My Reports Guide
Learn how to view, manage, organize, and share all your generated reports in PromptReports.
My Reports Overview#
The My Reports section is your central repository for all reports you've created or purchased on PromptReports. Access it from the sidebar navigation or by going directly to /my-reports.
All Reports
View every report you've generated, organized by date.
Favorites
Quick access to your starred and bookmarked reports.
Recent
Jump back to reports you've viewed or edited recently.
Report Types
Navigating Your Reports#
The My Reports page provides powerful tools for finding and filtering your reports.
Search
Search by report title, content, tags, or template name.
Filters
Filter by date range, template type, status, or tags.
Folders
Organize reports into custom folders and subfolders.
Tags
Add custom tags for flexible categorization.
| Filter Option | Description | Example |
|---|---|---|
| Date Range | Reports created within a specific time period | Last 7 days, Last month, Custom range |
| Template | Reports generated from a specific template | Trend Analysis, Competitive Intel |
| Status | Report completion and publication status | Draft, Completed, Published |
| Tags | Custom tags you have assigned | Q4-2024, Client-A, Urgent |
| Source | How the report was created | Manual, Scheduled, Marketplace |
Report Actions#
Each report in your library has several actions available. Access them through the action menu (three dots) or by opening the report.
| Action | Icon | Description |
|---|---|---|
| View | Open the report in viewing mode | |
| Edit | Make changes to the report content | |
| Duplicate | Create a copy of the report | |
| Download | Export as PDF, Word, or other formats | |
| Share | Share via link, email, or embed | |
| Star | Add to your favorites | |
| Archive | Move to archive (hide from main view) | |
| Delete | Permanently remove the report |
Deleting Reports
Organizing Reports#
Keep your reports organized with folders, tags, and favorites for easy access.
Create Folders
Move Reports to Folders
Add Tags
Star Important Reports
Organization Best Practices
- Use folders for structural organization (by client, project, or time period)
- Use tags for attributes that span across folders (priority, status, topic)
- Star reports you reference frequently
- Archive completed or outdated reports to keep your main view clean
Sharing Reports#
Share your reports with team members, clients, or the public using various sharing options.
Share Link
Generate a shareable link with optional password protection and expiration.
Email Share
Send the report directly via email with a personal message.
Open Share Dialog
Choose Sharing Method
- Public Link: Anyone with the link can view
- Password Protected: Requires a password to access
- Team Share: Share with specific team members
- Embed Code: Embed the report on your website
Set Permissions
Set Expiration (Optional)
Exporting Reports#
Export your reports in various formats for offline viewing, printing, or integration with other tools.
| Format | Best For | Features |
|---|---|---|
| Printing, formal distribution | Preserves formatting, universal compatibility | |
| Word (DOCX) | Further editing, collaboration | Editable, track changes support |
| HTML | Web publishing, embedding | Interactive elements preserved |
| Markdown | Documentation, version control | Plain text, easy to edit |
| JSON | API integration, data processing | Structured data format |
Open Export Options
Select Format
Configure Options
- Include Charts: Export with or without visualizations
- Page Size: Letter, A4, or custom dimensions
- Quality: Standard or high-resolution for printing
Download
Report Analytics#
Track how your shared reports are being accessed and engaged with.
Views
Total views and unique viewers of your shared reports.
Time Spent
Average time readers spend on your reports.
Engagement
Section-by-section engagement metrics.
Analytics are available for reports shared via public links or embeds. View analytics by opening a report and clicking the "Analytics" tab.
Media Content#
Enhance your reports with audio and video content for a more engaging experience.
Audio Reports
Generate audio narration of your reports using AI text-to-speech.
Video Briefings
Create video summaries and executive briefings from your reports.