Reports
The Excel workbook, the 19-chapter Word master report, 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 19-Chapter Word Master Report: Structure and Content
The Word master report chapter by chapter: the deterministic report engine, the knowledge base, the narrative slots, the appendix pointers and the narrower PDF rendering.
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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