Video walkthrough — plays on the live article.
🧭 Overview
With Reporting in Aline, you can:
Review individual documents using AI chat or built-in prompts
Run bulk analysis across large document sets
Create custom properties to extract structured data
Filter and segment documents using labels and other metadata
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:
Click Reports in the navigation menu.
Select Create New Report.
Name your report and open it.
Once inside a report, you'll see all documents currently stored in your repository.
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.
Step 1: Filter the Documents You Want to Analyze
To narrow your analysis to specific agreements:
Use the Filters panel at the top of the report.
Add as many filters as needed. Each prompt you run becomes available as a filter.
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.
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
Open the Prompt Library inside the report.
Select a prompt you want to run.
Click Run Aline AI or the ▶️ play button.
Option B: Create a New Property
Click Create New Property.
Name your property (for example, Non-Solicitation Clause).
Enter your prompt or analysis instructions.
Choose the output type — Aline offers six:
Text — open-ended answers and verbatim extraction
Number — sorts and filters by range
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)
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.
⚠️ 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.
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.
Step 3: Test Before Running at Scale
Select a small subset of documents — five to ten where you already know the right answer.
Run your prompts on that sample first.
Review the results and refine your prompts if needed.
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.
Step 5: 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 6: 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
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.
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❓ Need Help?
Click the Support button in Aline to reach our team.