> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Turn any Lab thread into a publication-ready PDF with numbered footnotes, a Sources Table, and a Key Assumptions table. Ready for IC.

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.

```mermaid theme={null}
%%{init: {"theme": "base", "themeVariables": {"primaryColor": "#1d4ed8", "primaryTextColor": "#ffffff", "primaryBorderColor": "#172554", "secondaryColor": "#ffffff", "tertiaryColor": "#fafafa", "lineColor": "#52525b", "textColor": "#18181b", "mainBkg": "#1d4ed8", "secondBkg": "#ffffff", "clusterBkg": "transparent", "clusterBorder": "#e4e4e7", "edgeLabelBackground": "#ffffff", "labelTextColor": "#18181b", "actorBkg": "#1d4ed8", "actorBorder": "#172554", "actorTextColor": "#ffffff", "actorLineColor": "#52525b", "signalColor": "#52525b", "signalTextColor": "#18181b", "labelBoxBkgColor": "#1d4ed8", "labelBoxBorderColor": "#172554", "noteBkgColor": "#fafafa", "noteTextColor": "#18181b", "noteBorderColor": "#e4e4e7", "messageTextColor": "#18181b", "sequenceNumberColor": "#ffffff", "fontFamily": "Inter Tight, -apple-system, sans-serif", "fontSize": "13px"}}}%%
graph LR
  T["Lab thread<br/>charts + cites"] --> G["Generate report"]
  G --> S["Section draft<br/>cover · thesis · risks"]
  S --> E["Edit inline<br/>or @-mention"]
  E --> X{"Export"}
  X --> P["PDF<br/>(branded)"]
  X --> XL["Excel"]
  X --> PP["PowerPoint"]

  classDef io fill:#ffffff,stroke:#d4d4d8,color:#18181b
  classDef step fill:#1d4ed8,stroke:#172554,color:#ffffff
  classDef out fill:#fafafa,stroke:#d4d4d8,color:#18181b
  class T,E io
  class G,S,X step
  class P,XL,PP out
```

<Frame caption="Reports browser with a PDF preview open — cover page in the firm's brand template, dated entries, pages and word counts per report.">
  <img src="https://mintcdn.com/cf0ai/MLKVdlfco0_3MhGd/images/reports-browser-light.jpg?fit=max&auto=format&n=MLKVdlfco0_3MhGd&q=85&s=9678e779efe497f6460a68ccbd92f7f0" alt="cf0 Reports — browser with PDF preview" width="1600" height="900" data-path="images/reports-browser-light.jpg" />
</Frame>

<Frame caption="The report surface — branded cover, body sections with tabular numerals, inline numbered footnotes anchoring to a Sources Table in the appendix.">
  <img src="https://mintcdn.com/cf0ai/Tr576YnoqImeEPZS/images/brand/surfaces-report.png?fit=max&auto=format&n=Tr576YnoqImeEPZS&q=85&s=4548023e9603eaea13bc9ee26a8b6125" alt="cf0 Report surface — branded cover and body with footnotes" width="702" height="1232" data-path="images/brand/surfaces-report.png" />
</Frame>

## 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](/security/citations-and-audit#report-grade-citations)
* **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

<Steps>
  <Step title="Run the research in Lab">
    Complete a research conversation. The more targeted the thread, the tighter the report.
  </Step>

  <Step title="Click Generate report">
    cf0 reads the conversation and drafts the structure automatically.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Export as PDF">
    Click **Export PDF**. The report renders in your firm's brand template and downloads.
  </Step>
</Steps>

## 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](/workspace/settings#brand-org-admin-only). 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.