Your First Report
Reports turn your activity and market data into board-ready documents — combining share price performance, sentiment analysis, and AI-generated insights into a single PDF you can share with stakeholders.
What You'll Need
Before generating your first report, make sure:
- Your company profile is configured with an ASX code
- You have at least a few weeks of tracked activities for meaningful data
- Optional: A connected Mailchimp integration for broadcast metrics
Generating a Board Report
- Navigate to Reports in the sidebar
- Select Board Report
- Set the date range using the date picker — default is the past 2 months
- Click Generate Report — this takes a moment as the system pulls activities, market data, and generates AI insights
- Review the report sections and edit the Notes field if needed
- Click Download PDF to save
What's in the Report
The board report generates a multi-section PDF covering:
| Section | What It Contains |
|---|---|
| Summary | AI-generated executive summary, key metrics, and editable notes |
| Activities & Share Price | Quick stats and share price vs activity chart for the period |
| Announcement Performance | Price-sensitive announcements, impact timeline, and CAR by category |
| Sentiment | Sentiment by source and sentiment vs share price chart |
| Media Coverage | Article count, media timeline, and source concentration |
| People | Author influence analysis, scatter chart, and flagged people |
| Broadcasts | Events vs price, campaign performance, and email analytics |
| Flagged Activities | Activities flagged by your team for follow-up or attention |
| Market Intelligence | Z-score analysis, spike timeline, returns scatter, and drawdown charts |
Tips for Better Reports
tip
Set a date range that covers a meaningful period of activity. Short ranges (under a week) may not have enough data for useful AI insights or trend charts.
- Edit the Notes section before downloading to add board-specific context or commentary
- Run reports after market close for the most up-to-date share price data
- Use consistent date ranges (e.g. quarterly) to make reports comparable over time