> ## Documentation Index
> Fetch the complete documentation index at: https://tonic-ai.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# One-Click Audit Reports

> Automated audit report generation with CDM event exploration

## Overview

The One-Click Audit Reports feature provides automated audit report generation, CDM event exploration, policy decision tracking, and comprehensive compliance verification. Reports can be exported in multiple formats (PDF, CSV, JSON, XLSX).

**Code Reference**: `app/services/audit_report_service.py`, `app/api/auditor_routes.py`\
**Frontend**: `client/src/apps/auditor/AuditReportGenerator.tsx`, `client/src/apps/auditor/AuditorRouter.tsx`

***

## Key Features

### Report Generation

* **Automated Generation**: One-click report generation
* **Multiple Templates**: Standard, comprehensive, and executive templates
* **Customizable Sections**: Include/exclude report sections
* **Date Range Filtering**: Filter by date range
* **Entity Selection**: Generate reports for specific deals, loans, or filings

**Code Reference**: `app/services/audit_report_service.py`

### CDM Event Explorer

* **Event Browsing**: Browse and filter CDM events
* **Event Types**: Filter by event type (TradeExecution, PolicyEvaluation, etc.)
* **Transaction Linking**: Link events to transactions
* **Event Details**: View complete CDM event data
* **Related Events**: Navigate related events

**Code Reference**: `client/src/apps/auditor/CDMEventExplorer.tsx`

### Policy Decisions Explorer

* **Decision Tracking**: Track all policy decisions
* **Decision Types**: Filter by decision (ALLOW, BLOCK, FLAG)
* **Rule Analysis**: Analyze which rules were applied
* **Evaluation Trace**: View complete evaluation trace
* **Transaction Context**: View transaction context for decisions

**Code Reference**: `client/src/apps/auditor/PolicyDecisionsExplorer.tsx`

### Export Functionality

* **Multiple Formats**: Export in PDF, CSV, JSON, XLSX
* **Custom Exports**: Customize export format and content
* **Batch Export**: Export multiple reports at once
* **Scheduled Exports**: Schedule automatic report exports

**Code Reference**: `app/services/audit_export_service.py`

***

## Report Types

### Overview Report

Comprehensive overview of all audit activity:

* Total audit logs
* Policy decisions summary
* CDM events count
* Activity trends
* User activity summary

### Deal Report

Audit trail for specific deal:

* Deal information
* All related audit logs
* Policy decisions
* CDM events
* Document history

### Loan Report

Audit trail for specific loan:

* Loan information
* Verification history
* Policy decisions
* CDM events
* Recovery actions

### Filing Report

Audit trail for regulatory filing:

* Filing information
* Filing status
* Policy decisions
* CDM events
* Compliance verification

### Custom Report

Customizable report with selected sections:

* Custom date range
* Custom entity selection
* Custom section selection
* Custom template

**Code Reference**: `app/services/audit_report_service.py`

***

## Workflow

### 1. Generate Report

1. **Select Report Type**: Choose report type (overview, deal, loan, filing, custom)
2. **Set Date Range**: Select date range for report
3. **Select Entities**: Choose specific entities (if applicable)
4. **Choose Template**: Select report template
5. **Configure Sections**: Include/exclude report sections
6. **Generate**: Generate report

### 2. Review Report

1. **View Report**: Review generated report
2. **Explore Events**: Navigate CDM events
3. **Analyze Decisions**: Review policy decisions
4. **Verify Compliance**: Verify compliance status
5. **Export**: Export report in desired format

### 3. Export Report

1. **Select Format**: Choose export format (PDF, CSV, JSON, XLSX)
2. **Configure Export**: Set export options
3. **Download**: Download exported report
4. **Archive**: Archive report for future reference

***

## API Endpoints

### Generate Audit Report

<Endpoint method="POST" path="/api/auditor/reports/generate" />

Generate an audit report.

**Request Body**:

```json theme={null}
{
  "report_type": "overview",
  "date_range": {
    "start": "2026-01-15T00:00:00Z",
    "end": "2026-12-31T23:59:59Z"
  },
  "entity_selection": {
    "type": "deal",
    "ids": [1, 2, 3]
  },
  "template": "comprehensive",
  "include_sections": {
    "audit_logs": true,
    "policy_decisions": true,
    "cdm_events": true,
    "statistics": true
  }
}
```

**Response**: Generated report data

**Code Reference**: `app/api/auditor_routes.py`

### Export Report

<Endpoint method="GET" path="/api/auditor/reports/{report_id}/export" />

Export a generated report.

**Query Parameters**:

* `format`: Export format (pdf, csv, json, xlsx)

**Response**: File download

### Get CDM Events

<Endpoint method="GET" path="/api/auditor/cdm-events" />

Browse and filter CDM events.

**Query Parameters**:

* `event_type`: Filter by event type
* `transaction_id`: Filter by transaction ID
* `start_date`: Start date filter
* `end_date`: End date filter
* `page`: Page number
* `limit`: Items per page

**Response**: Paginated list of CDM events

### Get Policy Decisions

<Endpoint method="GET" path="/api/auditor/policy-decisions" />

Browse and filter policy decisions.

**Query Parameters**:

* `decision`: Filter by decision (ALLOW, BLOCK, FLAG)
* `rule_applied`: Filter by rule name
* `transaction_type`: Filter by transaction type
* `start_date`: Start date filter
* `end_date`: End date filter
* `page`: Page number
* `limit`: Items per page

**Response**: Paginated list of policy decisions

**Code Reference**: `app/api/auditor_routes.py`

***

## User Interface

### Auditor Router

**Location**: `client/src/apps/auditor/AuditorRouter.tsx`

**Features**:

* **Dashboard**: Audit dashboard with statistics
* **Report Generator**: Report generation interface
* **CDM Event Explorer**: CDM event browsing
* **Policy Decisions Explorer**: Policy decision tracking
* **Export Interface**: Report export interface

### Audit Report Generator

**Location**: `client/src/apps/auditor/AuditReportGenerator.tsx`

**Features**:

* **Report Configuration**: Configure report parameters
* **Template Selection**: Choose report template
* **Section Selection**: Include/exclude sections
* **Preview**: Preview generated report
* **Export**: Export report in multiple formats

**Code Reference**: `client/src/apps/auditor/`

***

## Permissions

All auditor endpoints require `AUDIT_VIEW` permission. Export endpoints require `AUDIT_EXPORT` permission.

**Code Reference**: `app/core/permissions.py`

***

## Best Practices

1. **Regular Reports**: Generate reports regularly for compliance
2. **Date Range Selection**: Use appropriate date ranges
3. **Entity Filtering**: Filter by specific entities when needed
4. **Template Selection**: Choose appropriate template for audience
5. **Export Archiving**: Archive exported reports for audit trail

***

## Additional Resources

* [Auditor API Reference](/api-reference/auditor)
* [CDM Compliance](/compliance/cdm-compliance)
* [Policy Compliance](/compliance/policy-compliance)

***

**Last Updated**: 2026-01-14\
**Code Reference**: `app/services/audit_report_service.py`, `app/api/auditor_routes.py`, `client/src/apps/auditor/`