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Reports & Exports

Audience: Users · Version 0.3 (draft) · Updated 2026-09-05

How to generate AI reports and get data out of Capital Workbench. Feature availability by plan is listed in the Feature Inventory.

AI Reports

CW can generate structured, editable reports from its own data. Generation requires a verified account, available plan allowance and service capacity. Two ways to start:

  • The AI Reports launcher — the AI Reports item in the header opens a picker: choose a report type, select the company or companies, and click Generate report.
  • Ask the AI Agent — e.g. "Generate a working-capital comparison of AAPL and MSFT". The agent validates the request and shows a proposal card; the report is created only after you click Generate report (the agent never creates one on its own).

Either way, generation runs inline: the report opens in a new tab and finishes building on the page; timing varies. Do not assume a failed or interrupted request will complete in the background. Saved reports live in My reports (/account/reports).

Available report types include single-company snapshots (performance, liquidity, working-capital diagnostic, diligence-memo-lite), two-company comparisons (working capital, profitability), and small industry-cohort snapshots.

What's in a report

Check the source, period and units supplied for each metric. AI prose can contain mistakes; a polished report is not proof that every figure has been independently validated. Reports are frozen at generation time — they don't silently update as new data arrives. Regenerate to refresh.

Editing a report

Once a report is ready, you can edit the title, edit section prose, reorder sections, and delete sections. Save your edits before exporting — exporting a draft with unsaved changes is blocked.

Exporting a report

From the report viewer: Markdown or PDF export of a saved, ready report.

Excel & CSV exports

Export Where Notes
Company Workbook (.xlsx) Reports menu A formatted Excel template populated with the selected company's data.
Raw Data (.xlsx) Reports menu The underlying financial data for the selected company.
Financials Copy / CSV Company Financials page Copy a statement to the clipboard or download CSV.
Insider CSV Insider Activity page Requires the Analyst plan.

Excel templates contain formulas that read from a data sheet. If you edit the workbook, keep the CW_Data sheet intact or formulas will break.

PDF page capture

Some pages (Working Capital, Cash Analysis) support a PDF download of the page. This is currently enabled for admin accounts only while in testing; other accounts see a "not enabled yet" hint.

On the Analyst plan you can create hosted share links for charts and pages (Share menu). Links are unlisted, expire by default, and are limited to 10 per day. Anyone with the link can view it — no account needed. Manage or revoke your links at /account/shares.