> For the complete documentation index, see [llms.txt](https://help.timebook.ai/hc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.timebook.ai/hc/get-started/discovery/reports.md).

# Reports

## About

Reports in Timebook provide a summary of events in consistent and predictable form. The context from which they feed data can vary from Timebook workplace to services connected to your profile to information generally available on the internet.

{% hint style="success" %}
The idea behind the reports feature is to provide stakeholders the means to generate a structured data digest delivered on recurrent basis.
{% endhint %}

{% hint style="warning" %}
Please mind that the reports feature is still work in progress and prone to change. If you'd like to help us develop it, drop an email to <support@timebook.net> or use the contact form in the application.
{% endhint %}

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FqehA86NTN0eDdWYzQHU2%2Freports.png?alt=media&amp;token=10854746-831a-41f6-98ea-64bfebe5de2c" alt="" width="563"><figcaption><p>Reports Hub with configured templates</p></figcaption></figure></div>

### Terminology

For the purpose of this guide, we'll use the following naming:

* **Report** – the general name of the feature in Timebook
* **Template** – a reusable configuration that defines the report’s structure, content, and formatting
* **Report instance** – an issue of a report generated from the report template
* **Reports hub** – the dashboard collecting all report templates

## Creating reports

Reports are available in the personal section of the navigation sidebar. Adding a new report launches a modal with templates to select:

1. Custom (title, instructions, sources, and schedule are set by the user)
2. Weekly discovery digest
3. Last week interview synthesis
4. Last week feedback inbox themes
5. Initiative readout
6. Goal & KR evidence brief
7. Competitive landscape
8. Competitive landscape
9. Customer signal report
10. Customer signal report
11. Solution & delivery status
12. Evidence gaps & research plan

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2Fi8ExC0AOksRch0O17BdD%2Freports-1.png?alt=media&amp;token=b2b4f711-be7b-4b48-a8cf-940acedbda68" alt="" width="563"><figcaption><p>Templates for report generation</p></figcaption></figure></div>

## Structure & formatting

Once the new report template is created, you will be moved to the configuration screen where you can define and arrange its contents. A template consists of several sections:

**Title & description** – descriptive info displayed on the report's card

**Master instructions** – the prompt from which the report is generated. Check existing templates for how-to examples on how to redact a prompt that will yield the best results.

**Context sources** – the scope of data that the AI will access during report generation. You can restrict it to your Timebook's workplace, MCP connectors (configurable in your [profile settings](/hc/product-guide/profile-settings.md)), or open to the entire Web over secure protocols.

**Variants** – depending on who the recipient is, Timebook lets you generate different editions of the same report. You can prepare separate versions for product leads, data analysts, and stakeholders, without cluttering the reports hub with separate instances for each position.

You can use the attached presets to change the form and tone of the report:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2F31Ppjszj6UgdY9kM1uL3%2Freports-3.png?alt=media&amp;token=8975e605-c414-4c52-8786-5c4ae4f3dade" alt="" width="563"><figcaption><p>Variant presets in template configuration</p></figcaption></figure></div>

**Schedule** – here you can configure the time your report will be generated and delivered to its subscribers.

**Subscribers** – allows you to define who will receive the report every time a new instance is generated. Reports can be sent to workplace members or [contacts](/hc/product-guide/contacts.md).

## Working with reports

Once you generate a report, it will appear in the **Pending review** tab so that you can review it before sending.

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FFtgiaaa2VogwRQvENYG9%2Freports-4.png?alt=media&amp;token=42ed3b20-fee7-45e3-bb16-72f6f473ca66" alt="" width="563"><figcaption><p>A report with 'Pending' status</p></figcaption></figure></div>

Click a report will open its preview. Here you can check if everything is fine and edit its contents before sending.

{% hint style="info" %}
If you're unhappy with the results, fine-tune the prompt in the **Settings** tab.
{% endhint %}

When done, click 'Approve and send' to deliver it to the subscribers:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2F4uWFFnOH2Sc1AKHisi8K%2Freports-4.png?alt=media&amp;token=db6dc8cc-c0d2-4d73-985a-e3d0279a328a" alt="" width="563"><figcaption><p>Preview of generated report waiting for approval</p></figcaption></figure></div>

The report will appear in the **History** tab with 'Approved' status:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FSLnajJEhqfPKBfxyzZ6o%2Freports-6.png?alt=media&amp;token=ae591f41-6f63-4ab6-a741-1bc57d1b4fc7" alt="" width="563"><figcaption><p>History tab with approved report</p></figcaption></figure></div>