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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.

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.

1

Navigate to Report Builder

Click Report Builder in the sidebar or go to /report-builder to access the report creation interface.
2

Browse Template Library

Click Browse Templates to explore our library of 180+ templates across 22 categories including business analysis, market research, competitive intelligence, and more.
3

Preview Templates

Click on any template to see a preview, including sample output, recommended use cases, and customization options.
4

Select Your Template

Click "Use This Template" to start building your report with the selected structure.
CategoryExample TemplatesBest For
Market ResearchIndustry Analysis, Market Sizing, Consumer TrendsStrategic planning, investment decisions
Competitive IntelligenceCompetitor Analysis, SWOT Analysis, Battle CardsSales enablement, product strategy
Business AnalysisFinancial Review, KPI Dashboard, Quarterly ReportExecutive reporting, board presentations
Technical ReportsArchitecture Review, Security Audit, Performance AnalysisEngineering teams, technical documentation
Content & MarketingContent Strategy, Campaign Analysis, SEO ReportMarketing teams, content planning

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.

1

Set Report Title

Enter a descriptive title for your report. This appears in the header and helps organize your reports.
2

Define the Topic/Subject

Specify the main subject of your report. Be specific for better results:
  • Good: "Q4 2024 Market Analysis for Electric Vehicle Battery Technology in North America"
  • Less specific: "EV market report"
3

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
4

Adjust Generation Settings

Fine-tune the AI's behavior:
  • 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
Example Report Configuration
json
{
  "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.

1

Upload Supporting Documents

Click Add Data Source > Upload Files to add relevant documents. Supported formats: PDF, DOCX, TXT, CSV, XLSX.
2

Add Context Information

Use the "Additional Context" field to provide background information, specific requirements, or constraints the AI should consider.
3

Enable Web Research (Optional)

Toggle "Web Research" to allow the AI to search for current information. This is especially useful for market data and news.
4

Import Data for Charts

If your report needs visualizations, upload CSV or connect to a data source for automatic chart generation.

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.

1

Review Your Configuration

Double-check your settings, topic, and data sources in the preview panel before generating.
2

Click "Generate Report"

Click the primary "Generate Report" button to start the AI generation process.
3

Monitor Progress

Watch the real-time progress indicator as each section is generated. You'll see:
  • Current section being processed
  • Estimated time remaining
  • Token usage statistics
4

Stream Results

Content streams in real-time, so you can start reviewing early sections while later ones are still generating.

Step 5: Review & Edit#

Once generated, review your report and make any necessary edits. PromptReports provides a powerful editor with AI-assisted refinement tools.

1

Review Generated Content

Read through each section carefully. Check for accuracy, relevance, and completeness.
2

Use the Rich Text Editor

The Slate.js-powered editor supports:
  • Formatting: Bold, italic, headings, lists, tables
  • Media: Images, charts, embedded content
  • Comments: Add notes and feedback for collaborators
3

Regenerate Sections

Click the "Regenerate" icon next to any section to have AI create a new version with different phrasing.
4

AI Refinement

Use AI assistance to improve specific parts:
  • "Make this more concise"
  • "Add more detail about [topic]"
  • "Rewrite in a more formal tone"
5

Add Visualizations

Insert charts, graphs, and images to enhance your report. Use the D3.js-powered chart builder for custom visualizations.

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.

1

Export to PDF

Click Export > PDF to generate a professionally formatted PDF document with your branding and styling.
2

Create Shareable Link

Click "Share" to generate a unique link. Configure access permissions: public, password-protected, or specific email addresses.
3

Send Email Report

Enter email addresses to send the report directly to stakeholders with a customizable message.
4

Archive to Google Drive

Connect your Google Drive to automatically archive reports for easy access and backup.

Report Types#

PromptReports supports various report types, each optimized for specific use cases and audiences.

Report TypeDescriptionTypical LengthBest Audience
Executive SummaryHigh-level overview with key findings and recommendations2-4 pagesC-suite, Board members
Deep Dive AnalysisComprehensive research with detailed methodology and data10-30 pagesAnalysts, Researchers
Trend ScanQuick snapshot of emerging trends and market movements3-5 pagesStrategy teams, Product managers
Competitive BriefFocused analysis of specific competitors5-10 pagesSales, Product teams
Industry ReportBroad market overview with multiple segments15-50 pagesInvestors, Market researchers
Custom ReportFully customizable structure for unique requirementsVariableAny 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.

Next Steps#

Now that you've created your first report, explore these advanced features to become a PromptReports power user: