Reports
Reports & document generation
Turn the documents already in your project into finished long-form outputs — a monthly report, an infrastructure report, a tender review or a management plan — with the source material cited and a review step before anything leaves your hands.
Overview
Reports are Alloovium's long-form generated documents. Rather than writing them from a blank page, you choose the report type, point it at the right period and sources, and Alloovium drafts the sections from the documents in your project. You then review, edit and export.
These outputs draw on your project corpus — uploaded documents, connected sources and prior conversations — so the content reflects your project rather than generic text. Everything remains a draft until you approve it.
A generated monthly report in the editor, with the section list on the left and sources alongside.
Report types
Each type is shaped for a different purpose and audience.
Alloovium offers several distinct report and document types. Which one you reach for depends on what you are producing and who will read it.
| Report type | What it produces | Notes |
|---|---|---|
| Monthly report | A recurring project report covering progress, schedule, financials, risks, safety and quality. | Template-based; pick a reporting period and an audience (client, internal or executive). |
| Infrastructure report | A branded project report generated without a template — overview, progress, safety, quality, risks and recommendations. | Sections are written from scratch and assembled into a branded document, following a fixed section set. |
| Management plan | A plan built section by section against a template you provide, with a review gate on each section. | Best when you have an existing plan template to fill and want to sign off section by section. |
| Tender review | A side-by-side review comparing a tender document against a response. | Produced as an in-page review rather than a downloadable file. |
Audiences change the emphasis
For the monthly report you can choose an audience — client, internal or executive — which adjusts which sections are included and how they are framed. The infrastructure report uses a fixed section set and does not take an audience.How generation works
From template and sources to a finished draft.
Generation follows the same broad shape across report types. You configure the report, Alloovium gathers the relevant material from your sources, drafts each section, and assembles the result into a document you can open and edit.
Configure the report
Choose the type, the reporting period where relevant, and which data sources to draw on.
Aggregate the sources
Alloovium pulls the relevant content from your project documents, connected sources and conversation history.
Draft the sections
Each section is written from the gathered material — filled into a template, or generated and assembled for template-free reports.
Assemble the document
Sections are combined into the finished output, ready to open in the editor.
You can select the sources a report considers — for example your project documents, connected storage and integrations, and past conversations — so the draft reflects the material you trust.
Templates vs. template-free
A monthly report and a management plan are template-based: they fill a document you supply. An infrastructure report is template-free: it writes and assembles the sections without a pre-built layout. If you mainly want to fill a fixed form or template with project data, see Template Filling, which is a distinct, more structured feature.
Grounding & citations
Generated content points back to the documents it came from.
Reports are grounded in your project material. As Alloovium drafts, it retrieves the relevant passages from your documents and uses them to write each section, so the output is anchored to real source content rather than invented.
Where citations are surfaced, each cited claim links back to the source document — and the specific passage within it — so a reviewer can open the original and check it side by side. Citation support is most complete in the document-generation editor, where a sources view groups citations by document and lets you jump straight to the underlying text.
Check the sources, not just the prose
Grounding reduces error, but it does not remove your judgement. Open the cited passages for anything material — figures, dates and commitments especially — before the report goes out.Review before you send
Nothing is final until you approve it.
Every report is a draft when it finishes generating. You open it in the editor, read through it, make edits directly, and export only when you are satisfied. This human review step is deliberate: the report is a first draft to refine, not a document to send unread.
The management plan makes this explicit with a per-section review gate. Each section carries a status — pending, generating, generated, then approved, edited or rejected — and the plan cannot be finalized until you have signed off every section. You can edit a section's text, or regenerate it with your own instructions, before approving it.
You are accountable for the output
Generated reports can be exported to editable documents. Treat them as drafts prepared by an assistant: review, correct where needed, and confirm the facts before they represent your project externally.Generating a report
The path from a new report to an exported document.
The flow is consistent across report types. You start a new report, work through a short configuration, watch it generate, then review and export.
Start a new report
Choose the report type you want to produce and begin the setup.
Set the period and audience
Pick the reporting window where relevant; for the monthly report, also choose the audience it is written for.
Choose sources and sections
Select which sources to draw on and confirm the sections to include; audience presets pre-select sensible sections.
Generate and watch progress
Alloovium works through analysis, aggregation, drafting and assembly, showing progress as it goes.
Review, edit and export
Open the finished draft in the editor, refine it, check the cited sources, then export or save it to your project.
Longer report types show their progress as they run — a management plan streams sections in as each one is drafted, so you can begin reviewing early sections while later ones are still being written.