Reports — Complete Guide

Reports turns a few inputs into a finished, broker-quality research report. You pick or build a template — a reusable blueprint for a report — fill in a couple of fields (typically a ticker and a period), and the AI researches the company across filings, market data, analyst estimates, transcripts, news, and even your own documents, then writes a structured, multi-section report with charts, tables, and numbered citations on every sourced claim. You can watch it build live, edit it, keep a version history, and export it to a polished PDF or an editable Word document. Because every report runs from a template, you get the same professional structure every time — across companies, periods, and teammates. Find it under Research Workspace → Reports.

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When to use it

Reach for Reports when:

• You want a formatted, multi-section deliverable on a company or sector — an earnings review, an initiation, a valuation deep-dive, a peer comparison, a sector overview, an ESG or dividend write-up, a technical read, or a thematic note.
• You want the same structure produced consistently across many names or periods — build the template once, then run it again and again with different inputs.
• You need a source-cited, professional document you can share, archive, or hand to a client or committee.
• You want the work grounded in your own materials as well as market data (your Data Room, uploaded files, or connected sources).

Use something else when:

• You just need a quick fact or a fast back-and-forth → Chat.
• You have an open-ended question, or you want a slide deck or an Excel model as the output → Agent Studio (Reports exports to PDF and Word only — decks and models are an Agent Studio capability).
• You want the same questions answered as a structured table across many companies → Grids.
• You want to find and gather source documents first → Document Search and Data Room.

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How to use it

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Building your own template

You don’t have to start from a built-in template. There are two ways to make your own:

• Create a template with AI — describe the report you want in plain language (“an initiation report with business overview, financials, valuation, risks, and a recommendation”), or paste an existing report to mirror its structure. You can optionally attach reference documents (PDF, Word, Excel, CSV, or text, up to 12.5 MB each) so the AI models the template on your own material. It drafts the sections and input fields for you to refine. This runs as a quick background job (typically about a minute or two).
• Edit in the template editor — open any template and adjust it directly: change the name and description, add or reorder sections, write each section’s instruction, set its output format and length, and define the input parameters users fill in. Edits auto-save as you type.

A template has three parts:

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Capabilities & key choices

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The 12 built-in AllMind templates

Ready-to-run starting points, all finance-focused. Open one, fill its inputs, and generate — or save an edited copy as your own.

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Per-section choices

When you build or edit a template, each section can be tuned:

• Output format — Markdown (narrative text) for flowing analysis, Table for structured rows and columns, or Bullet Points for quick-scan lists.
• Target length — Brief (~300 words), Moderate (~600 words), Comprehensive (~1200 words), or an exact custom word count. You can also set an overall length target for the whole report.
• Order and dependencies — sections are written in order, so each one can build on the ones before it, which keeps the report consistent and avoids repetition.

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Input parameter types

Each input renders the right control for its type:

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Watching generation

For richer reports you can follow the work as it happens:

• A section-by-section progress bar and a live research-activity feed showing what the AI is doing (pulling filings, fetching consensus metrics, generating a chart, reasoning).
• An optional research-pipeline view that progresses through planning, searching, and synthesis stages, with an indication of how much research effort the task warrants (from a fast single pass to a deep multi-step run).
• An automatic fact-check on earnings reports that verifies the reported figures (EPS, revenue, and margins) against the underlying filings and consensus. Reports can also be scored for quality — checked for repetition, numerical consistency, and contradictions, and given a score and grade.

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Editing, versions, and revising with AI

A finished report is a living document, not a static read-out:

• Inline editing — click any paragraph or table to edit it in place; changes auto-save about a second and a half after you stop typing.
• Edit with AI — ask for changes in plain English (“tighten the risks section,” “add a competitive landscape section,” “update every FY24 reference to FY25”). The AI proposes revisions shown as a red/green diff; you Accept or Discard, and any new sources it cites are folded into the report.
• Version history — every report keeps a history (created on generation, on edits, on accepted AI changes, on rename, and on restore). Open any past version, see exactly what changed, and restore it — restoring itself creates a new version, so you never lose work.

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Export & sharing

• Export to a print-ready PDF or a fully editable Word (.docx) document. Both are styled like a sell-side research note — branded masthead, the report title and ticker, headings, tables, embedded charts as numbered figures, clickable citations, a numbered References section, and a standard informational disclaimer. (A plain Markdown export is also available.)
• Share a report or a template with a single teammate or your whole organization, at read, write, or admin level — with independent toggles for whether they can download, export, and re-share, and an optional expiry date. Items shared with you appear marked “Shared.” A shared template can be copied into your own library and edited; reports can be shared but not copied this way.

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What it can access & produce

It can draw on:

• Company filings — US (SEC) and Canadian (SEDAR) filings and other primary documents.
• Financials — financial statements, fundamentals, ratios, segments, and adjusted metrics.
• Market data — live and historical prices for stocks, indices, and commodities; technical indicators; and sentiment and institutional-flow signals (including dark-pool activity).
• Estimates & the Street — analyst consensus, estimates, price targets, and broker recommendations.
• Transcripts & research — earnings-call and investor-relations transcripts, and broker/analyst research.
• News, ESG, and macro — company and market news, ESG ratings, and macro and economic indicators.
• The web.
• Your own materials (optional) — your Data Room and uploaded documents, plus connected sources like Google Drive and a connected organizational database, when enabled.

It also takes the template’s inputs (the ticker, period, etc.) and any reference files you attach when creating a template with AI. It produces:

• An on-screen, multi-section report with narrative, tables, charts, and numbered inline citations linked to a sources panel.
• A PDF, a Word document, or a Markdown file.
• A saved, versioned report that persists in your history.
• A reusable template (when you build or learn one) that can feed future reports.

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Tips & best practices

• Let the built-in templates do the heavy lifting — they cover the most common report types and give you a professional structure instantly. Save an edited copy to make one your own.
• Be specific in section instructions when you build a template — the clearer you are about what a section should cover, the better the result, every time you run it.
• Use per-section length and format deliberately — a Table for a peer comparison, Bullet Points for a quick-take summary, Comprehensive narrative for the analysis that matters.
• Ground it in your own documents by enabling your private data or attaching reference files when the analysis should reflect your materials, not just public data.
• Run several at once — launch up to three reports in parallel (e.g. the same template across three peers) and let them build while you work.
• Refine with the AI rather than starting over — ask for targeted revisions and accept the diffs; every change is versioned, so you can always roll back.

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Limits & things to know

• Always template-driven — you generate from a template, never a blank prompt.
• Up to 3 reports can generate at the same time.
• It runs in the background — generation can take from a few minutes to tens of minutes depending on the number of sections, their length, and how much research is needed. You can close the tab and come back; the report keeps building and even reuses the research it already gathered if you resume. Very long runs are capped (each section has roughly 10 minutes, and a whole report up to about 2 hours, before it times out).
• Reference files for AI template creation must be PDF, Word, Excel, CSV, or text, up to 12.5 MB each.
• Export formats are PDF and Word only (plus Markdown). There is no PowerPoint deck or Excel model export from Reports — those are an Agent Studio capability.
• Reports and templates persist until you delete them, and deleting is permanent.
• Reports are finance-focused — every template is built for financial analysis.
• Reports are heavily sourced — a typical multi-section report aims for at least roughly 15 distinct cited sources, with citations throughout.

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How it works with other features

Reports is the deliverable stage of the research workflow, and it connects across the platform:

• Document Search → Data Room → Reports — find the right sources, collect them in a Data Room, then let a report draw on (and cite) your own documents alongside market data.
• Agent Studio ↔ Reports — an agent run is best for open-ended research and for producing decks or models; a report is best when you want a consistent, templated, formatted document. Use an agent to explore, then a report to package the finished analysis.
• Grids ↔ Reports — a Grid answers the same questions consistently across many companies as a table; a report is the narrative, written-up complement. Use a Grid to compare, a report to explain.
• Chat → Reports — the same conversational assistant that powers Chat is what you use to revise a report in plain English.
• Automations → Reports — a report template can be run on a schedule (for example, generate an earnings review automatically when a company reports), with the finished PDF or Word file emailed to recipients.

Inputs that feed a report: a template, its input values, your own documents, and connected data. Outputs a report hands off: a cited PDF/Word/Markdown document, a saved report, and reusable templates — ready to share, archive, or attach to the next step.

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Example workflows

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Build a repeatable earnings-review process

1. Open the built-in Earnings Review template and tweak its sections to match your house style (your preferred KPIs, a guidance section, a “what changed vs. last quarter” section). Save it as your own template.
2. Each quarter, generate the report for a name by entering its ticker and the new fiscal period.
3. Let the AI pull the latest filing, transcript, consensus, and reaction data and write the report, with the extra earnings fact-check verifying the headline numbers.
4. Refine any section with the AI, then export to PDF and share it with your team — or set an Automation to run it the moment the company reports.

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Analyze a sector and produce a presentation-ready set

A multi-feature journey — “analyze the gold sector and brief the team”:

1. Scope it — list the key names and the 7–8 topics that matter (cost curves, reserves, macro drivers, hedging, capital returns, risks).
2. Gather sources — use Document Search to find the relevant filings, transcripts, and research, and collect the best into a Data Room.
3. Research the names — fire several Agent Studio runs, one per sub-topic, for deep narrative analysis.
4. Compare consistently — build a Grid to answer the same questions across the producers.
5. Write it up — run the Sector Overview report template for the sector view and the Peer Comparison template across the producers, grounded in your Data Room.
6. Deliver — export the reports to PDF/Word to share, and (if you want slides) hand the findings to Agent Studio to build the deck.

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Common questions

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Getting help

For help using Reports or to talk through a reporting workflow, reach AllMind support through the in-app support option or your account team.