What is PromptReports.AI?

PromptReports.AI is an AI-powered platform that creates professional executive research reports in minutes. It provides market analysis, financial reports, and strategic intelligence customized for your business needs.

How does AI report generation work?

Our platform uses advanced AI models to analyze your input data and generate comprehensive research reports. Simply provide your topic or data, select a report template, and our AI creates a professional document with insights, analysis, and recommendations.

What types of reports can I create?

You can create market analysis reports, competitive intelligence reports, trend scanning reports, financial analysis, strategic assessments, and custom research reports tailored to your specific industry or topic.

Yes, we prioritize data security. All data is encrypted in transit and at rest. We do not share your data with third parties, and you maintain full ownership of all reports generated on our platform.

Platform Settings

Admin

Configure your PromptReports platform with branding, integrations, security policies, and system preferences. Customize the platform to match your organization's needs.

Platform Settings Overview#

Platform Settings provide centralized control over how your PromptReports instance operates. From branding and appearance to security policies and third-party integrations, these settings shape the experience for all users on your platform. Changes to settings typically take effect immediately, though some may require users to refresh their browsers.

Branding

Customize logos, colors, and appearance to match your brand identity.

Integrations

Connect external services like Slack, Google Drive, and analytics tools.

Security

Configure authentication, access controls, and compliance settings.

Settings Impact

Some settings affect all users on the platform. Review changes carefully before saving, especially security and authentication settings. Consider testing in a staging environment first.

Branding & Appearance#

Customize your platform's visual identity to create a cohesive experience for your users. Branding settings allow you to apply your organization's colors, logos, and styling across the entire application.

Setting	Description	Format
Logo	Primary logo displayed in header and login page	PNG/SVG, max 2MB
Favicon	Browser tab icon	ICO/PNG, 32x32 or 16x16
Primary Color	Main accent color for buttons and highlights	Hex color code
Secondary Color	Supporting accent color	Hex color code
Dark Mode Logo	Alternative logo for dark theme	PNG/SVG, max 2MB
Login Background	Custom background for authentication pages	JPG/PNG, max 5MB
Email Header	Logo displayed in transactional emails	PNG, 600px wide max

Live Preview

See branding changes in real-time before applying them to the platform.

Theme Presets

Choose from pre-built theme presets or create custom color schemes.

Brand Consistency

Upload high-resolution logos for best results across all screen sizes. Use SVG format when possible for crisp rendering at any scale.

Integrations#

Connect PromptReports with your existing tools and services to streamline workflows and enhance functionality. Each integration can be configured independently with its own authentication and permissions.

Communication

Slack, Microsoft Teams, Email providers for notifications and sharing.

Storage

Google Drive, Dropbox, AWS S3 for file storage and backups.

Automation

Zapier, Make, n8n for workflow automation and triggers.

Select integration

Browse available integrations and click on the one you want to configure.

Authenticate

Configure permissions

Select which features and data the integration can access.

Test connection

Use the test button to verify the integration is working correctly.

Enable integration

Toggle the integration on to make it active for your platform.

Integration	Features	Authentication
Google Workspace	Drive storage, Calendar scheduling, SSO	OAuth 2.0
Microsoft 365	OneDrive, Outlook, Teams notifications	OAuth 2.0
Slack	Notifications, report sharing, commands	OAuth 2.0
Salesforce	CRM data sync, lead scoring reports	OAuth 2.0
HubSpot	Marketing data, contact sync	API Key
Stripe	Payment processing, billing management	API Key
OpenAI	GPT models for report generation	API Key
Anthropic	Claude models for analysis	API Key

Security Settings#

Security settings control authentication requirements, access policies, and compliance features. Properly configured security settings protect your organization's data and ensure regulatory compliance.

Authentication

Configure password policies, SSO providers, and MFA requirements.

Session Management

Set session timeouts, concurrent login limits, and device restrictions.

Access Control

IP allowlists, geographic restrictions, and domain validation.

Compliance

Data retention policies, audit logging, and export controls.

Setting	Description	Recommended
Password Minimum Length	Minimum characters required for passwords	12 characters
Password Complexity	Require mixed case, numbers, symbols	Enabled
MFA Requirement	Two-factor authentication policy	Required for admins
Session Timeout	Automatic logout after inactivity	30 minutes
Login Attempts	Failed attempts before account lockout	5 attempts
Lockout Duration	Time account remains locked	15 minutes
SSO Enforcement	Require SSO for all users	Based on org policy
IP Allowlist	Restrict access to specific IP ranges	Optional

Critical Security Settings

Changes to authentication and security settings can lock users out. Always ensure at least one admin account can access the platform before enforcing strict policies. Consider gradual rollout for major security changes.

Email Configuration#

Configure how PromptReports sends emails to users. You can use the default email service or connect your own SMTP server for custom branding and deliverability control.

SMTP Configuration

Connect your own mail server for transactional emails.

Notification Preferences

Configure which events trigger email notifications.

Configure sender name and reply-to address
Set up SMTP credentials (host, port, username, password)
Enable TLS/SSL encryption for secure delivery
Test email delivery with a verification message
Customize email templates with your branding

API & Webhooks#

Manage API access and configure webhooks for real-time event notifications. These settings control how external applications interact with your PromptReports platform.

API Keys

Generate and manage API keys for programmatic access.

Webhooks

Configure endpoints to receive real-time event notifications.

Rate Limits

Set API rate limits to prevent abuse and ensure fair usage.

Endpoints

View available API endpoints and their documentation.

Webhook Event	Description	Payload
report.created	New report generated	Report ID, creator, timestamp
report.published	Report published or shared	Report ID, visibility, recipients
user.created	New user account created	User ID, email, role
user.deactivated	User account deactivated	User ID, reason, deactivated_by
template.created	New template created	Template ID, creator, category
subscription.changed	Billing subscription updated	Plan, previous_plan, effective_date

Webhook Security

All webhook payloads are signed with HMAC-SHA256. Verify signatures in your webhook handler to ensure requests originate from PromptReports.

Billing & Subscription#

Manage your subscription plan, billing information, and payment methods. View usage metrics and upgrade or downgrade your plan as needed.

Payment Methods

Add, remove, or update credit cards and payment methods.

Invoices

View and download past invoices for accounting and records.

Plan Feature	Starter	Professional	Enterprise
Users	5	25	Unlimited
Reports/month	50	500	Unlimited
Storage	10 GB	100 GB	1 TB
API Access	Limited	Full	Full + Priority
Support	Email	Priority Email	24/7 Dedicated
SSO	No	Yes	Yes + Custom
Audit Logs	30 days	1 year	7 years

Advanced Settings#

Advanced settings provide fine-grained control over platform behavior. These settings are intended for technical administrators and should be modified with caution.

Localization

Configure default language, timezone, and date formats.

Data Retention

Set policies for automatic data cleanup and archival.

Performance

Configure caching, CDN settings, and performance optimizations.

Export Settings

Configure default export formats and watermarking options.

Settings Backup

Before making significant changes, use the "Export Settings" feature to create a backup of your current configuration. This allows quick restoration if issues arise.

Feature flags for enabling/disabling platform features
Custom domain configuration for white-label deployments
Maintenance mode for planned downtime periods
Debug logging levels for troubleshooting
Cache invalidation controls for clearing stale data

PreviousUser Management

NextFAQ