Creating your first Report

Accessing Reports

Once you log into the Robin AI platform, Reports can be accessed through the left sidebar as the third menu option.

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Creating Your First Report

1. Navigate to the Reports homepage from the sidebar
2. Click the Create Report button in blue, at the top of the page
3. Give the Report a Name. 💡 Best Practice: Give your reports clear, descriptive names to stay organised and make them easy to find later.
4. Upload your documents when prompted
   • Select files from your local system
   • Ensure documents are in the accepted formats of Word documents and PDFs
5. Select a template that matches your needs
   • You can choose from All Templates in the system, Robin AI templates, or your personalised templates (see guide for Building effective templates here)
   • Review the template description and questions and make any desired changes
   • You can preview the types of insights it will generate (see here for a guide on how to preview answers)
6. Review and configure your report settings
   • Choose your preferred export format (Word or Excel)
   • Select whether to include citation URLs
     • Citations can appear as clickable links in Word document.
     • In Excel documents, citations will be visible but non-clickable due to Microsoft limitations
7. Click Run Report to generate your analysis
8. Once the report is complete it will be delivered to your inbox. You will be able to view, access and download it directly in the Robin AI platform or you can download an export of the report from Robin AI. You will also get an email with the Report attached.

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Reviewing Your Report in the platform

Once your report is complete, you can review the report in the Robin AI platform directly. You will also receive the completed report by email in your previously selected format.

• Each answer includes citations linking back to the source text
• Clicking the citations will give you a side by side view of the report output and the source of the citation
• You can click through the citations and verify the report outputs
• You can also download reports in your chosen format (Word or Excel):
  • Word - recommended for single document reports
  • Excel - recommended for multi-document reports

Read more on how to review your Report in the platform here.

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Managing Reports

After creating reports, you can:

• View all your reports from the Reports homepage
• Share reports with team members
• Save edit to a report template as new templates
• Download reports in different formats as needed

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