Governance report

Choose your Workspace in Flowpane, open the Site and choose Reports in its navigation. Sign in if prompted; report actions depend on your role.

The governance report is a PDF snapshot of one Site's governance state, written for sharing with a client or stakeholder. It is available on Starter and above.

Generating a report

1. Open the Site.
2. Click Report in the header and choose Generate report.
3. The PDF downloads as governance-report-<domain>-<date>.pdf and a copy is stored in the Site's report history.

Download the PDF for your own sharing process, or use Generate and send report when you have email-sending authority and at least one Active recipient. Flowpane records a send request and its delivery outcome separately from the report snapshot. See Report recipients.

Generating requires the Editor or Admin role. Viewing stored reports is open to every Workspace member.

What the report contains

• Cover — your logo (Agency and Enterprise), the Site name and domain, the Site score, an evidence summary (resources assessed, findings, coherence score) and the generation date and Workspace.
• Executive summary — applicable and assessed resources, actionable findings, the cross-file coherence score, and the AI readiness score with a short explanation. Information findings are observations and are not counted as actionable.
• Current resource state — one card per artefact with its state, score, up to eight findings with remediation notes, and any evidence limitations.
• Cross-resource coherence — findings that only appear when artefacts are read together, for example a robots.txt Sitemap directive that does not match the sitemap that was found.
• Recommendations — governance and AI-governance recommendations.
• Activity and evidence boundaries — last checked, last public change, last recorded action, checks and deployments in the last 30 days, and a list of recorded actions.

Two different scores appear: the Site score on the cover is the overall implementation and governance assessment; the coherence score is a separate cross-file measure and is labelled as such.

Score criteria and history

Scores reflect the evidence and criteria used at assessment time. New reports capture the criteria when available and compare captured Site scores only under the same criteria. Older reports retain their original numbers; missing historical criteria remain unavailable. 100 means best-in-class under the current active criteria and evidence model. Every active, applicable customer-actionable criterion can be satisfied to reach it; capabilities outside the active model are not applicable. A score of 100 today may be lower when Flowpane adopts new criteria, even without a public Site change. Monitoring frequency and plan price do not alter scores for identical evidence.

The headline Site score combines implementation quality and governance assurance. The Findings explain those contributions. A confirmed supported CMS without source integration can have a proportionate governance-assurance Finding; every plan has a supported connection path. An unavailable Flowpane connector is not a Site failure.

A report's activity counts describe recorded actions. Flowpane Impact in Analytics separately counts verified assisted fixes and external resolutions. Projected points and incompatible criteria are not cumulative recovered points.

Report history

The Reports tab on a Site lists every generated report. Opening one shows the immutable snapshot captured at generation time, so an old report continues to say what it said even after the Site changes. Stored reports remain viewable if your plan later changes.

White-label reports

On Agency and Enterprise, Workspace settings → General → White-label reports lets you set a Custom logo URL that is embedded on the cover and a Hide Flowpane branding in report footer toggle, which replaces "Generated by Flowpane" with your Workspace name. Other plans see this section locked.

Email delivery states

The report detail can show Not sent: no longer an active recipient or Not sent: the request expired for an individual address. The recipient list can change between requesting and sending. Do not use confirmation status as a delivery receipt.

Preparing a useful client report

Run a fresh check when you need current evidence, then inspect blocked, missing and unavailable results before generating. A report preserves its generation-time snapshot, including any limits in that evidence. A later website change does not rewrite an older report. Compare the observation and generation times when explaining a result to a client.

Report timestamps are labelled UTC. Scheduled report emails are unavailable; select Send explicitly for each report you want distributed. PDF download remains available when email is unsuitable. For problems, use report troubleshooting.