Export and Reporting

Decisio provides tools for viewing, exporting, and reporting on your decision-making history. This documentation covers how to access your data for compliance and audit purposes.

Viewing resolution history

Resolution detail view

Each resolution includes a comprehensive history timeline:

1. Navigate to the resolved motion or resolution

2. View the Resolution panel

3. See the complete record including:

   • Original motion text

   • All votes with timestamps

   • Vote rationale (where provided)

   • Resolution timestamp

   • Current status (active, voided, superseded)

Resolution record showing complete decision history

Issue history

Issues display their full lifecycle:

• All proposed motions

• Discussion and comments

• Status changes

• Participant activity

• Final outcome

Issue page showing complete history and lifecycle

Workspace activity

Workspace administrators can view organization-wide patterns:

• Recent decisions across all projects

• Active voting sessions

• Resolution statistics

• Member participation

Project overview showing workspace activity

Current export options

Resolution records

View and copy individual resolution records directly from the platform:

1. Open the resolution

2. Use your browser's print function for a formatted record

3. Save as PDF for offline archival

Issue summaries

Capture complete issue context including:

• Issue description and background

• All proposed motions

• Voting outcomes

• Discussion threads

• Attached exhibits

Compliance reporting

Audit preparation

When preparing for an audit, you can:

1. Identify relevant decisions: Use search and filters to locate decisions by date, project, or topic

2. Review resolution details: Examine the full deliberation record for each decision

3. Document the process: Capture screenshots or PDFs of the decision record

4. Verify completeness: Confirm all votes and participants are recorded

Regulatory submissions

For regulatory filings, Decisio records provide:

• Evidence of proper governance processes

• Documentation of voting outcomes

• Attribution for accountability

• Timestamped decision history

Board reporting

Generate board reports by:

1. Filtering decisions by date range

2. Reviewing resolutions in the relevant period

3. Compiling decision summaries for board packages

4. Including vote tallies and outcomes

Data access

API access

Programmatic access to your data is available for organizations that need to integrate Decisio with other systems. Contact support for API documentation and access.

Data portability

You own your data. Upon request, Decisio can provide a complete export of your workspace data in standard formats for:

• Migration to other systems

• Archival purposes

• Legal discovery

• Regulatory requirements

Best practices for record keeping

During active use

• Complete decisions promptly: Avoid leaving motions open indefinitely

• Use descriptive titles: Make records self-explanatory for future reference

• Attach exhibits: Include supporting documents at decision time

• Provide vote rationale: Capture reasoning while it's fresh

For audit readiness

• Regular reviews: Periodically review recent decisions for completeness

• Consistent processes: Use standard workflows across your organization

• Train participants: Ensure team members understand proper documentation practices

• Test exports: Familiarize yourself with export options before you need them urgently

For long-term archival

• Document retention policies: Determine how long decisions should be retained

• Periodic backups: Request data exports for offline archival

• Access controls: Ensure appropriate personnel can access historical records

• Succession planning: Document how to access records if key personnel change

Support for compliance needs

If you have specific compliance requirements, our team can help:

• Custom data exports: Formatted for your regulatory requirements

• Audit support: Documentation of platform capabilities and controls

• Compliance documentation: SOC 2 and other compliance attestations (contact us for current status)

Contact [e-mail] for compliance-related inquiries.

Next steps

• Audit Trail Overview - Understand what's captured

• Resolution Immutability - Learn about record integrity

• Data Privacy - Review our data handling practices