Skip to main content
Reports turns a Lab research thread into a publication-ready PDF. The chart, table, and citation work you did in the thread becomes the body of the report; cf0 assembles the cover, sections, footnotes, and Sources Table.
cf0 Reports — browser with PDF preview
cf0 Report surface — branded cover and body with footnotes

​
What’s in a report

  • Branded cover — your firm’s logo, colours, and typeface
  • Investment summary and key metrics
  • Charts and tables drawn from the Lab thread (live data, not screenshots)
  • Numbered footnotes anchored to a Sources Table — see Citations and audit trail
  • Key Assumptions table before any valuation, so reviewers can swap inputs and see what drives the model
  • Standard sections — thesis, financials, risks, disclosure

​
Generate from a Lab thread

1

Run the research in Lab

Complete a research conversation. The more targeted the thread, the tighter the report.
2

Click Generate report

cf0 reads the conversation and drafts the structure automatically.
3

Edit the draft inline

Click any section to edit text directly. Charts and tables pull from the Lab thread and aren’t editable — change them by extending the thread.
4

Export as PDF

Click Export PDF. The report renders in your firm’s brand template and downloads.

​
Export to Excel and PowerPoint

Beyond PDF, cf0 generates native .xlsx and .pptx from any analysis or uploaded document. Formulas and source links carry through to the spreadsheet; chart objects and section headings carry through to the deck.

​
Branding

Reports inherit your organisation’s branding automatically. Org admins configure logo, colours, and typeface under Settings → Brand. Every exported PDF reflects those settings — no manual formatting work.

​
The Reports dashboard

The Reports page (left sidebar) lists every report you’ve generated. From the dashboard you can view a report, jump back to the Lab thread that produced it, or delete it. Deleting a report does not delete the underlying Lab thread.
Last modified on June 5, 2026