Report workspace
Upload information, follow the current step, and review the finished report.
Client reports
Select a client. The current step and next action appear below.
Advanced report connection
Automatic report preparation
Checking the report connection…
Submitted and authorized assessments enter private preparation automatically. Missing sources stay on hold. Full Report review and final release remain yours.
Work with ChatGPT
Prepare this report in a ChatGPT conversation and save supported drafts back here. ChatGPT plan limits apply. This mode pauses website API preparation for this case.
Connect the Identity Architect report workspace in ChatGPT before using the copied request. Connecting alone does not start or complete a report.
Processing details & controls
Add or update source files
Add charts, notes or corrections for this client. The Agent builds the Profile Blueprint from the saved information.
PDF, Word, text or images. Up to 20 additional files per assessment, 10 MB each.
The Agent checks new uploads automatically when preparation is authorized. Existing files stay saved.
Submitted assessment and supporting files
Saved source details & advanced edits
These saved client sources support private drafting. Open them to inspect evidence or make an intentional correction. Independent approval is recorded with the completed report.
Full Report approval
Independent source verification
Record actual verification evidence for the report sources. Automatic drafting does not mark these checks passed.
Upload the formatted final files
Export and render the actual Word and PDF reports using the approved sample and final infographic. Inspect every page and document every audit below. Upload those reviewed files. Draft text alone cannot pass the visual or file audits.
Independent release checks
Check the uploaded final files and original sources. Release remains blocked until all required evidence is recorded.