Skip to main content
Plan mode is where you shape a report before any content is generated. It is the default state for every newly created or mirrored report, and it is the shared workspace for editing, rearranging, and describing what each section should cover. Once you are happy with the outline, you click Accept & Generate Report to produce the finished content.

​
Plan mode vs view mode

A report is always in one of two modes, toggled from the mode badge at the top of the report:
ModeBadgeWhat it shows
Plan mode (new report)DraftSection outline editor, Report Chat, and the action bar. Nothing has been generated yet.
Plan mode (after generation)PlanningSame editing workspace, used to revise an already-generated report before regenerating sections.
View modeViewingRead-only display of the generated sections with inline PDF/Excel viewer.
Click the badge (or the Plan / View button in the toolbar) to switch modes at any time. The toggle is disabled while a mirrored report is still being analysed.

​
The plan-mode layout

Plan mode is organised into three resizable panels:
  1. Report Chat (left) — Describe changes in natural language. The assistant adds, edits, deletes, or reorders sections for you. See Report Chat.
  2. Outline (middle) — The list of sections in order. Click a section to jump to it, or collapse the panel to free up horizontal space.
  3. Section editor (right) — Edit each section’s title and description inline. See Adding Report Sections.

​
The action bar

A floating action bar sits at the bottom of the section editor in plan mode:
  • Accept & Generate Report — Submits every draft section for generation. The editor locks and a Generating… indicator is shown while Daedaline produces the content. When generation finishes, the report switches automatically to view mode.
  • Ask or request changes — Jumps the cursor into Report Chat so you can describe adjustments instead of editing by hand.
The Accept & Generate Report button is only enabled when there is at least one draft section with a description. If a generation is already in progress, the action bar shows Generating… instead.

​
Toolbar actions

Plan mode shares the top toolbar with view mode. The actions you use most while planning:
ButtonPurpose
Add SectionCreates an empty section at the end of the outline and focuses the editor.
ReorderEnters reorder mode so you can drag sections into a new order. Click Done to save.
Save as templateSaves the current outline as an organisation template for reuse.
ExportDownloads the current state of the report as a document.
CancelStops an in-progress generation or document analysis.
While reorder mode is active, the other toolbar actions are disabled until you click Done or Cancel.

​
Plan mode for mirrored reports

When you mirror an existing document, Daedaline shows an Analyzing report screen while it parses the source. As soon as analysis completes, the report opens directly in plan mode with the mirrored outline populated, ready for you to review or adjust via Report Chat before generating content.

​
Next steps

Report Chat

Describe the changes you want and let Daedaline apply them.

Adding Report Sections

Edit individual sections in the outline editor.