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Creating and Managing Report Blueprints

Updated over 2 weeks ago

Report Builder supports text-based analysis powered by deep research.

Here's a quick video.

To begin, click on Report Builder from the Start Page.

The Report Builder can be used to build reports by giving all the instructions as a prompt and letting the AI create the report or by manually configuring the report. 

The book icon on the top left opens up the Report Blueprint Library which includes built-in Maven templates and your saved custom blueprints for streamlined report creation.

You can select a blueprint to auto-populate report sections streamlining setup and saving time. To find a blueprint that fits your needs, use the search bar.

Blueprints are organized into four categories:

  • All, which includes both inbuilt Maven templates and custom ones you've created;

  • Public, consisting of globally accessible Maven templates;

  • Mine, showcasing blueprints you've personally created and saved;

  • Starred, a quick-access list of blueprints—either custom or inbuilt.

To select a blueprint, simply click on it to review its layout and contents, then click Apply to use it in your report.

If you’d like to remove a blueprint from your personal library, use the Delete button.

You can also click the Star button to add a blueprint to your Starred section, making it easier to access through the Starred tab for future use.

Another way to create a report is by using the "or configure manually" option. This opens up Report Configuration in Report Builder which consists of various options to create save, view blueprints as well as generate sections for a new blueprint or review and edit a blueprint before applying it.

If your report requires specific objectives and predefined sections, you can manually enter them in the Report Objective and the Report Section fields to guide the structure accordingly. You can also edit the objective and sections of a built-in blueprint.

To structure your 'report sections' according to your needs while creating a new report or applying a built-in template that may need some tweaking :

  • Use the "+" icon to add new sections.

  • Populate each section with a title and relevant topics to break content into manageable sub-sections.

  • Use the save icon to store individual sections.

  • Use the duplicate icon to easily replicate existing sections—ideal for making quick tweaks to similar content without retyping.

  • The delete icon lets you remove any sections that are no longer needed.

Once you're satisfied with the blueprint, click the save icon above the report objective box and use the window that appears to save it for future reuse, update an existing blueprint, or create a new one. You will need to add a title, and optionally include a description and category to save.

The right-hand panel: Attachments lets you tag up to 5 itemssuch as drugs, trials, indications, mechanisms, prior reports, or tables to enrich your report.

You can mix item types of tagged items (e.g., a table, a trial, and a drug) for added context. This enhances traceability, centralizes key references, and allows stakeholders to access relevant data directly within the reporting workflow, improving clarity and decision-readiness.

You can also upload a file. Supported upload formats include PDF, DOCX, PPTX, CSV, XLSX, TXT, and MD files (max 2.5MB).

Once the blueprint is finalized and saved, click Generate Report to initiate report creation using your configured structure, attached references, and defined objectives.

Moving from the left panel to the right, you can fine-tune a report to meet your specific needs—starting with blueprint selection, then customizing objectives and section layouts, and finally enriching the output with tagged references and supporting files.

This progression offers a structured yet flexible experience designed for efficiency, clarity, and reusability. It simplifies complex workflows, making it easier to produce high-impact, reference-ready outputs without repetitive setup.

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