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User guides

Reports

Rapportly creates a draft from text, recordings and files. You choose the writing rules and the layout separately.

In brief

  1. Give the report a recognisable name and choose a client folder if needed.
  2. Choose the writing style and the style profile. Without a profile, Rapportly uses a neutral structure; a source form is then not kept as an exact layout.
  3. Add files, an existing recording or a transcript. Write any additional instructions in Comments.
  4. Choose Choose automatically, Budget-friendly or Extra polish and decide whether a cover letter is needed.
  5. Click Create draft. Check the text and layout, make changes where needed and only then download the file you want.

Tasks

Create a new report

Options: Name · client folder · writing style · style profile · source

  1. Open Home, Report and give the report a name.
  2. Choose a client folder, writing rules and a style profile if you wish.
  3. Add sources and comments.
  4. Choose the approach, create a draft and check the content and layout.

Choose a writing and layout style for a report

Options: Writing style · style profile

  1. Open Document settings in the new report.
  2. Under Writing style, choose the rules you want for tone and language.
  3. Under Style profile, choose the layout for the right document type.
  4. After creating the report, check both the wording and the visual layout.

Add files, audio and text to a report

Options: Files · existing recording · transcript · comments

  1. Go to Add material.
  2. Add files, choose an existing recording or paste a transcript or conversation text.
  3. Use Comments for additional instructions.
  4. Check that all intended sources are visible before you choose Create draft.

Create a report in a second language

Options: Primary language · second language

  1. Open More options for the new report.
  2. Choose the primary language.
  3. Under Second language, choose Off, Office default or Different language.
  4. Check the actual language choice shown before you start.

Create multiple draft reports from Excel or CSV

Options: One report · Multiple from Excel or CSV · CSV template

  1. Open More options and choose Multiple from Excel or CSV.
  2. Download the CSV template and fill in the columns for each row.
  3. Upload an .xlsx or .csv file and check the preview rows.
  4. Only start the batch once all rows and links are correct; review every draft report.

Choose the approach for a report

Options: Choose automatically · Budget-friendly · Extra polish · cover letter

  1. Go to How would you like your document to be created?
  2. Choose Choose automatically, Budget-friendly or Extra polish.
  3. Turn on Also create a cover letter if one is needed.
  4. Read the consequences shown and then create the draft.

Review and download a finished report

Options: Open version · download Word or PDF · edit content

  1. Open My work and find the report.
  2. Check the status and open the right version.
  3. Check the facts, use of sources, title, style and any cover letter.
  4. Only download the reviewed output that is available.

What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.