Adding a section
- Open a report in the Report Composer.
- Click the + Add Section button in the report toolbar.
- A section prompt panel appears. Type a description of what this section should cover.
- Click Submit to generate the section content.
Suggestion prompts
Not sure what to write? Click one of the suggestion chips below the prompt input to pre-fill a commonly used section description:- “Provide a table of the technical attributes of this project”
- “Provide a summary with the following headers: Overview, Key Findings, Red Flags”
- “Provide a summary of the technical considerations around interconnection”
Section states
| State | What you see |
|---|---|
| Generating | Animated skeleton lines while content is being produced |
| Ready | Rendered section content (markdown) |
| Error | Red inline error message; you can retry the section |
Editing a section
- Hover over a section to reveal the section actions.
- Click Edit to switch the section into edit mode.
- Modify the section description or content and click Save.
Reordering sections
- Click the Reorder button in the report toolbar.
- Drag sections into your preferred order.
- Click Done to save the new order, or click Cancel to discard changes.
While reordering mode is active, all other toolbar actions (Add Section, Export, Save as Template) are disabled.
The report outline
The collapsible outline panel on the left side of the report view lists all sections with their titles. Click a section in the outline to jump directly to it. Toggle the panel open and closed using the outline button in the toolbar.Saving as a template
Once you have built a report structure that you want to reuse:- Click Save as Template in the report toolbar.
- Give the template a name and optional description.
- The template is saved at the organisation level and becomes available to all team members when creating new reports.