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Generating Reports

Report generation is the core feature of Finch Fusion. The AI analyzes your uploaded documents and creates structured, professional reports with citations and insights.

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Before You Begin

Ensure you have:

• Created a project
• Uploaded at least one document
• Verified documents show “Ready” status

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Starting Report Generation

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Report Generation Process

Once you start generation, the AI performs several steps:

1. Query Analysis - Understanding what you’re asking for
2. Document Search - Finding relevant content in your uploaded documents
3. Web Research - Gathering additional current information (when applicable)
4. Outline Creation - Structuring the report with an outline of planned sections
5. Section Generation - Writing each section with citations
6. Entity Enrichment - Identifying key entities (companies, people, dates)

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Real-Time Progress

Watch the generation in real-time:

• A progress indicator shows the current step and overall completion
• Each section appears as it’s created
• You can see partial results while generation continues
• Section-level progress lets you track which sections are complete

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Generation Options

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Using Company Search

For company-focused reports:

1. Click the Search Company button in the chat panel
2. Enter the company name
3. Select the correct company from search results
4. The AI will incorporate company information into your report

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Providing Additional Context

Include URLs or specific instructions:

• Add web sources for the AI to reference
• Specify focus areas or exclusions
• Request particular analysis frameworks

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Using Templates

Select a report template to define the exact section structure:

1. Choose a template from the template selector in the chat panel
2. The AI will generate content following the template’s structure
3. Each template section receives dedicated content

See Using Templates for more details.

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During Generation

While the report is being created:

• Don’t close the browser - The generation will continue but you won’t see real-time updates
• Wait for completion - Let all sections generate before editing
• Watch for issues - If generation stalls, you can restart

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Canceling Generation

If you need to stop generation:

1. Click the Cancel button in the chat panel
2. Confirm cancellation
3. Any completed sections will be saved

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After Generation Completes

When the report is finished:

1. Review the output - Read through all sections
2. Check citations - Verify sources are correctly referenced
3. Edit as needed - Make manual corrections or improvements
4. Export - Download in your preferred format

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Report Quality Tips

For better results:

• Be specific in your generation prompt
• Upload relevant documents that directly address your topic
• Use the right report type for your analysis needs
• Provide context about your goals and audience
• Add web sources to supplement document content with current information

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Generating Multiple Reports

You can create multiple reports in the same project:

• Each report is saved separately and opens in its own tab
• Reports can focus on different aspects
• All reports use the same document library
• Drag tabs to reorder them

Navigate between reports using the tabs at the top of the content area or the Reports section in the sidebar.

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Troubleshooting

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Next Steps