Creating a Report¶

This guide walks you through creating a new report, adding and organizing sections, editing content, and finalizing the document.

Starting a New Report¶

1. Navigate to the Reports section from the main navigation.
2. Click New Report.
3. Choose a starting point:
   • Blank report: Start with an empty document.
   • From template: Select a pre-built template with pre-defined sections.
4. Enter a report title and optional description.
5. Select the sample(s) to associate with the report.
6. Click Create.

The report editor opens with your chosen template or a blank canvas.

The Rich Text Editor¶

The report editor provides a full-featured rich text editing experience:

Formatting Options¶

• Text formatting: Bold, italic, underline, strikethrough.
• Headings: Multiple heading levels for document structure.
• Lists: Ordered and unordered lists.
• Tables: Insert and edit tables with customizable rows and columns.
• Links: Add hyperlinks to external resources.
• Code blocks: Format technical content or variant notation.

Working with Sections¶

Reports are organized into sections. Each section has:

• A section title that appears in the report outline.
• Body content that you write or generate with AI Auto-Fill.
• Optional linked evidence from your sample data (see Sample Linking).

To manage sections:

• Add a section: Click the "Add Section" button and choose a section type or create a custom one.
• Reorder sections: Drag and drop sections to rearrange the report structure.
• Delete a section: Remove sections you do not need.

Adding Content¶

Manual Entry¶

Type directly into any section of the report. Use the formatting toolbar to style your content.

AI-Generated Content¶

Click the AI Auto-Fill button on any section to have AIVA generate content based on your sample data and analysis findings. See AI Auto-Fill for details.

Linked Evidence¶

Insert references to flagged variants, ACMG classifications, and comments from your analysis. See Sample Linking for details.

Saving and Editing¶

• Reports are auto-saved as you edit. Manual save is also available.
• You can return to any report from the Reports list and continue editing.
• Version history is maintained, allowing you to review previous versions of the report.

Exporting a Report¶

When your report is complete:

1. Click Export in the report toolbar.
2. Choose the export format (PDF, DOCX, or HTML).
3. The report is generated and downloaded to your device.

Report Management¶

From the Reports list view, you can:

• Search reports by title or description.
• Filter by date, sample, or template type.
• Duplicate a report to use it as a starting point for a similar analysis.
• Delete reports you no longer need.
• Share reports with project collaborators (within a project).