Report Types — Overview
Which Updates go into a report
Every report draws its data basis from the folders Inbox and Saved.
| Folder | Goes into reports |
|---|---|
| Inbox | yes |
| Saved | yes |
| Dropped | no |
| Overflow | no |
This applies to figures just as much as to quotes and examples. If only Dropped or only Overflow is picked in the filter, the report stays empty.
The same applies to dossiers.
Availability by plan
Every report type is available from a certain plan. Types your plan does not include stay visible and carry a lock together with the name of the plan they apply from.
| Place | Display |
|---|---|
| Inbox, menu of report actions | Entry with lock and plan badge, leads to Billing |
| Scheduled reports, Report Type picker | Entry cannot be chosen, with lock and plan |
| Dossiers, template picker | The plan stands behind the name of the template |
A locked type can be created neither from the inbox nor as a scheduled report nor through an AI assistant. Picasi then says Not part of your plan. Details under Why does a report type carry a lock?.
Available Report Types
All six types are generated with AI support: Picasi hands the selected updates, together with your AI context, to a language model that writes the text. What happens in detail, and what affects the quality, is in How Reports Are Created.
Summary
Purpose: Overview of the most important topics and patterns during the period under review.
Output: Structured continuous text highlighting the most notable updates and thematic clusters.
Typical Use: Weekly kick-off, meeting preparation, internal briefing.
Availability: Manually from the Inbox; as a scheduled report—daily, weekly, or monthly.
Analysis
Purpose: Structured evaluation of competitors’ communications, including strengths, weaknesses, and recommendations for action.
Output: Sections on strengths, weaknesses, and recommendations, tailored to your AI context.
Typical Use: Strategic planning, quarterly reviews, positioning efforts.
Availability: Manually from the Inbox; as a scheduled report weekly or monthly (not daily).
List
Purpose: Curated selection of the most relevant updates on a specific topic.
Output: Numbered list of updates with brief comments.
Typical Use: Thematic compilations, reading lists for colleagues.
Availability: Manually from the Inbox; as a scheduled report daily, weekly, or monthly.
LinkedIn Posts
Purpose: Three ready-to-post LinkedIn drafts based on the latest updates.
Output: Three posts with different tones and hooks, optionally with integration into Buffer.
Typical Use: Content creation, social media responses, thought leadership posts.
Availability: Manually from the Inbox; as a scheduled report—daily, weekly, or monthly.
Conversation Starters
Purpose: Three to five updates suitable for engaging with comments on LinkedIn.
Output: Selected updates with an explanation of why they’re suitable for a comment, plus the original link.
Typical Use: Strategic presence through comments on relevant posts.
Availability: Manually from the Inbox; as a scheduled report—daily, weekly, or monthly.
Monthly Market Review
Purpose: A one-page review of the competitive landscape for an entire calendar month, tailored for management and board communication.
Output: Key metrics row (visibility share, unique positioning, topic presence, topic focus, momentum relative to the market), three-sentence key message, momentum table of the most active competitive sources, topic landscape, “Us in the Market Context” analysis (overlaps, gaps, unique positioning), notable trends, and three to five open-ended questions for further exploration.
Typical Use: Board reporting, investor meetings, strategic monthly routines at the executive level.
Availability: Only as a scheduled report, exclusively on a monthly basis. Cannot be generated manually from the Inbox because the report always covers the entire previous month.
Requirements for meaningful metrics: At least one source marked as “own” (see Edit Source) and communication documents stored in the AI context.