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.
Designed for Professionals
- Strategy consultants delivering client-ready deliverables
- Research analysts producing market intelligence
- Business leaders creating executive briefings
- Content creators building premium report products
- Teams collaborating on complex research projects
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 Type | Description | Use Case |
|---|---|---|
| Text Block | Rich text with formatting, links, and inline styles | Narrative content, analysis, recommendations |
| Heading Block | Section titles with automatic outline integration | Document structure and navigation |
| Chart Block | Interactive data visualizations with multiple chart types | Quantitative analysis, trends, comparisons |
| Table Block | Structured data with sorting and formatting options | Data summaries, feature comparisons, metrics |
| Image Block | Photos, diagrams, and screenshots with captions | Visual evidence, product screenshots, diagrams |
| Quote Block | Highlighted quotations with attribution | Expert opinions, customer testimonials, sources |
| Callout Block | Highlighted information boxes (tip, warning, info) | Key insights, recommendations, caveats |
| Divider Block | Visual separators between sections | Content organization and visual breaks |
| AI Block | AI-generated content based on prompts | Research summaries, analysis, recommendations |
| Embed Block | External 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.
Insert AI Block
Write Your Prompt
Select Data Sources
Generate & Refine
Convert to Editable
Maximize AI Quality
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:
| Feature | Options | Application |
|---|---|---|
| Color Themes | Custom palettes, brand colors, preset themes | All charts, highlights, and accent elements |
| Typography | Font families, sizes, weights, line heights | Headings, body text, captions, and labels |
| Logo & Header | Custom logos, header layouts, page numbering | Cover pages, headers, and footers |
| Page Layout | Margins, columns, page sizes, orientation | Print and PDF export formatting |
| Templates | Save and reuse styling configurations | Consistent branding across reports |
Brand Presets
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:
| Format | Features | Best For |
|---|---|---|
| High-fidelity export with all formatting preserved | Client deliverables, printing, formal distribution | |
| Web Link | Interactive online version with analytics | Stakeholder sharing, public reports, embedded charts |
| Word/DOCX | Editable document format | Collaborative editing in Microsoft Office |
| PowerPoint | Slide deck generation from report sections | Presentation preparation |
| Markdown | Plain text with formatting | Developer documentation, GitHub integration |
| HTML | Web-ready export with embedded styles | Website integration, CMS publishing |
Best Practices#
Create more effective reports with these guidelines:
Start with Structure
Lead with Insights
Use Visuals Strategically
Maintain Consistency
Include Action Items
Review Before Sharing
Common Mistakes
- Wall of text: Break up long sections with visuals and callouts
- Unlabeled charts: Always include clear titles, legends, and source citations
- Missing context: Provide background for readers who may not have full context
- No executive summary: Always include a summary for time-pressed readers