Generate a report for an engagement
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
-
Navigate to All > Audit > Audit Workspace.
-
Select the lists icon ([Omitted image "ListsIcon.jpg"] Alt text: List icon.).
-
Select All engagements or My engagements in the Execution list.
-
Select the link to the engagement record in the Name column.
The engagement must be in Awaiting approval, Follow up, or Closed complete state.
-
Select the Details tab.
-
If you have not entered details in the Report section of the Engagement form, then fill in the fields.
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. -
Select Save.
-
To generate the report, select the Generate report button.
---
title: Generate a report for an engagement
description: Generate a report that summarizes the findings of an engagement to communicate the report findings to executives.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/generate-report-engagement-audit-ws.html
release: brazil
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Audit Workspace overview, Audit Management, Governance, Risk, and Compliance]
---
# Generate a report for an engagement
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 **All** > **Audit** > **Audit Workspace**.
2. Select the lists icon \(\[Omitted image "ListsIcon.jpg"\] Alt text: 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.
|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.|
7. Select **Save**.
8. To generate the report, select the **Generate report** button.
| title | Generate a report for an engagement |
| description | Generate a report that summarizes the findings of an engagement to communicate the report findings to executives. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/generate-report-engagement-audit-ws.html |
| release | brazil |
| product | Audit Management |
| classification | audit-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Audit Workspace overviewAudit ManagementGovernanceRiskand Compliance |