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Reports
Reports that are truly yours.
Report Templates
Build reusable report templates with your own sections and per-section instructions, or import available report structures as editable starting points and make them your own.
The change in the work
Less friction before the client sees the result.
Build reusable sections and instructions around the way you actually analyse a chart.
The template builder stores named sections and per-section instructions for reuse.
The workflow
How report templates fits the work.
Create or import a starting point
Begin with a new template or an available report structure.
Arrange the sections
Set the section order and add instructions for each part.
Use it in the generator
Select the saved template when you begin a new client report.
What this helps you accomplish
Keep the expertise yours. Reduce the busywork.
- Custom sections with your own instructions per section
- Import premium reports as editable starting points
- Reuse the saved structure in the Report Generator
Existing platform review
“You can add charts to your profile and ask it about the entire chart… I love using it for both personal and professional use.”
Dagny · January 31, 2026
Read the source reviewCommon questions
Know what the feature does and does not do.
Can I change a template later?+
Yes. Templates are editable structures. Review the configuration before using it for a new report.
Continue exploring