How to Generate Reports

Overview

Generate professional reports summarizing competitive intelligence, market activity, and team performance.

Access Reports

Navigate to Reports in your project sidebar.

Caption: Reports page showing available templates

Create New Report

Click Generate Report.

Caption: Starting new report generation

Configure Report

Step 1: Select Template

Choose report type:

• Executive Summary - High-level overview
• Competitive Analysis - Deep dive on competitors
• Market Trends - Industry movement
• Team Performance - Usage and ROI metrics
• Custom - Build your own

Caption: Report template selection

Step 2: Set Parameters

Define scope:

• Time range - Last 30/60/90 days, custom
• Competitors - All or specific competitors
• Metrics - Which data to include
• Team members - Whose activity to track

Caption: Report parameters configuration

Step 3: Choose Format

Select output:

• PDF - Formatted document
• PowerPoint - Slide deck
• Excel - Data spreadsheet
• Word - Editable document

Caption: Report format selection

Step 4: Customize Content

Select sections:

• ☑ Executive summary
• ☑ Key findings
• ☑ Competitor highlights
• ☑ Battle card performance
• ☑ ROI metrics
• ☑ Recommendations

Caption: Report content customization

Generate Report

Click Generate and wait for processing.

Caption: Report generating with progress indicator

Review and Download

Preview Report

Review before downloading:

• Check data accuracy
• Verify formatting
• Ensure completeness

Caption: Report preview before download

Download

Click Download to save the report.

Share Report

Share directly from Steve:

• Email to stakeholders
• Slack to team channel
• Copy share link

Caption: Report sharing interface

Schedule Recurring Reports

Automate report delivery:

1. Click Schedule Report
2. Choose frequency (weekly, monthly, quarterly)
3. Select recipients
4. Set delivery day and time
5. Click Save Schedule

Caption: Scheduling automated report delivery

Manage Report Templates

Save Custom Template

After configuring a report:

1. Click Save as Template
2. Name your template
3. Reuse for future reports

Edit Template

Modify existing templates:

1. Go to Report Templates
2. Select template
3. Click Edit
4. Update settings
5. Save

Caption: Managing saved report templates

Expected Outcome

✅ Professional report generated ✅ Stakeholder-ready format ✅ Scheduled for recurring delivery

Next Steps

• View Analytics - See live metrics
• Share Battle Cards - Improve team engagement