> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valaclaims.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Understand reusable report templates and generated report outputs.

## Overview

The <strong>Reports</strong> area in <strong>Templates</strong> contains reusable report templates. Generated reports are working outputs used in Client workflows. These are related, but not the same thing.

## When to use

Use Reports when you need to locate a reusable report template or review a generated report output for claim-preparation work.

## Prerequisites

* The correct Client and matter
* The relevant source records
* Any organization-specific direction for the report

## Step-by-step

<Steps>
  <Step title="Choose the appropriate report">Select the report template or generated report that matches the work you are performing.</Step>
  <Step title="Generate the working draft">Use the records available in the Client record when the workflow offers that option.</Step>
  <Step title="Review the sources">Confirm material dates, events, and findings against the underlying record.</Step>
  <Step title="Apply professional judgment">Correct, refine, or remove anything unsupported before use.</Step>
</Steps>

## Best practices

* Treat every generated report as a draft.
* Review citations and surrounding source context.
* Keep human approval in the final workflow.

## Common mistakes

<Warning>
  Do not share, file, or rely on a generated report without independent review.
</Warning>

* Generating a report before the relevant records are available
* Leaving unsupported statements in the draft

## Related pages

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