Save and reuse instructions for recurring report tasks.
Reviewed · 2026-10-12
On this page · 2
1. Load a built-in template
- Open Reports → Generate AI research report, or create/edit a report schedule.
- Open the instruction template selector. Choose PI monitoring, Grant/project progress review or Researcher mentoring preparation.
- Load it and read the inserted text. Preserve existing instructions before loading and review any replacement prompt.
- Add your goals, experiments or mentoring questions. A template does not select the reporting scope or period; check those fields separately.
- Submit generation or save the schedule. Instructions remain subject to the common report sections and evidence/access rules.
2. Save, edit and hide personal templates
- Write the instructions, enter a descriptive name such as Weekly PI mentoring, and save as a personal template.
- Select that name in a later generation or scheduling form to reuse it. The saved list belongs to your account.
- In template management, edit the name or text and save. Names must be unique within your account; up to 50 templates are supported.
- Turn off Use in selection list to hide a template. Re-enable it to use it again.
- Editing a template does not update existing schedules. Open each relevant schedule, load the revised template and save the schedule. Completed reports remain unchanged.