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Creating Your Report
Creating Your Report

How to create a report

Heather Perez avatar
Written by Heather Perez
Updated over 5 months ago

Report Purpose

Clearly state the specific scope or main objective of your report. What does the report aim to achieve, or what is the question it seeks to answer?

Example 1: This report will analyze cyber threat actors' use of AI for malicious attacks, detailing their tactics (TTPs) and most targeted sectors to empower proactive defenses.

Example 2: To conduct a due diligence report on [person] and [his/her] company [company name].

Persona

Identifying the role you want the AI to adopt shapes the tone, style, and content of your report. Tailor your report's tone to your audience. Choose from pre-defined personas (Agent, Researcher, Analyst, Business) or select "Other" to customize the AI's writing style for a specific role. For example, asking AI to respond as an expert in cyber security can yield more detailed and technical insights than a general query.

Example: Choose "Other" and specify Cyber Security Analyst

Baseline

In this section, users will provide a title for their report and select a due date.

Report Outline

This section is where you will leverage Indago to analyze your data and structure your report.

  1. Each of these section headers in the default outline is an individual prompt that can be modified and/or expanded. (i.e. Key Finding written in 3 concise bullet points)

  2. To change the order of the outline, click and hold the six dotted lines to drag the sections up or down. Sections can also be dragged to the right to make them a 'subsection'.

  3. Click ‘Add Section’ to add a new section or sub-section to the report.

  4. Click the three vertical dots to remove a section or add a subsection.

  5. For report types that are created regularly, you can save their outlines and use them for future reports.

  6. Click on “Preset” to view a list of your saved outlines that can be selected for new reports or select a template from Indago presets.

  7. Once the outline is ready, click here to generate the report.

Generate Report

Watch as each section of the report is quickly generated. When a section is completed, the section headers will be displayed in the sidebar with a check mark.

Once the report has been completed, users have the option to regenerate it if they aren’t happy with the results or finish the report.

Finalize the Report

This section allows the user to make general edits, add comments, and review sources.

To Add a comment, highlight text in the report, then click the highlighted Message button in the toolbar.

The comments will appear in the sidebar. It will include the name of the commenter, along with a date and timestamp.

The parameters used to develop your report can be viewed by clicking "Details" in the sidebar. It will include the purpose, persona, and outline prompts.

Sources used in building your report will appear in the sidebar. You can click "See Result" to view the article.

You're done! Once you have made any necessary changes to your report, click this button to copy and paste it elsewhere outside the Indago platform (i.e. Word, Google Docs).

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