ Detailed system listings

Branding:

  • добави your company logo
  • Custom color scheme
  • Header/footer customization

Format:

  • PDF (recommended for distribution)
  • PowerPoint (for presentations)
  • Word (for editing)

Report Formats

PDF Report

Best for:

  • Email distribution
  • Archiving
  • Audit trails
  • Formal documentation

Features:

  • Professional layout
  • Charts and visualizations
  • Clickable table of contents
  • Page numbering
  • Executive-ready formatting

PowerPoint Presentation

Best for:

  • Board meetings
  • Stakeholder presentations
  • Interactive discussions

Features:

  • One topic per slide
  • Visual charts and graphics
  • Speaker notes included
  • Editable for customization

Excel/CSV Data Export

Best for:

  • Detailed analysis
  • Custom reporting
  • Integration with other systems

Features:

  • Raw data tables
  • System listings
  • Task details
  • Compliance metrics

Scheduling Automated Reports

Set Up Recurring Reports

  1. Go to Settings → Reports
  2. Click Create Scheduled Report
  3. Choose template and recipients
  4. Set frequency:
    • Weekly
    • Monthly
    • Quarterly
    • Custom schedule
  5. Select delivery time
  6. Save automation

Recipients

  • Add email addresses
  • Create distribution lists
  • CC stakeholders
  • BCC for audit trail

Email Options

  • Subject line customization
  • Custom message body
  • Attachment preferences
  • Delivery timezone

Understanding Report Sections

Executive Summary

Compliance Status Indicator:

  • 🟢 Compliant: All requirements met
  • 🟡 On Track: Minor actions pending
  • 🟠 At Risk: Several pending items
  • 🔴 Non-Compliant: Critical gaps

Key Metrics:

  • Total AI Systems: 47
  • High-Risk Systems: 12
  • Systems Awaiting Classification: 3
  • Compliance Score: 78%
  • Score Trend: ↗ +5% this quarter

Critical Dates:

  • Next EU AI Act Milestone: Dec 2, 2027 (Annex III high-risk obligations apply)
  • Privacy Act ADM Transparency: Dec 10, 2026
  • Pending System Reviews: 4
  • Overdue Remediation Tasks: 0

AI System Portfolio

Risk Distribution Chart:

Unacceptable: 0
High-Risk: 12 (26%)
Limited Risk: 18 (38%)
  Minimal Risk: 17 (36%)

By Business Unit:

  • Customer Success: 12 systems
  • Product: 19 systems
  • Operations: 8 systems
  • Finance: 5 systems
  • HR: 3 systems

Deployment Status:

  • Production: 35 systems
  • Development: 8 systems
  • Testing: 4 systems

Compliance Dashboard

Documentation Status:

  • ✅ Technical Documentation: 10/12 completed
  • ✅ Risk Assessments: 12/12 completed
  • ⏳ Impact Assessments: 8/12 completed
  • ⏳ User Documentation: 7/12 completed

Remediation Progress:

  • Total Tasks: 48
  • Completed: 32 (67%)
  • In Progress: 12 (25%)
  • Pending: 4 (8%)
  • Overdue: 0

Risk Assessment

Systems Requiring Attention:

SystemRisk LevelIssuePriority
Credit Scoring AIHighMissing impact assessmentHigh
Resume ScreenerHighLow confidence (58%)Medium
Chatbot SupportLimitedTransparency disclosure neededLow

Regulatory Changes:

  • EU AI Act Update: AI Omnibus in force (27 July 2026) moves Annex III high-risk obligations to 2 December 2027
  • Impact: 3 systems may require re-classification

ROI and Value Delivered

Time Saved This Quarter:

  • Classifications: 24 systems × 2 hours = 48 hours
  • Documentation: 10 docs × 4 hours = 40 hours
  • Compliance Reviews: 12 reviews × 1 hour = 12 hours

Total: 100 hours @ €350/hour = €35,000 saved

Cumulative Savings: €127,000 since onboarding

Customizing Reports for Your Audience

For the Board of Directors

Focus on:

  • Strategic risks and opportunities
  • Regulatory compliance status
  • Resource requirements
  • Competitive positioning
  • Reputational risks

Keep it:

  • High-level (no technical jargon)
  • Visual (charts over tables)
  • Actionable (clear next steps)
  • Brief (10-15 pages max)

For Compliance Officers

Focus on:

  • Detailed compliance metrics
  • Outstanding tasks and deadlines
  • Audit readiness
  • Documentation completeness
  • Remediation tracking

Keep it:

  • Comprehensive
  • Data-driven
  • Audit-trail focused
  • Task-oriented

For Technical Leadership

Focus on:

  • System-level details
  • Development requirements
  • Technical implementation дав
  • Architecture considerations

Keep it:

  • Technical (details welcome)
  • System-specific
  • Implementation-focused

Best Practices

Timing

Before Board Meetings:

  • Generate reports 3-5 days in advance
  • Allow time for review and questions
  • Update with latest data before presentation

Quarterly Cadence:

  • Generate at end of each quarter
  • Schedule reviews early in next quarter
  • Track quarter-over-quarter trends

Distribution

Secure Distribution:

  • Use password-protected PDFs for sensitive data
  • Limit distribution to need-to-know recipients
  • Track report access and downloads
  • Maintain audit log of distribution

Storage

Archiving:

  • Save all generated reports
  • Maintain version history
  • Tag by quarter and year
  • Keep for minimum 7 years (audit requirements)

Report Metrics Explained

Compliance Score

Calculation:

Compliance Score = 
  (Completed Requirements / Total Requirements) × 100

Factors:

  • Documentation completeness
  • Task completion rate
  • Classification currency
  • Risk management implementation

Trend Indicators

  • ↗ Improving: Score increased from last period
  • → Stable: Score unchanged (±2%)
  • ↘ Declining: Score decreased (investigate causes)

System Coverage

Coverage Percentage = 
  (Classified Systems / Total AI Systems) × 100

Target: 100% of production systems classified

Troubleshooting

Report Generation Fails

Possible Causes:

  • No systems registered
  • Missing required data
  • Date range too large

Solutions:

  • Ensure at least one system is registered
  • Complete missing system details
  • Reduce date range

Missing Data in Reports

Check:

  • System classifications are complete
  • Tasks have assigned dates
  • Documentation is uploaded

Formatting Issues

For PDFs:

  • Ensure latest browser version
  • Try different PDF viewer
  • Download instead of viewing in browser

For PowerPoint:

  • Open in Microsoft PowerPoint (not web version)
  • Check font compatibility
  • Re-apply template if needed

Sample Report Outline

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
ARCUS AI GOVERNANCE REPORT
Q4 2025 | Company Name
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TABLE OF CONTENTS

1. Executive Summary ...................... 2
2. AI System Portfolio .................... 4
3. Compliance Status ...................... 6
4. Risk Assessment ........................ 8
5. Financial Impact ...................... 10
6. Next Quarter Priorities .............. 12
7. Appendix: System Details ............. 14

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
1. EXECUTIVE SUMMARY

Compliance Status: 🟢 ON TRACK

Key Highlights:
✓ 47 AI systems under management
✓ 78% compliance score (+5% QoQ)
✓ 0 overdue critical actions
✓ €127k cumulative value delivered

Critical Dates:
→ Dec 10, 2026: Privacy Act ADM transparency commences
→ Dec 2, 2027: EU AI Act Annex III high-risk obligations apply

Top Priorities:
1. Complete 4 pending impact assessments
2. Re-classify 3 systems (low confidence)
3. Update transparency disclosures

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

FAQs

Q: Can I edit generated reports before sharing?

Yes, download as Word or PowerPoint to customize. PDF is for final distribution only.

Q: How often should I generate board reports?

Quarterly is standard, but monthly for organizations under heightened scrutiny.

Q: Can I white-label reports?

Yes, Business plan includes full branding customization and white-labeling.

Q: Who can generate reports?

Organization admins and compliance officers. Can be customized in role permissions.

Q: Are reports available offline?

Once downloaded, yes - PDFs and PowerPoints work offline.


Board reports provide compliance oversight, not legal advice. Consult compliance professionals for interpretation.

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