> ## 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.

# Creating Templates

> How to build custom report templates for your specific needs

# Creating Templates

Build custom templates to standardize your report format and ensure consistency across all your analyses. The template builder provides a visual interface for designing report structures.

## When to Create a Template

Create a template when you:

* Generate similar reports repeatedly
* Need to follow specific organizational standards
* Want to ensure certain sections are always included
* Collaborate with team members on consistent outputs

## Template Components

Every template consists of:

### Template Metadata

* **Name** - A clear, descriptive title
* **Purpose** - What the template is designed for
* **Persona** - The intended audience or author perspective
* **Data Sources** - Types of data the report relies on

### Sections

Templates contain three types of sections:

| Section Type     | Purpose                             | Position  |
| ---------------- | ----------------------------------- | --------- |
| **Introduction** | Opening sections, executive summary | Beginning |
| **Body**         | Main analysis sections              | Middle    |
| **Conclusion**   | Findings, recommendations, outlook  | End       |

Each section includes:

* Section title
* Description of what to include
* Guidance for the AI generator

## Creating a New Template

<Steps>
  <Step title="Access Template Builder">
    Open the menu and select **New Report Template** or navigate to the Templates section and click **Create Template**.
  </Step>

  <Step title="Enter Template Details">
    Fill in the template metadata:

    * **Template Name** - Give it a clear, searchable name
    * **Purpose** - Describe what this template is for
    * **Persona** - Who is writing this report (e.g., "Financial Analyst")
    * **Data Sources** - What information the report uses
  </Step>

  <Step title="Add Introduction Sections">
    Click **Add Section** under Introduction to create opening sections:

    * Executive Summary
    * Introduction
    * Scope and Methodology
  </Step>

  <Step title="Add Body Sections">
    Create the main analysis sections:

    * Click **Add Section** under Body
    * Define each section title and description
    * Add as many sections as needed
  </Step>

  <Step title="Add Conclusion Sections">
    Complete the template with closing sections:

    * Key Findings
    * Recommendations
    * Outlook
    * Appendix (if needed)
  </Step>

  <Step title="Save the Template">
    Review your template structure and click **Save Template**.
  </Step>
</Steps>

## Template Builder Interface

### Section Management

For each section you create:

* **Title** - The section heading that appears in the report
* **Description** - Instructions for what content to include
* **Type** - Introduction, Body, or Conclusion

### Reordering Sections

Change the section order:

1. Hover over a section card
2. Drag it to the desired position
3. Release to drop it in place

Sections automatically stay within their type (Introduction sections remain at the beginning, etc.).

### Removing Sections

To delete a section:

1. Click the delete icon on the section card
2. Confirm the removal

<Warning>
  Deleted sections cannot be recovered. Double-check before removing.
</Warning>

## Section Design Best Practices

### Clear Titles

Use descriptive, professional section titles:

| Good Titles                    | Poor Titles |
| ------------------------------ | ----------- |
| Executive Summary              | Summary     |
| Financial Performance Analysis | Money       |
| Risk Factors and Mitigations   | Risks       |
| Investment Recommendation      | Rec         |

### Helpful Descriptions

Write descriptions that guide the AI:

**Good description:**
"Provide a comprehensive overview of the company's revenue streams, profitability trends, and key financial metrics over the past three years. Include specific figures with year-over-year comparisons."

**Poor description:**
"Write about finances."

### Logical Flow

Organize sections to tell a coherent story:

1. Set context (Introduction)
2. Present analysis (Body)
3. Draw conclusions (Conclusion)

## Template Examples

### Basic Company Analysis Template

**Introduction:**

* Executive Summary
* Company Background

**Body:**

* Business Model
* Financial Performance
* Competitive Position
* Growth Strategy
* Risk Factors

**Conclusion:**

* Investment Thesis
* Recommendations

***

### Industry Research Template

**Introduction:**

* Research Scope
* Methodology

**Body:**

* Market Size and Growth
* Industry Structure
* Key Players
* Trends and Drivers
* Regulatory Environment

**Conclusion:**

* Key Findings
* Strategic Implications

## Editing Existing Templates

To modify a template you've created:

1. Open the template from your Templates list
2. Click **Edit Template**
3. Make changes to sections or metadata
4. Save the updated template

<Info>
  Editing a template does not affect reports already generated from it. Only new reports will use the updated structure.
</Info>

## Cloning Templates

To create a new template based on an existing one:

1. Open the template you want to copy
2. Click **Clone Template** or **Duplicate**
3. Modify the cloned template
4. Save with a new name

This is useful for:

* Creating variations of standard templates
* Customizing shared templates for personal use
* Building on system templates

## Converting Reports to Templates

Turn a successful report into a reusable template:

1. Open the report you want to use as a base
2. Click the menu and select **Convert to Template**
3. Review and adjust the extracted structure
4. Save as a new template

<Tip>
  This is a great way to capture a well-structured report for future use.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My template doesn't appear in the list">
    Ensure you saved the template. Check if you're looking in the correct template category (personal vs. shared).
  </Accordion>

  <Accordion title="Generated reports don't match template structure">
    Verify your section descriptions are clear. The AI interprets descriptions to generate content; vague descriptions may lead to unexpected results.
  </Accordion>

  <Accordion title="I can't edit a template">
    You can only edit templates you created. System templates and templates shared by others must be cloned first.
  </Accordion>
</AccordionGroup>