The Roar Assistant now builds finished, customer-ready reports from your live Liongard data. Choose a format and a template, add one or more environments, and the Roar Assistant writes the report and hands you a file to download and share: a CMMC or HIPAA readiness report, a cyber insurance questionnaire, a quarterly business review, an assessment, or a data-rich inventory. Need changes? Revise the report in the same conversation instead of starting over.

Report generation lives inside Liongard, draws on completed inspections and metrics, and uses the same AI Insights balance you already use for chat.

Feature Highlights

• Two new modes in the Roar Assistant:
  • Designer: Pick a curated report recipe from Liongard, or describe the report you want in plain language.
  • Report: Turn your existing Reporting templates into AI-written reports.
• Six output formats: PDF, Word, Excel, PowerPoint, HTML, and Markdown.
• Searchable template library: Curated readiness and assessment recipes such as CMMC Readiness, HIPAA Readiness, FTC Safeguards Rule Readiness, Cyber Insurance Readiness, Domain Assessment, and Identity MFA Gap Report, plus your Reporting templates.
• No template required in Designer: Mention the environment and describe the report you want.
• Revise in the same conversation: Change tone, length, or emphasis, add a section, refresh the data to today, or request the same report in another format. Every version stays downloadable.
• Multi-environment reports: Include up to 10 environments in one run and receive an Excel workbook with a summary sheet and one sheet per data step, with every row labeled by environment.
• Liongard report design: HTML, PDF, and PowerPoint reports share one consistent look, with a cover page and numbered sections.
• Saved automatically: Every report is saved as a Note on the environment so your team can find it again.
• Transparent usage: Each report card shows the AI Insights used.

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Prerequisites

• AI Insights: Your account must have AI Insights available. Report generation draws from the same balance as Roar Assistant chat. See Liongard AI Insights.
• AI Usage enabled: AI Usage must be enabled for each environment included in the report. See Enable AI Usage for your Environments.
• Add Report permission (Report mode only): Users without the Add Report permission do not see Report mode.
• Environment access: For multi-environment reports, you must have access to every environment in the run.

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Generate a Report

1. Open the Roar Assistant by selecting Ask Roar in the top bar, either docked or in full screen.
2. In the composer, switch the mode from Chat to Designer or Report.
3. Select a Format.
4. Select a Template. A template is required in Report mode and optional in Designer.
   • Designer uses Liongard report recipes.
   • Report uses your Reporting templates.
5. Add the environment(s) with the + button or by typing @.
   • To scope a report to a single system or system type, tag it with @ or select the system. A tighter scope produces the report faster.
   • When you add more than one environment, only Excel output is available.
6. Add any instructions, such as the customer's top concerns, and send.
7. When the report card shows the report is ready, select Download or Revise.

The Report Card

Each report appears in the conversation as a card with live progress. While the report generates, the composer is locked and the card updates without a page refresh. When the report finishes, the card displays:

• Download to save the file
• Revise to request changes
• the AI Insights used

Reports use the model selected in the Roar Assistant model picker, or Auto. See Choose Your AI Model.

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Revise a Report

Continue in the same conversation to refine a report. Each revision creates a new version, and earlier versions remain downloadable.

In the same conversation, you can:

• rewrite for tone, length, or emphasis (for example, "shorten the executive summary and focus on identity risks")
• add a section that needs more data
• refresh the data so dates move to today
• produce the same report in another format

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Multi-Environment Reports

Include up to 10 environments in a single run for portfolio-level reviews.

• Output is Excel only.
• The workbook includes a summary sheet and one sheet per data step, with every row labeled by environment.
• If one environment cannot supply a step, that step is marked missing and the rest of the run continues.
• Multi-environment reports cannot be revised in the conversation.

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Where Reports Are Saved

• Every report is saved as a Note on the environment and is available under Environment Notes for historical reference.
• Reports created in Report mode also appear as an AI row in the Reporting tab, named after the template and environment.

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Use Cases

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Good to Know

• Review before sharing: Readiness reports are AI-written starting points, not compliance certifications. Review them before sharing with customers or auditors.
• Existing reports are unchanged: Manual and scheduled reports in the Reporting tab work as before.
• Liongard branding: Reports use the Liongard report design. MSP and customer logos are not supported in this release.
• Download to view: In-product preview is not yet available.
• Generation time: Reports are not instant, and output depends on the data collected for the environment.
• Usage: AI Insights are based on what the model actually uses, so larger scopes use more.

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AI-Generated Reports FAQs

Q1: What data does the Roar Assistant use to build a report?

Answer: Reports are built from your live Liongard data, including completed inspections and metrics, for the environments you add. The Roar Assistant only uses data from environments you have permission to access and that have AI Usage enabled.

Q2: Do I need to pick a template?

Answer: Not in Designer mode. Mention the environment and describe the report you want. Report mode requires a Reporting template.

Q3: Why can I only choose Excel?

Answer: You added more than one environment. Multi-environment reports are available as Excel only.

Q4: Why don't I see Report mode?

Answer: Report mode requires the Add Report permission. Users without it see Chat and Designer only.

Q5: Where do I find a report I generated earlier?

Answer: Under Environment Notes for the environment. Report mode reports also appear as an AI row in the Reporting tab.

Q6: How many AI Insights does a report use?

Answer: Usage depends on the model and the scope of the report. The report card shows the AI Insights used for each report and each revision.