Modular Report Generation

CORAA Report Studio
Build Reports with Blocks

Create custom audit and assurance reports using modular blocks. Verification, analysis, and rendering components with automated third-party API integrations.

3 Types
Block Categories
15+ APIs
Third-Party Integrations
10+ Formats
Render Options
95%
Time Reduction

Three-Tier Block Architecture

Build reports by combining verification, analysis, and rendering blocks with variable flow

Verification Blocks

Real-time verification via third-party APIs and government portals

Identity & Registration

  • • PAN verification (Income Tax portal)
  • • GST validation (GST portal)
  • • MCA company search
  • • DIN & UDIN checks

Risk Screening

  • • Litigation database checks
  • • Sanctions & PEP screening
  • • Adverse media monitoring
  • • Social media analysis

Analysis Blocks

AI-powered analysis with natural language instructions and vision

Capabilities

  • • Vision (PDFs, scans, images)
  • • Screenshot analysis
  • • Logo extraction
  • • Multi-source data synthesis

Analysis Types

  • • Financial analysis
  • • Entity profile analysis
  • • Litigation analysis
  • • Risk assessment

Summary & Render

Multi-source synthesis and flexible visualization formats

Summary Blocks

  • • Executive summary (7 inputs)
  • • Decision summary
  • • Domain essence blocks
  • • Risk consolidation

Render Formats

  • • Tables, charts, status grids
  • • Prose, bullet points, badges
  • • Key-value pairs
  • • Risk matrix visualization

Variable Flow & Dependencies

Blocks communicate through variables, creating a dependency graph for report generation

How Variable Flow Works

1

Analysis Block Outputs Variable

Financial Analysis block outputs $financial_analysis

2

Render Block Visualizes Data

Render: Table block takes $financial_analysis as input and creates table

3

Summary Block Synthesizes

Financial Essence block pulls $financial_analysis and outputs $financial_essence

4

Executive Summary Consolidates

Executive Summary pulls from 7 essence variables: $entity_essence, $financial_essence, $screening_essence...

Key Benefit: This dependency system ensures data flows correctly and reports are generated in the right sequence. You can't create an executive summary before the underlying analysis is complete.

Example: Vendor Due Diligence Report

See how blocks combine to create a comprehensive 30-40 page report

Section 1: Executive Summary

Executive Summary Essence

Pulls from 7 essence variables

Render: Table

Key Findings Snapshot

Render: Bullet Points

Red Flags

Section 2: Overall Recommendation

Decision Summary

Outputs $decision_summary

Render: Badge List

GO / GO WITH CONDITIONS / NO-GO

Render: Prose

Decision rationale

Section 3: Financial Review

Financial Analysis

Outputs $financial_analysis

Render: Table

Year-wise financial data

Render: Line Chart

Income/expenditure trends

Financial Essence

Outputs $financial_essence

Section 4: Risk Screening

Risk Screening (Verification)

Sanctions, PEP, Adverse Media

Screening Analysis

Outputs $screening_analysis

Render: Status Grid

Clearance/alerts by category

Screening Essence

Outputs $screening_essence

Block Configuration Options

Every block is highly configurable with data sources, capabilities, and instructions

Common Configuration

  • Block Label

    Custom name for the block

  • Data Sources

    Data Room / Web / Tally (checkboxes)

  • Instructions

    Natural language prompt with token counter

  • Source Variables

    Select input variables from previous blocks

  • Output Format

    Choose render type (for Render blocks)

  • Format Instructions

    Specific rendering guidelines

Verification Block Extras

  • Capabilities (Optional)

    • • Vision - Extract from PDFs, images
    • • Screenshot - Capture portal data
    • • Logo - Extract company logos
  • Identity & Registration Checks

    • • PAN, GST, MCA verification
    • • DIN, UDIN validation
  • Risk Screening Checks

    • • Litigation database search
    • • Sanctions & PEP screening
    • • Adverse Media monitoring
    • • Social Media analysis

Report Types You Can Build

Vendor Due Diligence

Comprehensive vendor assessment with financial, legal, operational, and risk analysis

Typical Sections

  • Executive Summary
  • Entity Overview
  • Financial Review
  • Legal Screening
  • Risk Assessment
  • Decision Summary

Financial Due Diligence

M&A and investment DD with quality of earnings and working capital analysis

Typical Sections

  • Quality of Earnings
  • Working Capital
  • Balance Sheet Review
  • Red Flags
  • Deal Impact
  • Valuation Adjustments

Procure-to-Pay Audit

Fraud detection and policy compliance in procurement processes

Typical Sections

  • Duplicate Detection
  • 3-Way Matching
  • Policy Violations
  • Vendor Fraud
  • Price Analysis
  • Related Party Checks

Statutory Audit Report

Complete statutory audit with ledger scrutiny, vouching, and reconciliation

Typical Sections

  • Ledger Analysis
  • Vouching Results
  • Reconciliations
  • Compliance Checks
  • Audit Observations
  • Management Letter

Internal Audit Report

Process audits with control testing and risk assessment

Typical Sections

  • Control Testing
  • Process Review
  • Risk Matrix
  • Exceptions
  • Recommendations
  • Action Plan

Compliance Report

Regulatory compliance verification and gap analysis

Typical Sections

  • Compliance Status
  • Gap Analysis
  • Remediation Plan
  • Timeline
  • Risk Rating
  • Sign-off

Why Report Studio?

Traditional Report Generation

  • Manual data collection from multiple sources
  • Copy-paste from portals and spreadsheets
  • Inconsistent formatting across reports
  • No reusability - start from scratch each time
  • Human errors in calculations and analysis
  • Time-consuming review and quality checks
  • Difficult to maintain audit trail

Report Studio Advantage

  • Automated data collection via API integrations
  • Real-time verification from official portals
  • Consistent formatting with reusable templates
  • Build once, reuse across engagements
  • AI-powered analysis with 100% accuracy
  • Automated quality checks and validations
  • Complete audit trail with version control

Build Your First Report with CORAA

Start with pre-built templates or create custom reports from scratch