Using Templates
Templates provide predefined structures for your reports, ensuring consistency across analyses and saving time on report generation.What Are Templates?
Templates are reusable report frameworks that define:- Sections - What parts the report includes
- Structure - How sections are organized
- Focus - What each section should cover
- Purpose - The overall goal of the report
Benefits of Using Templates
Consistency
Every report follows the same structure, making comparisons easier
Efficiency
Skip setup time by using predefined structures
Quality
Ensure all important sections are included
Standards
Meet organizational requirements for report format
Accessing Templates
Templates are available in multiple places:Template Library
- Click the Templates section in the sidebar
- Browse available templates
- View template details by clicking on a template name
During Report Generation
- Open the chat panel
- Look for the Template selector
- Choose a template before generating
Types of Templates
System Templates
Pre-built templates provided by Finch Fusion:- Company Analysis Template
- Industry Overview Template
- Investment Recommendation Template
- Quarterly Results Template
- Market Research Template
Personal Templates
Templates you’ve created for your own use:- Only visible to you
- Fully customizable
- Can be shared with others
Shared Templates
Templates shared by team members:- Visible to those granted access
- Follow organizational standards
- Can be copied to create personal versions
Using a Template to Generate a Report
Enter Your Prompt
Describe the specific report you want:
- Subject (company, industry, topic)
- Focus areas
- Any special instructions
Template vs. Report Type
Templates and report types work together:| Aspect | Report Type | Template |
|---|---|---|
| Purpose | General category | Specific structure |
| Customization | Fixed | Fully customizable |
| Sections | Standard | Custom sections |
| Who creates | Finch Fusion | You or your team |
Template Preview
Before using a template, preview its structure:- Click on the template name in the library
- View the template details:
- Template purpose and description
- Section list and order
- Section descriptions
- Decide if it fits your needs
Customizing Generated Reports
Even when using a template, you can:- Edit any section content after generation
- Add new sections not in the template
- Remove sections you don’t need
- Reorder sections
Finding the Right Template
When choosing a template:- Match your purpose - Select templates designed for your analysis type
- Review sections - Ensure the sections cover what you need
- Consider audience - Choose templates appropriate for your readers
- Check complexity - More sections means longer reports
Template Recommendations by Use Case
| Use Case | Recommended Template |
|---|---|
| Investor presentations | Investment Recommendation |
| Client research | Company Analysis |
| Market entry decisions | Industry Overview + Market Research |
| Earnings review | Quarterly Results |
| Strategic planning | Market Outlook |
Troubleshooting
Template sections don't fit my needs
Template sections don't fit my needs
Use the template as a starting point and edit sections after generation. Consider creating a custom template for recurring needs.
Can't find a suitable template
Can't find a suitable template
Try the closest match or generate without a template. You can also create your own template.
Template is missing sections I need
Template is missing sections I need
Request additional sections in your generation prompt. The AI will add content beyond the template structure.