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Reports help you turn research evidence into a structured document for stakeholders, clients, and teammates.

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Create a report document

  1. Click Reports in the left sidebar.
  2. Select the project you want to report on.
  3. Click New document. If the project has no reports yet, click Create first report.
  4. Open the report document.
  5. Edit the report title if needed.
Fred opens an editable report workspace for the selected project.

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Add report content

Use the editor to add sections such as:
  • research goal
  • methodology
  • key findings
  • evidence and quotes
  • analytics summaries
  • recommendations
  • next steps
Where available, import project evidence, analytics, and saved insights instead of manually copying everything.

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Use AI report support

If your plan includes AI report drafts:
  1. Open the Fred AI sidebar in the report editor.
  2. Generate a report draft or ask for help with a section.
  3. Review the answer before inserting it.
  4. Insert only content that is supported by the project evidence.
Treat AI-generated report text as a draft. Keep final recommendations tied to the evidence you reviewed.

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Share or export

When the report is ready, use the report sharing or export options available in the editor. Review the content before sharing it outside your team. Review results and insights