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Report Builder

Create professional, data-rich reports with our intuitive drag-and-drop builder featuring AI-assisted content generation and dynamic visualizations.

What is the Report Builder?#

The Report Builder is PromptReports' core authoring environment for creating professional reports, analyses, and intelligence documents. It combines the flexibility of a rich text editor with the power of AI-assisted content generation, dynamic data visualization, and collaborative workflows.

Whether you're creating a one-time strategic analysis or building a template for recurring reports, the Report Builder provides all the tools you need to produce publication-quality output that can be exported to PDF, shared online, or integrated into automated workflows.

Builder Interface#

The Report Builder interface is divided into several key areas:

Canvas Area

The main editing area where you compose your report using a block-based WYSIWYG editor with real-time preview.

Block Toolbar

Quick-access toolbar for inserting content blocks, charts, images, and AI-generated sections.

Style Panel

Control fonts, colors, spacing, and branding elements to match your organization's style guidelines.

Document Outline

Navigate complex documents easily with an auto-generated outline of sections and headings.

Content Blocks#

Reports are composed of modular content blocks that can be arranged, styled, and configured independently:

Block TypeDescriptionUse Case
Text BlockRich text with formatting, links, and inline stylesNarrative content, analysis, recommendations
Heading BlockSection titles with automatic outline integrationDocument structure and navigation
Chart BlockInteractive data visualizations with multiple chart typesQuantitative analysis, trends, comparisons
Table BlockStructured data with sorting and formatting optionsData summaries, feature comparisons, metrics
Image BlockPhotos, diagrams, and screenshots with captionsVisual evidence, product screenshots, diagrams
Quote BlockHighlighted quotations with attributionExpert opinions, customer testimonials, sources
Callout BlockHighlighted information boxes (tip, warning, info)Key insights, recommendations, caveats
Divider BlockVisual separators between sectionsContent organization and visual breaks
AI BlockAI-generated content based on promptsResearch summaries, analysis, recommendations
Embed BlockExternal content (videos, widgets, iframes)Demo videos, interactive tools, external data

AI Content Generation#

The Report Builder integrates PromptReports' AI capabilities directly into the editing experience:

AI Writing Assistant

Generate drafts, expand outlines, or rewrite sections with AI assistance while maintaining your voice and style.

Smart Suggestions

Receive AI-powered suggestions for improving clarity, adding supporting data, or strengthening arguments.

Research Integration

Pull insights from your trend analyses, custom research, and data sources directly into your report.

Tone Adjustment

Transform content between executive summary, technical detail, or marketing-friendly styles.

1

Insert AI Block

Click the AI block button in the toolbar to add an AI-assisted content section to your report.
2

Write Your Prompt

Describe what content you need, including context about your audience, desired length, and key points to cover.
3

Select Data Sources

Optionally connect trend scans, research data, or uploaded documents for the AI to reference.
4

Generate & Refine

Generate the content and iterate with feedback. You can regenerate, edit manually, or ask for variations.
5

Convert to Editable

Once satisfied, convert the AI block to standard text blocks for final editing and formatting.

Data Visualization#

Create compelling charts and graphs to illustrate your data and findings:

Bar & Column Charts

Compare values across categories with horizontal or vertical bar charts.

Line Charts

Show trends over time with single or multi-series line visualizations.

Pie & Donut Charts

Display proportional data and market share distributions.

Area Charts

Visualize cumulative trends and stacked comparisons.

Data Tables

Present detailed data with sorting, filtering, and conditional formatting.

Scatter Plots

Analyze correlations and distributions in your datasets.

All charts support data import from CSV, Excel, or direct data entry. Charts remain editable and will update automatically when source data changes.

Styling & Branding#

Customize your reports to match your brand identity:

FeatureOptionsApplication
Color ThemesCustom palettes, brand colors, preset themesAll charts, highlights, and accent elements
TypographyFont families, sizes, weights, line heightsHeadings, body text, captions, and labels
Logo & HeaderCustom logos, header layouts, page numberingCover pages, headers, and footers
Page LayoutMargins, columns, page sizes, orientationPrint and PDF export formatting
TemplatesSave and reuse styling configurationsConsistent branding across reports

Collaboration#

Work together with your team on complex reports:

Real-Time Editing

Multiple team members can edit simultaneously with live cursors and instant sync.

Version History

Track all changes with full version history. Restore previous versions or compare changes.

Comments & Feedback

Leave contextual comments on specific sections for review and discussion.

Access Controls

Set viewer, commenter, or editor permissions for team members and external collaborators.

Export Options#

Share your finished reports in multiple formats:

FormatFeaturesBest For
PDFHigh-fidelity export with all formatting preservedClient deliverables, printing, formal distribution
Web LinkInteractive online version with analyticsStakeholder sharing, public reports, embedded charts
Word/DOCXEditable document formatCollaborative editing in Microsoft Office
PowerPointSlide deck generation from report sectionsPresentation preparation
MarkdownPlain text with formattingDeveloper documentation, GitHub integration
HTMLWeb-ready export with embedded stylesWebsite integration, CMS publishing

Best Practices#

Create more effective reports with these guidelines:

1

Start with Structure

Outline your report sections before adding content. A clear structure helps readers navigate and ensures comprehensive coverage.
2

Lead with Insights

Put key findings and recommendations at the beginning. Busy executives often only read the first few pages.
3

Use Visuals Strategically

Charts should illustrate key points, not just display data. Every visualization should support a specific insight.
4

Maintain Consistency

Use consistent heading styles, chart colors, and terminology throughout. Inconsistency undermines credibility.
5

Include Action Items

End sections with clear recommendations or next steps. Reports that drive action are more valuable than those that just inform.
6

Review Before Sharing

Use the preview mode to check formatting, especially for PDF export. Have a colleague review for clarity and errors.