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Refine and author

The compose view: accept drafts, revise them, write your own findings, and add tables and diagrams.

Updated August 19, 2026
2 min read
reports
customization

The compose view is where a draft report becomes your report.

Working through the drafts

Every block starts as a Draft. For each one you can:

  • Accept it — it becomes Reviewed, attributed to you.
  • Edit it — it becomes Revised, with your text and the original kept in history.
  • Reject it — it leaves the report, and the reason is recorded.

The remaining queue is shown as a count of drafts still to review, so "is this report ready" has a factual answer rather than a feeling.

Writing your own

Add a finding, a table, a chart, a diagram or a callout anywhere in a section. Analyst-authored content is labeled Analyst so a reader can tell your judgment from a drafted statement you accepted.

Editing rules that are not preferences

  • A citation cannot be edited into pointing somewhere it does not point. Change the claim, or change the evidence; you cannot re-aim a locator at a document that does not support it.
  • A quotation stays a quotation. If a block quotes a source document, editing the quoted words turns a wording change into a misattribution. Paraphrase outside the quotation instead.

Working on it with colleagues

Blocks lock while someone is editing them, so two analysts cannot silently overwrite each other. Section-level locking is available where a section is finished and should not move.

Availability

Compose is part of the plans that include refine and author. On other plans the report is read-only: you get the drafted report and its exports, without in-place authoring.

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