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.
The idea behind the reports feature is to provide stakeholders the means to generate a structured data digest delivered on recurrent basis.
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.
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:
Custom (title, instructions, sources, and schedule are set by the user)
Weekly discovery digest
Last week interview synthesis
Last week feedback inbox themes
Initiative readout
Goal & KR evidence brief
Competitive landscape
Competitive landscape
Customer signal report
Customer signal report
Solution & delivery status
Evidence gaps & research plan
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), 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:
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.
Working with reports
Once you generate a report, it will appear in the Pending review tab so that you can review it before sending.
Click a report will open its preview. Here you can check if everything is fine and edit its contents before sending.
When done, click 'Approve and send' to deliver it to the subscribers:
The report will appear in the History tab with 'Approved' status:
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