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Report Generation

Overview​

Inqura generates professional investigation reports that synthesize findings, cite evidence, and present conclusions in formats ready for stakeholders. Reports can be exported as PDF or Word documents.

Report Structure​

Standard Sections​

SectionDescription
Executive SummaryHigh-level overview for decision-makers
Scope and MethodologyWhat was examined and how
BackgroundContext and relevant history
FindingsDetailed findings organized by topic
AnalysisInterpretation of evidence and findings
ConclusionsSummary determinations
RecommendationsSuggested actions (if applicable)
Evidence ReferencesAppendix of cited evidence

Custom Sections​

Add custom sections for:

  • Responses from subjects
  • Technical appendices
  • Timeline of events
  • Detailed evidence summaries

Generating Reports​

Section-by-Section Generation​

  1. Navigate to the Report page
  2. Select a section to generate
  3. Review AI-generated content
  4. Edit as needed
  5. Repeat for each section

Regeneration​

Regenerate any section when:

  • Analysis has been updated
  • Evidence has changed
  • You want different focus or tone

Manual Editing​

All sections support rich text editing:

  • Format text (bold, italic, headers)
  • Add/remove content
  • Insert tables and lists
  • Include manual citations

AI Report Generation​

How It Works​

The AI generates report sections using:

  • Investigation context and focus statement
  • All generated analyses
  • Evidence summaries
  • Framework documents
  • Work type-appropriate terminology

Section Types​

Each section type has optimized prompts:

Executive Summary

  • Concise overview
  • Key findings highlighted
  • Clear conclusions

Methodology

  • Evidence collection approach
  • Analysis methods used
  • Standards applied

Findings

  • Evidence-based statements
  • Citations to source materials
  • Confidence levels noted

Conclusions

  • Synthesis of findings
  • Determination statements
  • Remaining uncertainties

Export Options​

PDF Export​

Generates a formatted PDF document:

  • Professional layout
  • Table of contents
  • Page numbers
  • Evidence citations

Word Export (DOCX)​

Generates an editable Word document:

  • Maintains formatting
  • Editable for further refinement
  • Compatible with standard workflows

Export Contents​

Both formats include:

  • All report sections
  • Evidence references
  • Generation metadata
  • Quality disclaimers (AI-generated content notice)

Evidence Citations​

Automatic Citations​

The AI automatically cites evidence:

  • Reference numbers assigned
  • Linked to Evidence References section
  • Include title, type, source, date

Citation Format​

Example: [Evidence 3: Email from J. Smith, 2025-12-15]

Managing Citations​

  • Review citations in Evidence References
  • Verify accuracy of attributions
  • Add manual citations if needed
  • Remove irrelevant citations

Quality Considerations​

AI Limitations​

Reports are AI-generated. Review carefully:

  • Verify factual accuracy
  • Check evidence citations
  • Ensure appropriate tone
  • Confirm conclusions are supported

Human Review​

Best practices:

  • Subject matter expert review
  • Legal/compliance review if applicable
  • Management approval before release
  • Version control for drafts

Quality Metrics​

Report generation uses the same quality framework:

  • Faithfulness to evidence
  • Coverage of key issues
  • Appropriate confidence levels

Report Status​

Track report progress:

StatusMeaning
DraftWork in progress, not for distribution
ReviewReady for internal review
FinalApproved for distribution

Change status on the Report page.

Work Type Customization​

Reports adapt to work type:

Work TypeReport Title Example
Investigation"Investigation Report: [Title]"
Evaluation"Evaluation Report: [Title]"
Audit"Audit Report: [Title]"
Review"Review Report: [Title]"

Terminology throughout adjusts accordingly.

Project Export​

Export entire project (not just report):

Contents:

  • investigation-data.json - Complete structured data
  • README.txt - Project summary
  • evidence/ - All evidence attachments
  • background-documents/ - Context documents
  • framework-documents/ - Evaluation frameworks

Use cases:

  • Archival
  • Legal hold
  • External review
  • Backup

Access via Settings → Export Project.

Best Practices​

Before Generating​

  • Complete all analyses
  • Review finding statuses
  • Verify evidence links
  • Update focus statement if needed

During Generation​

  • Generate sections in order
  • Review each before proceeding
  • Note sections needing manual attention
  • Save work frequently

After Generation​

  • Full read-through for coherence
  • Verify all citations
  • Check for AI artifacts or errors
  • Professional formatting review

Before Distribution​

  • Management/legal approval
  • Sensitive information review
  • Final proofreading
  • Appropriate classification marking

Versioning​

Report Versions​

Each report save creates a version:

  • Version number increments
  • Previous versions preserved
  • View version history

Draft Management​

Keep track of iterations:

  • Mark drafts clearly
  • Note review feedback
  • Document approval chain

Archive and Retention​

Archiving Projects​

After final report:

  1. Set project status to "Complete"
  2. Export project data for records
  3. Optionally archive (hides from dashboard)

Retention Considerations​

  • Check organizational retention policies
  • Consider legal hold requirements
  • Export before any deletion
  • Document retention decisions