✍ Creating Your Report

There report is a structured document designed for sharing

A There report is a structured document designed for sharing. It can be audits, project progress tracking, analyses (market, product, budget), business proposals, and more.

Creating a Report

  1. Click "" at the top of the left sidebar

  2. Drag and drop your notes from the right sidebar

  3. Type / to access advanced formatting options:

    • Columns to organize content

    • Table of contents

    • Horizontal rules

    • Page breaks

Using AI Effectively

AI drop zones allow you to transform multiple notes into coherent sections

  • Generate task lists

  • Create conclusions

  • List key questions

  • Produce a professional summary or report

  • Formulate your request to the AI

Organizing Your Reports

  • Create directories to classify your reports

  • Duplicate an existing report as a template

  • Collaborate in real-time with your team

info icon
All members of your organization can edit reports in real-time.

FAQ

Question: How can I preview my report before sending it?
Answer: In the report editing interface, what you see is exactly what your recipients will see. The formatting is in real-time.

Question: Can recipients modify my report?
Answer: No, recipients have read-only access to your report. They can read it online or download it as a PDF, but cannot modify it.

Question: How does the photo gallery work?
Answer: You can drag and drop multiple photos at once or in multiple times to automatically create a gallery. Images are automatically resized and organized in a balanced way on the page.

Question: Are note modifications reflected in the report?
Answer: Once a note is dragged into a report, it becomes independent. Subsequent modifications to the source note do not affect the report's content.

Did this answer your question?
😞
😐
😁