Optimising Report Output

Before running your report

Optimising Answer Quality

• Use structured answer types (Yes/No, Select, Multi-Select) for standardised responses
• Choose "Text (Summary)" when context and explanation are needed
• Utilise "Word or Phrase" for extracting specific information like party names or dates
• Consider using number formats for durations, currencies, or percentages

Using Answer Previews

• Answer Previews allow you to test and refine your questions before running a complete report.

Key Recommendations:

• Always preview answers before running full reports
• Start with small batches when processing multiple documents
• Use clear, specific question wording
• Break down complex queries into simpler questions
• Save successful templates for future use

Document Requirements:

For optimal results, ensure your documents are:

• In Word or machine-readable PDF format
• Free from handwritten notes
• Without complex tables or formatting

Running your report

Choosing the right report output format

Reports can be generated in two formats:

• Word Format:
  • Best for single-contract analysis
  • Includes clickable citations
  • Organised in table format with space for comments
• Excel Format:
  • Recommended for multi-document reports
  • Better for sorting and filtering results
  • Ideal for large-scale contract review projects

Reviewing Report Outputs

• Click the citations links to open the original contract and view the relevant sections
  • Use ask robin once contract is open to further query the document
• Check answer accuracy against source documents
• Apply filters in Excel outputs to analyse data effectively
• Use the comments column in Word outputs to add notes or feedback

By following these guidelines, you can ensure more accurate and useful report outputs while saving time and reducing the need for multiple report runs.

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