Each Risk Assessment Template in Serenity can be configured to generate customized, exportable PDF reports. These reports summarize key information from completed risk assessments — including entity details, hazards, controls, and overall risk scores — and are often used for audits, communication with stakeholders, and recordkeeping.
Using the Report Designer tab, template owners can control exactly which sections and data fields appear on the exported PDF, ensuring reports are consistent with organizational reporting standards and regulatory requirements.
Accessing the Report Designer
To configure the report layout for a Risk Assessment Template:
Navigate to Risk Assessments → Assessment Templates.
Select the desired template (for example, Job Hazard Analysis).
Open the Report Designer tab.
The screen is divided into two areas:
Report Settings on the left, where you select report templates and define layout options.
Preview on the right, which provides a live preview of how the PDF report will appear when exported.
Selecting or Creating a Report Template
If a report template already exists, it will appear in the list under Select a report template. You can select an existing report to modify, or click + New report template to create a new one specific to your risk assessment type.
Each report template includes metadata such as:
Template language – The language used for all report labels and headings.
Page size – The paper format for PDF export (e.g., Letter or A4).
When you select a report, Serenity loads it in the preview pane so you can immediately see any layout or content adjustments you make.
Previewing a Report
To generate a live preview, Serenity requires an example assessment record from the same template.
When prompted, select an existing assessment record and click Submit. The system will use the data from that assessment to populate the report preview.
This allows you to verify the layout and ensure all relevant sections display correctly before finalizing your configuration.
Configuring the Report Layout
The Layout tab under Report Settings controls which sections and data fields appear in the final PDF.
Commonly configured sections include:
Overview – Displays general assessment details such as assessment number, template name, entity, establishment, and closure date.
Scope – Lists the site or operational details relevant to the assessment, such as establishment name, address, assessed entity, etc.
Summary – Displays the severity, likelihood, and exposure input options, overall risk levels, and a risk matrix.
Hazards – Includes hazard-specific information such as inherent risk, residual risk, and control effectiveness.
Issues – Summarizes findings, actions, and their status or due dates.
All Responses – Displays detailed responses to each assessed control.
Media and Signature – Adds attached photos, diagrams, and approval signatures if required.
Each section includes toggles to show or hide components and gear icons to configure which data fields appear.
As you enable or disable options, the Preview pane refreshes automatically to display an updated version of the report.
Exporting and Testing the Report
Once your layout is finalized:
Click Preview PDF in the upper right corner to generate a sample export.
Review the resulting PDF to confirm formatting, alignment, and content accuracy.
Save your configuration to apply it to all future assessments using this template.
Every time a user completes a risk assessment from this template, Serenity automatically uses the configured report design for all exports and downloads.
By configuring exportable PDF reports, Serenity administrators ensure that every completed risk assessment produces a clear, consistent, and professional summary — ready for sharing, auditing, or archiving.