Reports
The Excel workbook, the seven-chapter Word master report with its twelve annexures, the PDF deliverable, on-demand final documents and the platform-versus-firm branding boundary.
The Excel Workbook: Every Sheet Explained
The Excel workbook sheet by sheet: Strategy, Search Result, Accept Reject Matrix, Financial Results, Margin Analysis and Web Analysis, plus how the workbook is produced, stored and downloaded.
Read docThe Master Report: Seven Chapters and Twelve Annexures
How the Word master report is built: seven chapters, annexures A–L, the deterministic engine, the narrative slots, and the one content stream the PDF shares.
Read docGenerating the Final Document: On-Demand Engagement Details
On-demand final document generation: the partner popup, the engagement details and narrative overrides, the job, the Word and PDF legs, and what the run does to the study state.
Read docWhite-Label Branding: Firm Name and Accent Colour
The white_label plan feature: the firm brand name and accent color in the workspace, where branding is configured in Firm Settings, and why the generated reports stay on the platform identity.
Read docBrowse other sections
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