From complex analysis to professional reports in minutes
Needl.ai CustomReport transforms complex document analysis into configurable, self-serve report generation. Whether you need credit memos, compliance summaries, or sector analysis, your team can produce professional reports using proven templates or craft custom reports with tailored prompts.
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From Manual Workflows to Scalable, Self-Serve Reporting
The Problem
- Analysts buried in copy-paste and formatting work
- Inconsistent output quality across team members
- Risk of omissions or citation errors
- Hours spent parsing large filings and documents
- Starting from scratch for every similar analysis
What You Get with CustomReport
- Self-serve report generation in under 30 minutes
- Template gallery with 80% quality out-of-the-box
- Professional formatting with automatic citations
- Standardized templates with configurable prompts
- Reusable templates that capture domain expertise
Built for Self-Service, Customization, and Professional Quality
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Start with proven templates or build custom reports using tailored prompts. Enhanced prompt generation ensures your reports follow specific formats tailored to your methodology.
Build the foundation for faster, more focused research by keeping all relevant content in one place
Generate logical report structures with relevant sections and key questions. Edit, regenerate, or reorder sections in real-time to match your organization's analytical standards.
Explore your research with confidence, uncover deeper insights, and always know where the information comes from
Upload multiple documents and let AI synthesize information from financial statements, regulatory filings, and proprietary data into cohesive, structured reports.
Use tailored templates to streamline repetitive workflows and generate consistent outputs
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Refine sections using natural language instructions. Share reports across teams with full access controls and maintain professional formatting throughout collaboration.
Understand what’s verified, what needs review, and navigate your documents with full context
How it Works
- 01
Upload your Source Documents
Bring in investor updates, SEC filings, earnings transcripts, scheme updates, or internal research. Support for multiple file formats with intelligent document processing. - 02
Select or Customize your Template
Choose from proven templates like Credit Rating, IPO Prospectus Summary, or Initiating Coverage. Or create custom prompts that encode your specific methodology and analytical framework.03Review and Refine the Structure
AI generates a logical report structure with relevant sections and key questions. Edit, regenerate, or reorder sections to match your requirements before content generation begins.04Generate and Edit your Report
CustomReport produces structured, professional reports with proper citations and formatting. Use post-generation editing to refine sections or add custom analysis. - 05
Share and Collaborate
Share the report with your organization or anyone with a public link, or export to PDF and Word for offline use.
Solving Real Problems Across Teams
Analysis
Reporting
Client Delivery
Reports that Scale with Your Expertise
See how CustomReport can help your team generate professional reports faster, with greater consistency and the flexibility to encode your domain expertise into reusable templates.
We cut our report turnaround from four days to six hours, and now our junior analysts can produce the same quality output as our senior team using our proven templates. That has transformed how we plan, prioritize, and deliver.