What the PDF report contains

Senserity generates downloadable PDF reports that summarise everything the platform knows about a company at the time the report is created. These reports are designed to be shared with colleagues, auditors, procurement boards, and compliance teams who may not have access to the Senserity platform.

Report types

Senserity offers several report types, each tailored to a different use case. The report type determines how findings are weighted and which sections are emphasised:

Supplier Due Diligence. The most common type, designed for evaluating a potential or existing supplier. Emphasises financial stability, compliance, and operational risk.

Customer Credit Assessment. For evaluating the creditworthiness of a prospective customer or client. Emphasises financial health and payment behaviour.

Acquisition Target Report. For companies being assessed as potential acquisitions. Provides a comprehensive view across all risk categories.

Competitor Intelligence. For building a structured risk profile of a competitor. Focuses on publicly available data to build a comparative picture.

Partner & Subsidiary Monitoring. For ongoing monitoring of partners, joint ventures, or subsidiaries within a group structure.

Self-Assessment. For assessing your own company's risk profile as external parties would see it, useful for understanding how you appear to customers and investors.

Attestation Completion Report. A separate format that summarises the responses to an attestation questionnaire rather than insight test results.

Portfolio Report. A cross-portfolio overview that aggregates risk data across all companies on your watchlist (or a filtered subset). Instead of assessing a single company, it shows grade distributions, a category risk heatmap, company rankings, score trends, and red flags across the portfolio. The portfolio grade uses a risk-weighted scoring model where higher-risk companies (Grade D and E) influence the overall grade more heavily than low-risk companies, so the portfolio grade reflects the true risk exposure rather than being diluted by a large number of low-risk entries.

Each report type uses its own weighting model. A Supplier Due Diligence report may weight financial and compliance categories more heavily, while an Acquisition Target Report distributes weight more evenly across all categories. This means the use-case-specific score shown on the report may differ from the overall risk score shown on the platform dashboard.

Company reports vs portfolio reports

The six company-level report types listed above each assess a single company. The portfolio report is different: it summarises risk across multiple companies simultaneously.

When you open the Generate Report dialog, the first choice is the report scope: Company Report or Portfolio Report. Selecting Company Report shows the familiar company selector and report type dropdown. Selecting Portfolio Report replaces those fields with a portfolio filter (to restrict the report to a specific label such as "Supplier" or "Customer") and a comparison period selector for trend analysis.

Portfolio reports have two detail levels: Summary (key stats, top 10 highest-risk companies, grade distribution) and Detailed (full company ranking, complete category heatmap, individual red flag breakdowns, and data coverage).

Portfolio report sections

A portfolio report contains the following sections:

Executive Summary. An AI-generated narrative overview of the portfolio's risk posture, including the weighted risk score, grade distribution, critical companies, and practical guidance.

Portfolio Risk Scorecard. Key statistics: total companies monitored, weighted risk score, portfolio grade, simple average score, number assessed, and total red flags.

Grade Distribution. A visual breakdown of how many companies fall into each grade band (A through E), shown as a stacked bar chart with a summary table.

Company Risk Ranking. Every company in the portfolio ranked by risk score, showing the grade, worst-performing category, and red flag count for each.

Category Risk Heatmap. A colour-coded matrix with companies down the rows and the nine risk categories across the columns. Each cell shows the category score, making it easy to spot where risk concentrates.

Red Flags. Aggregated red flags across the portfolio, grouped by company, with severity, category, and summary for each flag.

Score Movers. Companies whose risk score has changed most over the selected comparison period (vs last portfolio report, vs 30 days ago, or vs 90 days ago).

Active Alerts. Unacknowledged alerts across the portfolio, ordered by severity.

Data Quality and Coverage. Enrichment completeness across the portfolio: how many companies are fully assessed, partially enriched, or pending initial enrichment.

Company report sections

A standard insight report is structured into the following sections, in order. Not every section will appear in every report; sections are included based on the report type and whether relevant data is available.

Executive Summary. An AI-generated narrative overview of the company's risk profile, tailored to the report type. It summarises the overall assessment, highlights the most significant findings, notes positive indicators, and provides an actionable recommendation. The summary references specific test results and financial figures from the report data.

Key Findings. Critical and high severity test results that failed, listed across all sections. This gives the reader an immediate view of the most serious issues without needing to read through every section.

Risk Scorecard and Rating. The overall risk score (0 to 100), risk grade (A through E), and a breakdown of the nine category scores. Includes a radar chart showing the category score profile and a bar chart comparing category scores. If a use-case-specific weighted score has been calculated, it is shown alongside the overall score.

Company Overview. The company's registered details: name, number, status, incorporation date, registered office, company type, SIC codes with descriptions, and country of origin. Company logo is shown if available.

Financial Health. Financial data from filed accounts (net assets, shareholder funds, working capital, cash position, turnover, profitability) and Creditsafe data if available (credit score, credit rating, credit limit, probability of default, payment score, days beyond terms, payment trends).

Governance and Board. Director information, board composition, tenure, turnover rates, disqualified director checks, and governance structure findings.

Ownership and Control. PSC information, ownership structure, beneficial ownership checks, and corporate PSC analysis.

Regulatory Compliance. Filing compliance (accounts, confirmation statements), Companies House compliance status, and regulatory registration checks.

Sanctions Screening. Sanctions check results for the company, its directors, individual PSCs, and corporate PSCs. Includes match details, confidence levels, and designation information where matches are found.

Legal Proceedings. Court judgements, winding-up petitions, gazette notices, charges, and insolvency events. Includes historical and active proceedings.

Data Protection and ICO. ICO registration status, data protection officer checks, and privacy-related compliance findings.

Cyber and Web Security. Email authentication (SPF, DKIM, DMARC), SSL/TLS status, security headers, threat intelligence listings, CMS detection, and Cyber Essentials certification status.

Adverse Media. Company-level and individual-level adverse media screening results, including hit counts by category, risk levels, match confidence, and article details where available.

People Risk Assessment. Individual-level risk findings for directors and PSCs, including sanctions exposure, adverse media, disqualification checks, and network risk indicators.

ESG and Social Responsibility. Environmental enforcement (Environment Agency), gender pay gap reporting, modern slavery statements, social accreditations (Disability Confident, Armed Forces Covenant), and workforce indicators.

Health, Safety and Environment. HSE enforcement notices, prosecution results, improvement and prohibition notices, and safety record assessment.

Certifications and Standards. ISO certification status, Cyber Essentials, SSIP accreditations, and other recognised standards checks.

Public Sector Contracts. Public procurement contract data, tender history, and government contract relationships where available.

Charity Assessment. For registered charities, Charity Commission data including income, expenditure, trustee information, and regulatory findings.

Network and Corporate Structure. A visual network graph showing director and PSC connections to other companies, plus network risk test results covering contagion risk, concentrated control, and network stability. The graph is rendered as an inline SVG within the report.

Alerts and Change Detection. Recent alerts and status changes detected for the company, providing a timeline of significant events.

Peer Benchmarking. How the company's risk scores compare against peer companies in the same sector and size band, with category-level comparisons.

Data Quality and Coverage. An assessment of how much data is available for the company, which enrichments have been run, and where data gaps may affect the confidence of the overall assessment.

Detail levels

When generating a report, you can choose a detail level:

Brief. A shorter report that focuses on the executive summary, risk scorecard, key findings, and the most significant section results. Suitable for quick assessments or high-volume screening.

Regular. The standard level, including all relevant sections with their test results. This is the default.

Full. The most comprehensive option. Includes all sections, all test results (including those that passed), and optionally the full test descriptions explaining what each test checks and why it matters.

Section customisation

You can customise which sections are included when generating a report. The report type defines a set of default sections and conditional sections. Default sections are always included unless you remove them. Conditional sections are included only when they contain findings (warnings or failures), though you can add them manually if you want the clean results documented.

When to use a report

The most common use cases are:

Supplier onboarding. Attach a report to a procurement recommendation or approval request to show that due diligence has been performed.

Audit and compliance. Provide evidence that suppliers on your approved list have been screened. Many compliance frameworks require documented due diligence, and the PDF report serves as that documentation.

Board and management reporting. Share a summary of risk findings for key suppliers without requiring the reader to log in to the platform.

Third-party sharing. Send a report to someone outside your organisation who needs to review the risk profile, such as a client who requires evidence of your supply chain due diligence.

Report generation and credits

Generating a PDF report costs credits. The report reflects the data available at the time of generation. If you want the report to include the most recent enrichment data, run any pending paid enrichments before generating the report.

Each report receives a unique reference number (e.g. SR-2E44-20260429-0001), which appears on the cover page and in the footer of every page. Reports are versioned: regenerating a report for the same company increments the version number and links back to the previous version.

You can also label reports and add notes when generating them, which is useful for tracking which procurement decision or contract renewal prompted the report.

Freshness and validity

Each report includes a generation timestamp on the cover page and in the footer of every page. Because company data can change, a report is only as current as the date it was produced. Reports older than 90 days are flagged as potentially stale within the platform.

Senserity does not set an expiry date on reports. How long a report remains valid depends on your organisation's risk appetite and the requirements of any compliance framework you follow. Many procurement policies require due diligence to be refreshed annually or when a contract is renewed.

Last updated 1 May 2026.