Report Generation & Editor Documentation

The Report Generation feature in Graphbook Intelligence Platform allows you to create, manage, and customize comprehensive reports using AI-powered agents. From the user portal, you can access all report generation capabilities including creating new reports, editing existing ones, and managing report layouts.

Accessing Report Generation

When you first log in, you will see the user portal landing page. To access the report generation features, navigate to /u/report-generation or click on Report Generation from the main navigation.

Report Generation Dashboard

The Report Generation page provides a comprehensive view of all your reports. The dashboard displays all reports you've created, showing their current status including completed, running, or failed reports. On the left-hand side, you can see a list of all reports with their status indicators.

The dashboard consists of:

Left Sidebar: List of all your reports with search and pagination
Main Area: Selected report preview or welcome message
Header: Organization name, user profile, and Generate Report button

Report Status Indicators

Reports display different status badges:

Blue spinner: Currently generating
Green badge: Complete
Gray badge: Cancelled
Red badge: Failed

Clicking on any report from the list will bring it into the main view where you can interact with it.

Creating New Reports

To create a new report from scratch, use the Generate Report button at the top of the interface.

Agent Selection

Clicking Generate Report opens a dialog where you can select which type of AI agent to use for generating your report. Different agents are specialized for different types of analysis and reporting needs.

Report Generation Process

Select Template: Choose from available AI agents/templates
Enter Prompt: Provide specific instructions for your report
Add Parameters: Fill in any additional fields that appear
Generate: Click "Generate Report" to start the process

After selecting your preferred agent and providing the necessary information, click Generate Report. The system will begin creating a new report using the selected AI agent's capabilities.

Canceling Report Generation

While a report is being generated, you can cancel the process if needed:

Monitor Progress: View the progress bar and percentage completion
Cancel Option: Click the "Cancel Generation" button that appears during processing
Confirmation: The report generation will stop and the report status will change to "Cancelled"

This feature is useful if:

You realize you need to modify the prompt or parameters
The generation is taking longer than expected
You want to free up resources for other reports

Report Management

Viewing and Exporting Reports

Once you select a report from the dashboard, you'll see the report content in the main viewing area. From this view, you have several primary actions available:

Edit Report: Opens the report in edit mode for customization and modifications
Export PDF: Generates a PDF version of the report and downloads it to your downloads folder
Share: Creates a shareable link for others to view the report

Report Actions

For Completed Reports:

View: Display full report content
Edit: Launch Report Editor for detailed customization
Share: Generate view-only links for collaboration
Export PDF: Download professional PDF version
Delete: Remove unwanted reports

For In-Progress Reports:

Cancel: Stop generation and free up resources
Monitor: View real-time progress updates

Search and Organization

The sidebar includes:

Search Bar: Filter reports by name or content
Pagination: Navigate through multiple pages of reports
Status Filtering: View reports by their current status

Report Editor

When you select Edit Report, the report opens in an interactive edit mode. In this mode, all text content becomes editable, and you gain access to powerful AI-powered editing capabilities.

The edit mode features:

Live Preview: Real-time display of report content
Direct Editing: Click on any text to edit inline
AI Prompts: Use natural language to modify content
Design Tools: Access to styling and layout options

Three-Panel Layout

The Report Editor uses an intuitive three-panel layout:

Left Panel - Sections: Hierarchical list of all report sections
Center Panel - Preview: Live preview with direct editing capabilities
Right Panel - Tools: Design panel, annotations, and version history

Design Panel

The Design Panel provides comprehensive styling controls for customizing the visual appearance of your reports. This powerful feature allows you to create professional, branded documents that match your organization's style.

Accessing the Design Panel

Open Design Tools: Click the palette icon in the toolbar or the "Design" button
Select Elements: Click any element in the preview to select it for styling
Apply Changes: Use the controls in the design panel to modify appearance

Typography Controls

The typography section allows you to control text appearance:

Font Size

Numeric input field (0-86px)
Real-time preview updates
Quick preset buttons for common sizes

Text Styles

Bold: Toggle font weight for emphasis
Italic: Add slanted text styling
Underline: Add underline decoration

Text Alignment

Left align for standard text
Center align for headings and titles
Right align for specialized content
Justify for formal document formatting

Color Controls

Customize colors throughout your report:

Text Color

Color picker interface with visual preview
Hex value input for precise colors
Preset color swatches for quick selection
Recent colors automatically saved

Background Color

Same controls as text color
Transparency support
Clear option to remove backgrounds

Spacing Controls

Control the space around and within elements:

Padding (Internal Spacing)

Uniform control for all sides
Individual side adjustments (top, right, bottom, left)
Quick presets: 0, 4px, 8px, 16px, 24px, 32px
Visual feedback showing changes

Margin (External Spacing)

Same controls as padding
Negative values supported for overlapping effects
Auto-centering options

Applying Design Changes

Real-time Preview: Changes appear immediately as you adjust controls
Reset Options: Undo styling to return to defaults
Consistent Application: Apply similar styles across multiple elements
Save Changes: Create new versions to preserve design updates

Section Selection for Targeted Editing

If you want to limit your edits to specific sections rather than the entire report, you can use section selection. This feature allows you to target your prompts to particular areas of the report.

When sections are selected (for example, Performance Focused Strategy and Brand Partnership Strategy), any prompts you provide will only edit those specific sections, giving you precise control over your modifications.

Version History

On the right-hand side of the edit interface, you can access the version history of your report. This panel shows all previous versions of the report, allowing you to track changes over time and revert to earlier versions if needed.

Version Control Features

Save Versions: Create snapshots of your work at key milestones
Compare Versions: View differences between different versions
Restore Previous: Return to earlier versions when needed
Version Names: Add descriptive labels to track purposes

You can upload and restore previous versions as needed, ensuring you never lose important iterations of your work.

Advanced Features

Layout Editor

The Layouts button opens a comprehensive layout editor for your entire report. This drag-and-drop interface allows you to reorganize sections, change the order of content, and customize the overall structure of your report.

Layout Editing Features:

Drag sections to reorder them (e.g., move Executive Summary to the top)
Modify the layout and formatting of individual sections
Preview changes before applying them
Save changes to create a new version with the updated layout

After making your layout changes, you can preview the modifications and select Save when you're ready to create a new version of the report with the updated structure.

AI-Powered Prompt Editing

The edit mode features a prompt area at the bottom of the screen. When you enter a prompt, it will apply edits to all sections of the report by default. This allows you to make comprehensive changes across the entire document using natural language instructions.

Example Prompts:

"Make the tone more formal and professional"
"Add bullet points to the key findings section"
"Expand the conclusion with actionable recommendations"
"Summarize the executive summary to be more concise"

PDF Export

Professional formatting preserved
Download directly to your device
Print-ready output

Share Links

Generate view-only URLs
No login required for recipients
Persistent links that remain active

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

Click to Edit: Direct inline editing of any text
Drag to Reorder: Move sections by dragging handles
ESC: Close dialogs and panels

Upcoming Features

Several powerful features are coming soon to enhance the report generation capabilities:

Report-to-Agent Conversion: Convert any report version you create into a new custom agent for future use
Custom Template Bootstrap: Create your own report templates and convert them into specialized agents
Enhanced Agent Capabilities: More comprehensive features leveraging Graphbook's powerful tensor infrastructure
Annotation Reasoning: Advanced analysis breakdown showing the reasoning behind report generation

The upcoming Annotation Reasoning sidebar will provide detailed insights into the analysis process that goes into each report, giving you transparency into how the AI agents process and synthesize information.

Best Practices

Report Generation Tips

Choose agents that match your analysis needs
Provide clear, specific prompts with context
Include all relevant parameters for better results
Use descriptive names when saving versions

Design and Styling Guidelines

Maintain consistent fonts and colors throughout
Use spacing effectively to improve readability
Apply styling systematically across similar elements
Preview your changes before finalizing

Collaboration Workflow

Save versions before major changes
Use descriptive version names
Share view-only links for feedback
Document changes in version descriptions

Troubleshooting

Generation Issues:

If generation takes too long, try using the cancel button and retry with a simpler prompt
Check that all required parameters are filled correctly
Verify your network connection is stable

Editing Problems:

If changes don't appear, try refreshing the preview
Save your work as a new version if experiencing issues
Clear your browser cache if the interface becomes unresponsive

Export Problems:

Ensure your browser allows downloads
Contact support if exports consistently fail