Report Sections & Content

When you open a report, you land on the Content tab. This is where you write the narrative parts of your report: executive summary, methodology, scope description, and any other custom sections defined in your template.

How it works

The left sidebar lists all the content sections available in your report. These sections come from the custom variables defined on the report template you selected when creating the report . Click on any section to open it in the editor.

Each section has its own rich text editor where you can write and format content. As you type, the live preview on the right updates when you save your modifications or refresh it so you can see what this section will look like on the report.

Section toolbar

At the top of each section you will find a few useful controls:

• The toggle allows you to define if this section is completed or not.
• The AI sparkle icon opens the AI generation panel to generate content for that section.
• The Improve button lets you refine existing content using AI (rewrite, shorten, expand, fix grammar, etc.).
• The eye icon toggles the live preview panel on the right side.

Editing report metadata

Click More in the header bar to expand the report details panel. From there you can update:

• Report title
• Template (you can switch templates after creation)
• Language
• Start and end dates
• Client and contact selection
• Scope description and scope entries (IP, URL, or custom)
• Team members (author and co-authors)

Report status

The status dropdown in the top right corner controls the report lifecycle. Reports move through these stages:

• Draft - work in progress
• Waiting for Review - submitted for review
• Under Review - a reviewer is actively reviewing
• Completed - approved and finalized

Changing the status is as simple as selecting it from the dropdown. Your team can filter reports by status on the reports list page.