For AI agents: a documentation index is available at https://docs.coverbase.com/llms.txt. This page is also available in markdown by appending .md to the URL.
Coverbase produces two kinds of assessment deliverable. Standard exports give you a fixed, complete dump of an assessment. Custom Word report templates give you a document that looks exactly like your firm’s house report, filled in automatically from live assessment data.
Reporting surfaces
Custom Word report templates
Upload a
.docx file containing placeholders. Coverbase clones it per assessment, substitutes vendor, assessment, service, review, and finding data, and returns a finished Word document.Placeholder reference
Every placeholder you can write in a template, what it resolves to, and how it is formatted.
Standard PDF export
A fixed-layout PDF of a single assessment, no template required. Choose an executive summary, standard, or full export, and toggle sections such as findings, reviews, follow-ups, notes, evidence snippet images, and the activity log.
Assessment spreadsheet export
One assessment’s evaluations as
.xlsx or .csv, from Export as Excel or Export as CSV on the assessment. Toggle the executive summary, follow-ups, notes, activity log, SLA timings and reviews. The .xlsx can also carry a sheet of the evidence behind each evaluation.Bulk spreadsheet exports
Org-level
.xlsx exports covering many assessments at once: a filtered list of assessments, or every assessment result within a date range. These are not per-assessment exports and have no section toggles.Export API
Pull the underlying assessment, evaluation, and finding objects as JSON and build reporting in your own BI or GRC stack.
Due-diligence file
The complete file for one third party: a full vendor report covering profile, assessments, findings, contracts, obligations, documents, monitoring, notes and the audit trail, plus the document archive behind it.
Which one to use
How a custom report is generated
1
An admin uploads a template
A
.docx file with placeholders is uploaded once, from the Assessment report templates panel in Configuration > Assessment Settings, and reused across assessments.2
An analyst exports an assessment against that template
From the assessment page, choose Export, then Export as Word, and pick the template and a filename. The request returns immediately with a document ID; generation runs as a background job.
3
Coverbase resolves the placeholders
Static placeholders are read straight from the database.
{{agent::...}} placeholders are answered by an LLM that has the assessment loaded as context. Findings table rows are cloned once per finding.4
The finished document lands in your documents
The generated
.docx is stored as an org document. The export dialog tracks progress and offers the download when the job completes.Custom Word report templates are gated per organization. If the export option is not visible on the assessment page, an admin needs to turn on Assessment report templates in Configuration > Assessment Settings. If it is visible but disabled, the assessment has no results to export yet (it is still collecting documents or being analyzed), or your role lacks permission to export assessments.
Terminology
The mechanism has a few names in the wild. This documentation uses placeholder throughout.
The syntax resembles Mustache but is not Mustache. There are no sections, no partials, no inverted blocks, and no nesting. Everything Coverbase supports is listed in the placeholder reference.