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Building AI Reports in Aline

Aline’s Reporting feature allows you to run AI-powered reports across hundreds or thousands of agreements. Use reports to extract non-standard terms, prepare end-of-quarter summaries, and gain insights across your entire contract repository.

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Written by Larissa Grabarski Pimentel

Video walkthrough — plays on the live article.

🧭 Overview

With Reporting in Aline, you can:

  • Review individual documents using AI chat or built-in prompts

  • Have the AI build a whole report for you from a plain description

  • Run bulk analysis across large document sets

  • Create custom properties to extract structured data

  • Filter and segment documents using labels and other metadata

  • Ask the chat for a counted answer across a report

  • Check the AI's reasoning and jump to the exact source text behind any answer

This makes it easy to move from document-level review to portfolio-level insights.


Create a Report for Bulk Analysis

To analyze multiple agreements at once:

  1. Click Reports in the navigation menu.

  2. Select Create New Report.

  3. Name your report and open it.

Once inside a report, you'll see all documents currently stored in your repository.


Create a Report with AI

You do not have to build a report column by column. Click the + in AI Reports and choose Create report with AI, then describe the report you want — for example, a report of all my vendor agreements showing payment terms, renewal type and governing law. You can attach a sample agreement so it knows what the documents look like.

  1. Describe what you want extracted.

  2. Aline returns a written plan — what it intends to extract and how.

  3. Review the plan, ask for changes if you need them, and approve it.

  4. Aline creates the report and the properties, then runs across the set.

The AI chooses the prompts, the input and the output type for each property, so the columns arrive ready to run. You can do the same thing from the AI chat — create a report for all my NDAs and extract provisions around trade secrets.

⚠️ If you name a document type in your description, the report is also filtered to that type. Asking for "vendor agreements" analyses everything but shows you only vendor agreements. That is usually what you want — just be aware the filter is there if a document you expected is missing.

⚠️ The chat can create a report but cannot edit one. Asking it to change an existing report produces a second report instead. To change a report you already have, open it and use Filters → Add filter, then save your changes.

💡 A report is a point-in-time view of a question. Rather than deleting one and rebuilding it, keep it and create a new report for the new question.


Choose What the Run Applies To

⚠️ Before you click run, decide what you are running on. If nothing is selected, the property runs on every document in the report — which on a large repository can be thousands of files and a large token spend. To run on a subset, select those documents first, then run.

If you click "Run Aline AI" with no selections when you already ran the AI for a few documents, the documents with the responses will not be rerun. Run Aline AI only runs on whatever it has not run on already.


Step 1: Filter the Documents You Want to Analyze

To narrow your analysis to specific agreements:

  1. Use the Filters panel at the top of the report.

  2. Add as many filters as needed. Each prompt you run becomes available as a filter.

  3. Apply filters such as document labels, agreement type, or existing extracted properties.

💡 Best Practice: Use labels as your primary way to categorize documents — this makes filtering in reports fast and reliable. Add all the columns you want before you filter, so the AI runs across the full set.

📌 A property cannot be scoped to a single document. If you only want to run a property on a handful of files, filter the report down to those files, run the AI, then remove the filter.


Step 2: Use Built-In Prompts or Create a New Property

Once your document set is selected, you can extract insights in two ways.

Option A: Use an Existing Prompt

  1. Open the Prompt Library inside the report.

  2. Select a prompt you want to run.

  3. Click Run Aline AI or the ▶️ play button.

Option B: Create a New Property

  1. Click Create New Property.

  2. Name your property (for example, Non-Solicitation Clause).

  3. Enter your prompt or analysis instructions.

  4. Choose the output type — Aline offers six:

    • Text — open-ended answers and verbatim extraction

    • Number — sorts and filters by value

    • Date — sorts chronologically and can drive AI reminders

    • Boolean (Yes / No) — best for screening a large set down

    • Single-select — one value from a list you define (MSA / NDA / Order Form / DPA)

    • Multi-select — several values from a list you define (Net 30 / Net 60 / Net 90)

  5. Click Run Aline AI.

With single-select and multi-select you give the AI the list of allowed options, which keeps answers consistent and makes grouping and filtering reliable. For guidance on which type to pick, see Choosing the Right Output Type for Report Properties.

📌 Number columns sort by value, so a contract-value column orders properly rather than alphabetically.

⚠️ The Number output does not accept currency symbols or thousands separators. For a figure like total contract value, extract the value as Text if you need it to read exactly as written, and add a second Number property holding the bare figure if you need to sort or filter by range.

📌 A Date property on an evergreen or auto-renewing contract comes back as dashes, because there is no fixed end date to extract. See Managing Contract Status, Expiration & Auto-Renewal (Evergreen) Dates for how to give those agreements a real date to remind against.


Editing a Property Prompt

To change a property's prompt after you have created it, hover over the property and click the pencil icon. Edit the wording, then re-run.


Correcting a Single Result by Hand

You do not have to re-run a property to fix one wrong answer. Click the cell and type the correct value. The cell is marked as edited by you, so anyone reading the report can tell your correction apart from an AI answer.

⚠️ A column you fill in by hand cannot then be used as the input to an AI column — AI properties read the file or another AI-extracted property.


Step 3: Test Before Running at Scale

  1. Select a small subset of documents — five to ten where you already know the right answer.

  2. Run your prompts on that sample first.

  3. Review the results and refine your prompts if needed.

  4. Once validated, run the analysis across the full document set.

⚠️ Testing ensures accuracy and saves tokens when running large-scale reports.


Step 4: Review Results and Source Citations

  • Hover over a cell to see a summary of the AI's response.

  • Click the brain icon to read the AI's reasoning — the quickest way to spot-check why an answer came out the way it did, and the fastest route to a better prompt.

  • Click the document icon on a result to open the document; the new tab opens at the exact passage the answer came from.

  • Blue citation markers link to the exact source text used by the AI.

This makes it easy to verify findings and drill into specific agreements.

📌 Everything a report extracts is saved onto the document itself, so the data is available outside the report too.


Step 5: Ask the Chat for a Counted Answer

Once a report exists, the AI chat can read it and give you aggregate answers rather than rows — for example, how many of our contracts expire after this date? returns the number, with links to the documents behind it.

💡 Name the report in your prompt so the chat scopes the answer to it. The chat can also answer across your whole repository, and will tell you if some contracts have not been analysed yet.

📌 Charts generated from a report are not available yet — export the data if you need to visualise it.


Step 6: Use Existing Fields as Inputs

By default a property reads the file. You can instead point it at a column you have already extracted, by changing the property's input — useful when you want the AI to classify or judge an answer rather than re-read the whole contract.

For example:

  • Create a property called Unfavorable Payment Terms

  • Use Payment Term and Payment Frequency as inputs instead of the file

  • Run Aline AI to generate a combined assessment

A useful pattern is to extract the clause verbatim in one column, then classify it in a second column that reads the first.

Step 7: Exporting Reports

You can export Aline reports as a CSV or Excel file by clicking ACTIONS at the top left and selecting the file type you'd like to export.


💡 Best Practices

  • Let the AI build the first draft of a report, then refine the columns yourself.

  • Select your documents before you run, or the property runs on everything in the report.

  • Add all your columns before filtering, so nothing comes back blank.

  • Screen with a Boolean property first, filter out the "no" rows, then run the detailed prompts on what's left.

  • Read the reasoning behind a wrong answer before rewriting the prompt.

  • Use single-select or multi-select whenever the answer belongs to a known list.

  • Keep old reports rather than deleting them — build a new one for a new question.


📚 Related Articles


❓ Need Help?

Click the Support button in Aline to reach our team.

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