> ## 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.

# Report Types

> Overview of available report formats and their use cases

# Report Types

Finch Fusion offers multiple report types, each designed for specific analysis needs. Choosing the right type ensures your report has the appropriate structure and focus.

## Available Report Types

### Company Analysis

A comprehensive review of a single company's business, financials, and market position.

**Typical sections:**

* Executive Summary
* Business Overview
* Financial Performance
* Competitive Position
* Risk Factors
* Outlook and Recommendations

**Best for:**

* Due diligence
* Investment research
* Competitor analysis
* Management presentations

**Example prompt:** "Generate a company analysis for Apple Inc. focusing on their services segment growth"

***

### Industry Overview

A broad analysis of an industry sector, including market dynamics, key players, and trends.

**Typical sections:**

* Industry Summary
* Market Size and Growth
* Key Players
* Industry Trends
* Regulatory Environment
* Future Outlook

**Best for:**

* Market entry analysis
* Sector investment decisions
* Strategic planning
* Client education

**Example prompt:** "Create an industry overview of the electric vehicle market including major manufacturers and growth projections"

***

### Investment Recommendation

An analysis focused on providing an investment thesis with supporting evidence.

**Typical sections:**

* Investment Thesis
* Company Overview
* Valuation Analysis
* Key Investment Factors
* Risk Assessment
* Recommendation

**Best for:**

* Investment committees
* Portfolio decisions
* Client recommendations
* Internal investment memos

**Example prompt:** "Prepare an investment recommendation for Microsoft considering their AI strategy and cloud growth"

***

### Quarterly Results

Analysis of a company's recent quarterly financial performance.

**Typical sections:**

* Results Summary
* Revenue Analysis
* Profitability Metrics
* Segment Performance
* Management Commentary
* Guidance and Outlook

**Best for:**

* Earnings analysis
* Performance tracking
* Quarterly reviews
* Investor updates

**Example prompt:** "Analyze Tesla's Q4 2025 quarterly results focusing on delivery numbers and margin trends"

***

### Market Outlook

Forward-looking analysis of market conditions and expectations.

**Typical sections:**

* Current Market Conditions
* Economic Indicators
* Sector Analysis
* Risk Factors
* Opportunities
* Outlook Summary

**Best for:**

* Strategic planning
* Investment timing
* Risk assessment
* Economic analysis

**Example prompt:** "Create a market outlook for the technology sector in 2026 considering interest rate impacts"

***

### Market Research

In-depth research on a specific market, product, or service category.

**Typical sections:**

* Research Objectives
* Market Definition
* Market Size and Segmentation
* Consumer/Customer Analysis
* Competitive Landscape
* Key Findings

**Best for:**

* Product development
* Market entry decisions
* Customer understanding
* Competitive intelligence

**Example prompt:** "Conduct market research on the enterprise AI software market including adoption trends and key vendors"

***

### Financial Analysis

Detailed analysis of financial statements and metrics.

**Typical sections:**

* Financial Summary
* Income Statement Analysis
* Balance Sheet Review
* Cash Flow Analysis
* Key Ratios
* Financial Health Assessment

**Best for:**

* Credit analysis
* Investment due diligence
* Financial health checks
* Benchmarking

**Example prompt:** "Perform a financial analysis of Amazon comparing their profitability across business segments"

***

## Choosing the Right Report Type

Use this guide to select the appropriate report type:

| Your Goal                     | Recommended Type          |
| ----------------------------- | ------------------------- |
| Understand a company deeply   | Company Analysis          |
| Evaluate a sector or market   | Industry Overview         |
| Make an investment decision   | Investment Recommendation |
| Review recent performance     | Quarterly Results         |
| Predict future trends         | Market Outlook            |
| Research a market opportunity | Market Research           |
| Analyze financial statements  | Financial Analysis        |

## Report Structure

Each report type has a predefined structure, but you can:

* **Add sections** - Request additional topics in your prompt
* **Remove sections** - Ask to exclude certain areas
* **Customize focus** - Emphasize specific aspects

<Tip>
  Mention specific sections in your generation prompt to customize the output. For example: "Generate a company analysis with extra focus on ESG factors"
</Tip>

## Custom Reports

If none of the standard types fit your needs:

1. Choose the closest matching type
2. Specify your requirements in detail in the prompt
3. Use [templates](/templates/creating-templates) for recurring custom formats

## Report Type Comparison

| Type                      | Focus               | Depth           | Typical Length |
| ------------------------- | ------------------- | --------------- | -------------- |
| Company Analysis          | Single company      | Deep            | 10-15 pages    |
| Industry Overview         | Entire sector       | Broad           | 8-12 pages     |
| Investment Recommendation | Investment decision | Focused         | 5-8 pages      |
| Quarterly Results         | Recent quarter      | Specific        | 4-6 pages      |
| Market Outlook            | Future expectations | Forward-looking | 6-10 pages     |
| Market Research           | Market/product      | Comprehensive   | 10-15 pages    |
| Financial Analysis        | Numbers and ratios  | Technical       | 6-10 pages     |

## Combining Report Types

For comprehensive research, generate multiple reports:

1. Start with an **Industry Overview** to understand the landscape
2. Follow with **Company Analysis** reports for key players
3. Conclude with an **Investment Recommendation** based on your findings

All reports in a project share the same document library, ensuring consistency across analyses.
