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Editing Reports

Generated reports are starting points that you can refine and customize. Finch Fusion provides both manual editing tools and AI-powered editing assistance.

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Editing Options

You have two ways to edit reports:

1. Manual editing - Direct text editing in the report
2. AI-assisted editing - Use the chat to request changes

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Manual Editing

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Accessing Edit Mode

To edit a section manually:

1. Navigate to the report you want to edit
2. Click on the section you want to modify
3. The section expands into edit mode with a text editor

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Using the Text Editor

The editor provides formatting tools:

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Saving Changes

Changes are saved automatically as you type. Look for:

• Saving indicator - Shows when changes are being saved
• Saved indicator - Confirms changes are preserved

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AI-Assisted Editing

Use the chat panel to request changes to report sections.

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How It Works

1. Open the report you want to modify
2. In the chat panel, describe the change you want
3. The AI will suggest or make the revision
4. Review and accept or modify the result

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Chat with a Section

You can have a focused conversation about a specific section:

1. Select the section you want to discuss
2. Use the chat to ask questions or request changes to that section
3. The AI responds with context-aware suggestions specific to the selected content

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Example Edit Requests

Shortening content:

• “Make the executive summary more concise”
• “Reduce the risk factors section to key points only”

Expanding content:

• “Add more detail to the competitive analysis”
• “Expand the financial section with more metrics”

Changing tone:

• “Make the recommendation section more formal”
• “Simplify the technical language for a general audience”

Adding content:

• “Add a section about ESG considerations”
• “Include recent news about the company”

Correcting content:

• “The revenue figure in paragraph 2 should be $150 billion”
• “Update the CEO name to the current executive”

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Managing Sections

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Adding New Sections

To add a section to your report:

1. Click the Add Section button at the bottom of the report or between existing sections
2. Enter the section title
3. Write content manually or use the chat to generate content for the new section

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Reordering Sections

To change the section order:

1. Hover over the section header
2. Drag the section to its new position
3. Release to drop it in place

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Deleting Sections

To remove a section:

1. Click the section menu (three dots)
2. Select Delete Section
3. Confirm the deletion

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Section Enrichment

After editing a section, you can enrich it with entity recognition:

• Entities (companies, people, dates, financial terms) are highlighted inline
• Switch to the Entities view to see all extracted entities
• Enrichment helps identify key information in your content

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Version History

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Tracking Changes

As you edit, Finch Fusion maintains a history of section changes. You can:

• See when sections were last modified
• Compare current content to previous versions
• Understand the evolution of your report

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Reverting Changes

To restore a previous version of a section:

1. Access the section’s version history
2. Browse previous versions
3. Select the version you want to restore
4. Confirm the reversion

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Editing Best Practices

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Review Before Editing

Before making changes:

1. Read the entire report first
2. Note all sections needing revision
3. Prioritize your edits

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Consistent Style

Maintain consistency across the report:

• Use the same terminology throughout
• Keep formatting uniform
• Ensure tone matches across sections

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Fact-Checking

Verify AI-generated content:

• Check citations against source documents
• Verify numerical data accuracy
• Confirm current information is up to date

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Iterative Refinement

Improve reports incrementally:

1. Fix factual errors first
2. Improve structure and flow
3. Polish language and presentation
4. Final proofread

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Collaborative Editing

When working with team members:

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Avoiding Conflicts

• Communicate who is editing which sections
• Avoid editing the same section simultaneously
• Refresh to see teammate’s changes

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Review Workflow

Establish a review process:

1. Author generates and edits the report
2. Reviewer reads and suggests changes
3. Author incorporates feedback
4. Final approval before export

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Regenerating Sections

If a section needs significant rework:

1. Delete the existing section content
2. Use the chat to request a new version
3. Provide specific instructions for the regeneration

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Troubleshooting