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Reports & Exports

Audience: Users · Version 0.1 (draft) · Updated 2026-06-11

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. The flow:

  1. 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.
  2. Click Generate report. The agent never creates a report on its own. In production, generation runs as a background job — large reports can take a little while.
  3. Open it from My reports (/account/reports) once it shows as ready.

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

Every number in a report carries its source and period, and values that look unusual are flagged rather than hidden. 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.