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Report Templates

Explore our library of 180+ professionally designed report templates across 22 categories. Learn how to use, customize, and create your own templates.

Template Library Overview#

The PromptReports Template Library provides a comprehensive collection of professionally designed report templates for virtually any business intelligence need. Each template includes pre-configured sections, optimized prompts, and suggested variables to help you generate high-quality reports quickly.

Templates are created by our team of research professionals and contribute experts from the marketplace. They represent best practices in report structure, prompt engineering, and data presentation for their respective use cases.

180+ Templates

Comprehensive coverage across business, research, and analysis needs.

22 Categories

Organized by industry, function, and use case for easy discovery.

Expert-Crafted

Designed by professionals with deep domain expertise.

Template Categories#

Templates are organized into categories to help you find the right starting point for your report. Here are the major categories available:

CategoryTemplatesDescription
Market Research15+Market sizing, segmentation, customer analysis, and opportunity assessment
Competitive Intelligence12+Competitor profiles, SWOT analysis, market positioning, and battle cards
Trend Analysis10+Industry trends, emerging technologies, and future forecasting
Financial Analysis14+Investment research, financial modeling, and valuation reports
Risk Assessment8+Risk identification, impact analysis, and mitigation strategies
Due Diligence9+M&A research, vendor assessment, and compliance reviews
Strategic Planning11+Business plans, go-to-market strategies, and roadmaps
Industry Reports20+Sector-specific analysis for technology, healthcare, finance, and more
Executive Briefings8+Concise summaries for leadership and board presentations
Customer Intelligence10+Buyer personas, journey mapping, and satisfaction analysis

Trend Analysis

Identify emerging patterns, forecast developments, and track industry movements.

Risk Assessment

Evaluate threats, analyze vulnerabilities, and develop mitigation strategies.

Competitive Intelligence

Deep dive into competitor strategies, positioning, and market dynamics.

Financial Analysis

Investment research, valuation models, and financial performance reviews.

Industry Reports

Comprehensive sector analysis with market data and expert insights.

Market Research

Market sizing, segmentation, and opportunity identification.

Using Templates#

Using a template is the fastest way to create a professional report. Follow these steps to select and use a template effectively:

1

Browse the Library

Navigate to the Template Library and use filters to narrow down by category, industry, or use case. Use the search function for specific topics.
2

Preview Templates

Click on any template to see a preview including sections, sample content, and required variables. Review the structure before selecting.
3

Select Your Template

Click "Use This Template" to create a new report based on the selected template. This creates a copy you can fully customize.
4

Fill in Variables

Enter values for template variables like company name, industry, time period, and other parameters specific to your report.
5

Generate Content

Click generate to create your report content. Review and edit as needed before finalizing.

Customizing Templates#

Every template is fully customizable once you create a report from it. You can modify sections, prompts, variables, and formatting to match your exact requirements.

Edit Sections

Add, remove, or reorder sections to match your report structure. Modify section prompts for different outputs.

Modify Prompts

Adjust the underlying prompts to change tone, depth, focus, or format of generated content.

Customizing a Template Prompt
text
# Original Template Prompt
Analyze the competitive landscape for {{company_name}}
in the {{industry}} sector.

# Customized Version
Analyze the competitive landscape for {{company_name}}
in the {{industry}} sector, with specific focus on:
- Market share dynamics over {{time_period}}
- Pricing strategy comparisons
- Technology capabilities and R&D investment
- Geographic expansion patterns

Emphasize actionable insights for {{target_audience}}.
Customization AreaWhat You Can ChangeImpact
SectionsAdd, remove, reorder, rename sectionsReport structure and flow
PromptsModify instructions for AI generationContent focus and depth
VariablesAdd new variables, set defaultsFlexibility and reusability
FormattingChange styles, layouts, visualizationsVisual presentation
AI SettingsAdjust model, temperature, lengthOutput quality and style

Creating Custom Templates#

While our library covers most common use cases, you can create custom templates for your specific needs. Custom templates help standardize report creation across your organization and ensure consistency.

1

Start with a Report

Create a report that represents your ideal template. Configure all sections, prompts, and settings exactly as you want them.
2

Abstract with Variables

Replace specific values with variables to make the template flexible. Use descriptive variable names with helpful defaults.
3

Save as Template

Click "Save as Template" in the report menu. Provide a name, description, and category for your new template.
4

Add Documentation

Write a clear description of when to use this template, what variables are needed, and any special instructions.
5

Test Your Template

Create a new report from your template to verify it works as expected. Iterate until satisfied.

Template Best Practices#

Follow these best practices to get the most out of templates and create effective custom templates:

Be Specific in Prompts

Well-crafted prompts produce better output. Include context, format requirements, and examples where helpful.

Consider Your Audience

Design templates with the end reader in mind. Executive summaries need different depth than technical analyses.

Use Meaningful Defaults

Set sensible default values for variables to speed up report creation and guide users.

Include All Essentials

Templates should be complete and ready to use. Include all necessary sections for the report type.

Sharing Templates#

Templates can be shared within your organization or published to the marketplace for others to use. Sharing templates helps standardize processes and can generate revenue through the marketplace.

Team Sharing

Share templates with your team members. Control who can view, use, or edit shared templates.

Marketplace Publishing

Publish high-quality templates to the marketplace. Set pricing and earn from each use.

Sharing OptionVisibilityPermissions
PrivateOnly youFull control
TeamOrganization membersView, use, or edit based on role
Public (Free)All usersView and use only
MarketplacePaid accessUse only, revenue share