> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/create-deliverables/generate-a-research-report.md).

# Generate a Research Report

Turn a finished analysis into a polished Word report you can hand to stakeholders or add to a paper.

This page shows researchers and evaluators how to turn a finished analysis into a formatted report you can hand to stakeholders or add to a paper: a Word (DOCX) document, a spreadsheet export, or a single section with its charts. You don't have to copy and paste findings by hand. At the end you will have a downloaded Word report of your findings. Every button on the results page is listed in [Document Analysis Settings](/ailyze-docs/reference/settings/document-analysis.md#screen-8-the-results-page).

## Before you start

* A completed analysis project.
* The Pro plan: on the Free plan the download buttons are greyed out with "Only allowed for paid users". See [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md).

## Step 1: Open the finished project

On the project list, open a project whose status is **Completed**. While an analysis is still **In progress**, the downloads stay disabled with "This action is disabled while analysis is in progress".

You should see **Actions** below the project header.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-79abf622eb747ca67859fd6a3df5312b06f6c1a3%2Fsettings-document-analysis-36-action-bar.png?alt=media" alt="Actions with chat, Download as DOCX (ZIP), Download as XLSX (ZIP), Add File, Add Theme, Add Question and Delete Files"><figcaption><p>Badges 2 and 3 are the two downloads; the other numbers are explained on Document Analysis Settings.</p></figcaption></figure>

## Step 2: Download the Word report

1. Click **Download as DOCX (ZIP)**.
2. "This report will be long" explains that the Word report includes every citation and the analysis of each file, and that it downloads as a ZIP holding the report and its annexes. Click **Download DOCX**, or **Stay on the web view** to explore on screen instead.

You should see a ZIP named after the project ("… - Word report") in your downloads, with the DOCX inside.

## Step 3: Add a spreadsheet or a single section

| Download                                                     | What you get                                                 | Best for                                  |
| ------------------------------------------------------------ | ------------------------------------------------------------ | ----------------------------------------- |
| **Download as XLSX (ZIP)** (**Actions**)                     | The analysis as spreadsheets, in a ZIP                       | Further number-crunching, your own pivots |
| **Download as CSV** (spreadsheet projects)                   | The coded data                                               | Feeding other tools                       |
| Download icon on a section (**Download this section (ZIP)**) | That section as DOCX and XLSX, with its charts as PNG images | An appendix on one theme, or the codebook |
| **(CSV)** and **(PNG)** on charts and the codebook           | Chart data or a chart image                                  | Slides                                    |

Most sections, including **Codebook**, **Executive Summary**, and each theme and question, have the ZIP icon in their header. On **Codebook** it reads **(ZIP)**.

You should see a ZIP or a single file in your downloads.

## What's in the Word report

The DOCX follows the results page: the executive summary, the [codebook](/ailyze-docs/reference/glossary.md#codebook), each [theme](/ailyze-docs/reference/glossary.md#theme) and question with its summary and key quotes, and the visualizations you kept. It is written in the language you chose under **Report in** when you set up the analysis (spreadsheets: **Specify your preferred language of response**); quotes stay in their original language.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2FmXlcKME2oqRHjLY0rcvj%2FGenerate%20a%20Research%20Report%202.png?alt=media&amp;token=e45bd318-598c-492f-91cf-d6458de42392" alt="A page of an example Word report with a theme heading, its summary across all documents and the analysis"><figcaption><p>The report follows the same order as the results page, so a reader can find the quote behind any claim.</p></figcaption></figure>

## Build a custom report with chat

For a tailored narrative, open **Chat to generate custom report/analysis** and describe exactly what you want:

> *"Write a findings section with the top 5 themes, about 150 words each, one verbatim quote per theme, and a closing paragraph on implications."*

Paste the result into your document, then verify every quote against the source. See [Chat With Your Data](/ailyze-docs/analyze-data/chat-with-your-data.md).

<details>

<summary>Optional: a worked example</summary>

* Project: the guide's mobile-clinic evaluation, three staff interviews and a parents' focus group, compared by district.
* For the record: **Download as DOCX (ZIP)**.
* For the data appendix: **Download as XLSX (ZIP)**, plus the codebook's ZIP for the charts.
* For the board: a one-page summary from chat; see [Create an Executive Summary](/ailyze-docs/create-deliverables/create-an-executive-summary.md).

</details>

## Next steps

* [Export & Share Findings](/ailyze-docs/create-deliverables/export-and-share-findings.md) — invite stakeholders to the live project instead of sending files.
* [Create an Executive Summary](/ailyze-docs/create-deliverables/create-an-executive-summary.md) — a one-page version for busy readers.
* [Reporting Findings](/ailyze-docs/methods-and-best-practices/reporting-findings.md) — structure the report so the evidence stays visible.
