Generating reports

What the report wizard does

The report wizard is the fastest way to turn the live diligence system into a reviewable written output.

It follows three steps:

1. Report type — choose the built-in report you want
2. Sections — keep the default sections or trim the report down
3. Options — add focus instructions, then generate

The output is a draft report inside Colabra. It is meant to be reviewed and edited before final distribution.

That draft is not just a static AI output. The team can keep editing the same report collaboratively inside Colabra, refine the language, tighten recommendations, and bring in judgement before treating it as final.

The draft also stays cited. Statements in the generated report carry inline evidence citations, so reviewers can inspect the supporting source material directly from the report instead of re-tracing the narrative by hand.

From working queue to first draft

Real deal example: move from triage to a board- or partner-ready draft

After a week of live review, the team has findings, requests, and gap status inside the project but still needs a memo. The report wizard is the bridge between those live objects and a draft document a reviewer can react to.

Built-in report types

The product exposes four built-in report types:

Report type	Best for	What it contains
Issues report	Standard red-flag diligence output	Executive summary plus issue sections by workstream with risk and recommendations
Open items & gaps report	Tracking missing evidence and unresolved asks	Gap coverage, critical gaps, open items by workstream, and recommended next steps
Full diligence summary	Broader IC / board-ready summary	Narrative summary across findings, gaps, mitigations, and recommendations
QoE report pack	Project-level QoE work	QoE-specific deterministic sections and evidence-backed narrative

Choose the report type by audience first. That usually makes the rest of the wizard easier:

• use Issues report when the reader wants concentrated risk and recommended action
• use Open items & gaps report when the reader cares most about what is still missing
• use Full diligence summary when the reader wants a broader narrative of the deal state
• use QoE report pack when the financial workstream is the main product

How section selection works

After choosing the report type, the wizard shows the sections available for that template.

You can:

• keep the default sections
• select all
• clear all
• include only the sections that matter for the audience

That matters because the report type defines the starting structure, but the final document does not have to include every possible section.

Focus instructions

The final wizard step accepts focus instructions.

Use them when you want the draft to emphasize a specific diligence angle, for example:

• concentration and renewal risk
• change-of-control and assignment clauses
• unresolved tax exposures
• evidence gaps still blocking sign-off

Focus instructions guide the narrative sections. They do not change the underlying evidence, findings, or selected sections.

Good focus instructions are short and directional. They tell the draft what to emphasize, not what facts to invent.

What a good first pass looks like

Recommended default:

1. choose the closest built-in report type
2. keep the default sections on the first pass
3. add one short focus instruction if the audience has a clear priority
4. generate
5. review and edit the draft with the team
6. change the report from Draft to Filed when it is ready to lock as the final version

Recommended pattern

Generate the broadest reasonable draft first. It is easier to remove low-value sections than to realize after export that the first pass omitted a section the reviewer expected.

Reports vs. exports

Use the report wizard when you want a narrative document.

Use Excel exports when you want a structured workbook for offline analysis, downstream modeling, or backup working papers.

Using external AI agents

For more complex report workflows, you can also use an external AI agent connected through MCP. That lets the agent pull live diligence context and source evidence from Colabra, combine it with web research or other external data sources available in that client, and then write the draft report back into Colabra.

Review before distribution

Generated reports are starting points, not final memos.

While a report is in Draft, the team can continue editing it inside Colabra. When the wording and conclusions are settled, change the report status to Filed. Filing turns the draft into the locked version of record.

Because the report text is citation-backed, review is not just a style pass. It is a source check. Use the inline citations to confirm that the key claims still reflect the underlying evidence and that the draft is not over-stating what the diligence record actually supports.

Before sending outside Colabra:

• verify the key claims against the source evidence
• remove sections that are irrelevant to the audience
• tighten wording where your team’s judgement differs from the model’s first pass
• confirm that the unresolved gaps and highest-severity findings are represented accurately

The draft is valuable because it starts from the live diligence record. The final memo is valuable only after a reviewer applies judgement to that draft.