Report Structure Overview
Every clariBI report can contain up to seven sections. You choose which to include when generating the report. Here is what each section contains and how to get the most value from it.
Executive Summary
What It Contains
A two- to four-paragraph overview written in plain language. It answers the question: "What are the most important things a busy executive needs to know from this data?"
The executive summary includes:
- The headline finding (the single most important insight)
- 2-3 supporting observations with specific numbers
- The overall direction (are things improving, declining, or stable?)
- A forward-looking statement about what to watch
How to Read It
Start here if you have limited time. The executive summary is designed to give you 80% of the value in 30 seconds of reading.
Editing Tips
After generation, you can edit the executive summary text directly. Useful for adding context the AI may not have (organizational decisions, external events).
Key Metrics
What It Contains
A row of 3-5 metric cards displaying the most important numbers from the analysis:
- Metric name and value (e.g., "Total Revenue: $142,000")
- Comparison to previous period (e.g., "+12% vs. last month")
- Trend direction (up arrow or down arrow)
How to Read It
These are your scoreboard numbers. Look for red (below target or declining) and green (above target or growing) indicators.
Customization
After generation, you can:
- Change which metrics are displayed
- Edit the comparison period
- Add or remove metric cards
Detailed Findings
What It Contains
The analytical core of the report. This section contains:
- Bullet-pointed observations backed by data (e.g., "The Enterprise segment grew 22% while SMB contracted 5%")
- Explanatory context connecting observations to potential causes
- Charts and visualizations embedded inline with the text
- Data callouts highlighting surprising or noteworthy numbers
The AI structures findings from most impactful to least, so the most important observations appear first.
How to Read It
If the executive summary raised a question, the detailed findings provide the answer. Each finding is self-contained -- you can scan the bullet points without reading every paragraph.
Charts in Findings
Each finding may include a chart. The AI selects chart types based on the data (see How AI Chooses Charts). You can change chart types after generation by clicking on any chart and selecting a new type.
Recommendations
What It Contains
Actionable suggestions based on the findings. Each recommendation:
- References a specific finding (e.g., "Given the 22% growth in the Enterprise segment...")
- Proposes a concrete action (e.g., "Increase sales resources allocated to Enterprise accounts")
- Notes the expected impact where applicable (e.g., "This could capture an additional $50K-$80K in Q1")
How to Read It
Recommendations are the "so what" of the report. They translate findings into decisions. Evaluate each one against your organizational context -- the AI does not know your budget constraints, team capacity, or strategic priorities.
Important Note
Recommendations are suggestions, not prescriptions. The AI generates them based on data patterns, but they may not account for factors outside the data (market conditions, team bandwidth, existing plans).
Data Tables
What It Contains
The raw or aggregated data underlying the report's analysis. Tables include sortable columns, row counts, and optional search.
When to Include It
- When the audience wants to drill into specific numbers
- When the report will be used as a reference document
- For compliance or audit purposes where source data must accompany conclusions
When to Exclude It
- For executive-level reports where only findings matter
- When the report will be presented (tables do not project well)
Methodology
What It Contains
A brief description of how the analysis was performed:
- Which data source(s) were used
- The date range analyzed
- Any filters or exclusions applied
- The analysis template or custom prompt used
- Statistical methods applied (aggregation types, comparison logic)
When to Include It
- For regulatory or compliance reports
- When the audience might question the methodology
- For reproducibility -- so someone can run the same analysis later
Appendix
What It Contains
Supplementary material that supports the main report but is too detailed for the body:
- Additional charts that did not make the main findings
- Complete data tables (vs. the summarized tables in the Data Tables section)
- Definitions and assumptions
- Links to related reports or dashboards
When to Include It
- For comprehensive reports that serve as reference documents
- When the audience includes both executives (who read the summary) and analysts (who need the details)
Editing the Report
After generation, the report opens in an editor. You can:
- Edit text -- click any text block to modify the wording
- Change charts -- click a chart to change its type, colors, or data mapping
- Reorder sections -- drag section headers to rearrange
- Add sections -- insert new text blocks, charts, or dividers
- Remove sections -- delete any section or element
Changes save automatically. Use Ctrl+Z to undo.