> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generating Reports

> How to create AI-powered reports from your documents

# 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.

## Before You Begin

Ensure you have:

* Created a project
* Uploaded at least one document
* Verified documents show "Ready" status

<Info>
  The quality of generated reports depends on the quality and relevance of your uploaded documents. Include comprehensive source materials for best results.
</Info>

## Starting Report Generation

<Steps>
  <Step title="Open the Chat Panel">
    Locate the chat panel on the right side of your workspace. This is where you'll interact with the AI to generate reports.
  </Step>

  <Step title="Describe Your Report">
    In the chat input, describe the report you want to generate. Be specific about:

    * The subject of the report
    * The type of analysis you need
    * Any specific areas to focus on

    **Example prompts:**

    * "Generate a company analysis for Tesla based on their 2025 annual report"
    * "Create an industry overview of the semiconductor sector"
    * "Prepare an investment recommendation for Microsoft"
  </Step>

  <Step title="Select Report Type">
    Choose a report type from the dropdown menu above the chat input. This determines the structure and sections of your report.
  </Step>

  <Step title="Generate the Report">
    Click the **Generate** button to start. The AI will begin analyzing your documents and creating the report.
  </Step>
</Steps>

<Tip>
  Want full control over your report structure? You can also [create a report from scratch](/reports/creating-from-scratch) with your own title and sections.
</Tip>

## 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)

### 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

<Tip>
  Generation typically takes 2-5 minutes depending on report complexity and document volume.
</Tip>

## Generation Options

### 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

### Providing Additional Context

Include URLs or specific instructions:

* Add [web sources](/documents/web-sources) for the AI to reference
* Specify focus areas or exclusions
* Request particular analysis frameworks

### 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](/templates/using-templates) for more details.

## 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

### 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

<Warning>
  Canceled reports may be incomplete. You can edit the existing sections or start a new generation.
</Warning>

## 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

### 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

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Generation is taking too long">
    Complex reports with many documents can take 5-10 minutes. If generation exceeds 15 minutes without progress, try refreshing the page and checking report status.
  </Accordion>

  <Accordion title="Report content seems incorrect">
    The AI generates content based on your documents. Verify your source documents contain accurate information. You can edit any section manually after generation.
  </Accordion>

  <Accordion title="Some sections are missing">
    If sections didn't generate, try regenerating just those sections using the section-specific edit feature, or generate a new report with a more specific prompt.
  </Accordion>

  <Accordion title="Citations don't match documents">
    Citations reference specific parts of your documents. If a citation seems wrong, check the source document. The AI occasionally makes errors that you can correct in editing.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Report Types" icon="file-lines" href="/reports/report-types">
    Explore available report formats
  </Card>

  <Card title="Editing Reports" icon="pen" href="/reports/editing-reports">
    Learn how to refine your reports
  </Card>
</CardGroup>