How to generate a report in Dcipher Report Generator
Written by Andreas Reibring
Updated over a week ago

When working with desk research, going through tons of texts and figures typically takes long—you may not even always have enough time to read everything that you know would be relevant. And when it is time to write up a report, still more time and effort are needed.

Using Dcipher Report Generator, however, producing a report is as easy as uploading the source material—be it texts, spreadsheets, or some other kind of data—and describing what the report should look like. You have full control over the report’s structure as well as its style, and the Report Generator is able to generate text as well as tables for your report.

A sample report generated using Dcipher Report Generator is shown at the bottom of this article.

Typical use cases

  • Creating a first draft for a report about any given topic, based on relevant inputs such as PDFs, spreadsheets, news articles, or social media posts.

  • Getting automatically generated reports at a regular interval, such as weekly or monthly, summarizing the latest developments in relation to an arena, a brand, one's competitors, or other topics of interest.

Delivery formats and outputs

The report is delivered as a Word document with text, tables, and charts according to the instructions you provide.

How to create a report using Dcipher Report Generator

Step 1: Navigate to the Dcipher Report Generator

Click the “AI Generated Reports” icon in the top bar after logging into your Dcipher Analytics account. This takes you to the Report View. Once you have started generating reports using the Dcipher Report Generator you will find them listed here.

Step 2: Create a report generation project

Click “Create a new AI-generated Report”. Then select “New blank AI Generated Report” to create a report from scratch or “AI Generated Report from a template” to create a new report based on an existing template.

Step 3: Import your data

You will now see a view that lets you upload and organize the data that you want to use as input for your report. If you want to distinguish between different documents, for example if you want different report sections to be based on different sets of data, you can create separate folders for them. Otherwise you can upload all documents into just one folder. Upload your files to the folders where you want them by drag-and-drop. Upload any spreadsheets you want to use to the Tables folder. When you’re done uploading your data, click “Continue”.

Step 4: Build your report template

Specify your report’s structure, content, and style by filling in the section-level fields in the report template. The following fields are available:

  • Title (mandatory): This will be displayed as the section title in the output report. For subheadings, separate the levels with a slash. For example, “Trend Descriptions / Technological Trends / Generative AI” will result in “Trend Descriptions” as the first-level heading, “Technological Trends” as second-level heading, and “Generative AI” as third-level heading.

  • Input file folder (optional): Specifies which folders to search for the specific section.

  • Table inputs (optional): Specifies which spreadsheets to use for the specific section.

  • Instruction (mandatory): Provides the instruction for the specific section, based on the input documents and/or spreadsheets. For example, “Briefly describe key trends in Generative AI.”

  • Example output (optional): Can be used to provide output examples that should be emulated to achieve the desired style and type of content.

  • Style preferences (optional): Instruction for the desired style. For example, “Craft the report section in a style suitable for senior management of a large company, ensuring a critical and nuanced analysis of the source material.”

You can also provide report-level instructions through the following fields in the sidebar:

  • Default style preference: If you want to use the same style instruction for all sections, use this field instead of the section-level style preference field.

  • Placeholders: To use placeholders in your report section instructions, provide placeholder names (preceded by “$”) together with the values they represent here. For example, $company could be used as a placeholder name for the value “Dcipher Analytics”. This will replace all uses of $company with “Dcipher Analytics” in the report section instructions. Using placeholders saves time when using the same template for different reports.

The following section-level actions can be used to build and optimize the report template:

  • Add section: Adds a new section to the report template.

  • Clone: Clones an existing template. Useful for creating new sections that are variations of existing sections.

  • Settings: Under “Settings”, you can change the language model used to generate the section text, and specify whether you want source references in the output text.

  • Download preview: Generates an output for the given section. Useful for iteratively tweaking the instructions for individual sections without having to generate an entire report.

  • Delete: Deletes the given section from the template.

Step 5: Save the report template

Click “Save as a template” to save the report template you’ve built. You can now use it as a template for new reports, where you can use other input data.

Step 6: Generate the report

Click “Generate full report” to generate a report based on the template you’ve built. If you’ve made changes to some of the section instructions, only the content of the corresponding sections will be regenerated; the rest of the report will be exactly the same as the last generated version. The report being generated will be added to your Report View.

Step 7: Download the report

You will receive an email once the report has been generated. You can download the report by clicking the link in the email, or by clicking the download icon next to the report in the Review View.

As an example, this report was generated using the instructions shown above:

Did this answer your question?