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Creating Reports

Learn how to create powerful AI-generated reports from scratch or using templates. Master the report builder interface and configuration options.

Creating a New Report#

Creating a new report in PromptReports is straightforward. You can start from scratch, use a template, or duplicate an existing report. Each approach offers different advantages depending on your needs.

1

Navigate to Report Builder

Click "Create Report" from your dashboard or navigate to the Report Builder page. You'll see options to start fresh or choose a template.
2

Choose Your Starting Point

Select "Blank Report" for full customization, or browse our template library to find a pre-configured structure that matches your needs.
3

Name Your Report

Give your report a descriptive title that reflects its purpose. This helps with organization and makes it easy to find later.
4

Configure Settings

Set your preferred AI model, output length, tone, and other parameters before generation.

Report Builder Interface#

The Report Builder is your central workspace for creating and editing reports. It provides a powerful yet intuitive interface for configuring every aspect of your report.

Rich Text Editor

Full-featured Slate.js editor with support for headings, lists, tables, images, and custom formatting.

Section Manager

Organize your report into logical sections. Drag and drop to reorder, collapse for overview, or expand for detail.

Configuration Panel

Access all report settings including AI parameters, variables, and export options from the right sidebar.

Live Preview

See how your report will look when exported. Toggle between edit and preview modes instantly.

Interface ElementLocationPurpose
Title BarTopReport name, save status, and primary actions
Section NavigatorLeft sidebarQuick navigation between report sections
Content EditorCenterMain editing area with rich text capabilities
Settings PanelRight sidebarAI configuration, variables, and metadata
Generation ControlsBottom barGenerate, regenerate, and streaming controls

Configuring AI Settings#

The AI configuration determines how your report content is generated. Understanding these settings helps you achieve optimal results for your specific use case.

SettingDescriptionRecommended Values
ModelThe AI model used for generationGPT-4 for quality, GPT-3.5 for speed
TemperatureControls creativity vs consistency (0-1)0.3-0.5 for reports, 0.7+ for creative
Max TokensMaximum output length2000-4000 for sections, 8000+ for full reports
Top PNucleus sampling parameter0.9 for balanced output
Frequency PenaltyReduces repetition0.3-0.5 for varied content
Presence PenaltyEncourages topic diversity0.1-0.3 for comprehensive coverage

Using Variables#

Variables allow you to create dynamic, reusable report templates. Instead of hardcoding specific values, use variables that can be filled in at generation time.

Variable Syntax
text
# Basic variable usage
Analyze the {{company_name}} competitive landscape.

# Variable with default value
Focus on the {{industry:technology}} sector.

# Multiple variables in context
Prepare a {{report_type}} report for {{client_name}}
covering {{time_period}} in the {{region}} market.

Variables are automatically detected when you save your report. The system extracts variable names and presents them in a form for easy input before generation.

Variable Presets

Save common variable combinations as presets for quick reuse across multiple report generations.

Dynamic Updates

Regenerate reports with different variable values without recreating the entire structure.

Multi-Section Reports#

Complex reports benefit from a multi-section structure. Each section can have its own prompt, AI settings, and formatting, allowing for detailed control over the final output.

1

Plan Your Structure

Outline the major sections of your report. Common structures include Executive Summary, Analysis, Findings, Recommendations, and Appendix.
2

Create Sections

Click "Add Section" to create each part of your report. Give each section a clear title and description.
3

Configure Section Prompts

Each section can have its own prompt that guides the AI. Be specific about what content should be included.
4

Set Section Order

Drag and drop sections to arrange them in your desired order. The final report will follow this sequence.
5

Link Sections

Use section references to ensure coherence. Later sections can reference content from earlier ones.
Section TypePurposeTypical Length
Executive SummaryHigh-level overview and key findings200-500 words
IntroductionContext setting and methodology300-600 words
AnalysisDeep dive into data and research1000-3000 words
FindingsKey discoveries and insights500-1500 words
RecommendationsActionable next steps400-800 words
AppendixSupporting data and referencesVariable

Generation Process#

Once your report is configured, the generation process transforms your prompts and variables into comprehensive content. Understanding this process helps you optimize your workflow.

Sequential Generation

Sections are generated in order, allowing later sections to reference earlier content for coherence.

Streaming Output

Watch content appear in real-time as it's generated. No need to wait for the entire report.

Editing & Refining#

AI-generated content is a starting point, not a final product. The editing phase is where you refine the output to meet your exact requirements and add your expert perspective.

Inline Editing

Click anywhere in the content to make direct edits. Full rich text formatting is available.

AI Refinement

Select text and use AI to expand, summarize, rephrase, or improve specific passages.

The rich text editor supports all standard formatting options plus advanced features tailored for professional reports:

  • Headings (H1-H6) with automatic table of contents generation
  • Bulleted and numbered lists with nested levels
  • Tables with row and column manipulation
  • Images and figures with captions
  • Block quotes and callouts
  • Code blocks with syntax highlighting
  • Footnotes and citations

Saving & Versioning#

PromptReports automatically saves your work as you edit, but understanding the save and versioning system helps you manage your reports effectively.

Auto-Save

Changes are automatically saved every few seconds. Never lose your work due to unexpected issues.

Manual Versions

Create named versions at key milestones. Easily compare or revert to previous states.