Creating Your First Report
A comprehensive step-by-step guide to generating your first AI-powered report with PromptReports. Learn how to leverage templates, configure AI settings, and produce professional-quality reports.
Overview#
PromptReports transforms the way you create data-rich, insightful reports. Instead of spending hours researching and writing, our AI-powered platform helps you generate comprehensive reports in minutes. This guide walks you through creating your first report from start to finish.
Save Time
Generate reports in minutes instead of hours or days.
AI-Powered
Leverage advanced LLMs for intelligent content generation.
Professional Quality
Create polished, executive-ready reports every time.
Before You Begin
Step 1: Choose a Template#
Templates are pre-configured report structures designed for specific use cases. They include optimized prompts, suggested sections, and formatting tailored to different report types.
Navigate to Report Builder
Browse Template Library
Preview Templates
Select Your Template
| Category | Example Templates | Best For |
|---|---|---|
| Market Research | Industry Analysis, Market Sizing, Consumer Trends | Strategic planning, investment decisions |
| Competitive Intelligence | Competitor Analysis, SWOT Analysis, Battle Cards | Sales enablement, product strategy |
| Business Analysis | Financial Review, KPI Dashboard, Quarterly Report | Executive reporting, board presentations |
| Technical Reports | Architecture Review, Security Audit, Performance Analysis | Engineering teams, technical documentation |
| Content & Marketing | Content Strategy, Campaign Analysis, SEO Report | Marketing teams, content planning |
Start with a Template
Step 2: Configure Your Report#
After selecting a template, configure the basic settings and parameters for your report. These settings influence how the AI generates content.
Set Report Title
Define the Topic/Subject
- Good: "Q4 2024 Market Analysis for Electric Vehicle Battery Technology in North America"
- Less specific: "EV market report"
Select AI Model
- GPT-4o: Best for nuanced analysis and complex reasoning
- Claude 3.5 Sonnet: Excellent for detailed, well-structured content
- Llama 3.1: Fast generation for simpler reports
- Custom: Configure your own model via OpenRouter
Adjust Generation Settings
- Temperature: Lower (0.1-0.3) for factual reports, higher (0.7-0.9) for creative content
- Max Length: Set the target length for generated sections
- Tone: Choose from Professional, Conversational, Technical, or Executive
{
"title": "Competitive Analysis: Cloud Storage Market 2024",
"subject": "Cloud storage providers including AWS S3, Google Cloud Storage, Azure Blob Storage",
"model": "claude-3-5-sonnet",
"settings": {
"temperature": 0.3,
"maxTokens": 4000,
"tone": "professional"
},
"sections": [
"Executive Summary",
"Market Overview",
"Competitor Profiles",
"Feature Comparison",
"Pricing Analysis",
"SWOT Analysis",
"Recommendations"
]
}Step 3: Add Your Data Sources#
PromptReports can incorporate various data sources to enrich your reports with accurate, relevant information. The more context you provide, the better your results.
Document Upload
Upload PDFs, Word docs, or text files to include specific information.
Data Connections
Connect to databases, spreadsheets, or APIs for live data.
Web Research
Enable AI to search the web for current information.
Charts & Visualizations
Import data for automatic chart generation.
Upload Supporting Documents
Add Context Information
Enable Web Research (Optional)
Import Data for Charts
Data Privacy
Step 4: Generate with AI#
With your template selected, settings configured, and data sources added, you're ready to generate your report. PromptReports uses advanced AI to create comprehensive, well-structured content.
Review Your Configuration
Click "Generate Report"
Monitor Progress
- Current section being processed
- Estimated time remaining
- Token usage statistics
Stream Results
Generation Time
Step 5: Review & Edit#
Once generated, review your report and make any necessary edits. PromptReports provides a powerful editor with AI-assisted refinement tools.
Review Generated Content
Use the Rich Text Editor
- Formatting: Bold, italic, headings, lists, tables
- Media: Images, charts, embedded content
- Comments: Add notes and feedback for collaborators
Regenerate Sections
AI Refinement
- "Make this more concise"
- "Add more detail about [topic]"
- "Rewrite in a more formal tone"
Add Visualizations
Version History
Step 6: Export & Share#
Finished reports can be exported in multiple formats or shared directly with stakeholders.
Export Options
Download as PDF, Word (DOCX), or Markdown format.
Share Link
Generate a secure, shareable link for stakeholders.
Presentation Mode
View your report in a clean, presentation-ready format.
Automation
Schedule recurring report generation and delivery.
Export to PDF
Create Shareable Link
Send Email Report
Archive to Google Drive
Congratulations!
Report Types#
PromptReports supports various report types, each optimized for specific use cases and audiences.
| Report Type | Description | Typical Length | Best Audience |
|---|---|---|---|
| Executive Summary | High-level overview with key findings and recommendations | 2-4 pages | C-suite, Board members |
| Deep Dive Analysis | Comprehensive research with detailed methodology and data | 10-30 pages | Analysts, Researchers |
| Trend Scan | Quick snapshot of emerging trends and market movements | 3-5 pages | Strategy teams, Product managers |
| Competitive Brief | Focused analysis of specific competitors | 5-10 pages | Sales, Product teams |
| Industry Report | Broad market overview with multiple segments | 15-50 pages | Investors, Market researchers |
| Custom Report | Fully customizable structure for unique requirements | Variable | Any audience |
Tips for Better Reports#
Follow these best practices to get the most out of PromptReports:
Be Specific
The more specific your topic and context, the better the AI can tailor the content to your needs.
Provide Data
Upload relevant documents and data sources for more accurate, grounded reports.
Always Review
AI-generated content should always be reviewed for accuracy before sharing.
Iterate
Use regeneration and refinement features to improve sections that don't meet expectations.
Pro Tip
Next Steps#
Now that you've created your first report, explore these advanced features to become a PromptReports power user: