How to Customize the Style and Branding of AI Reports

To customize AI report style, you describe the result you want in plain language — the tone, the colours, the sections — and adjust from there. Each regeneration refines the previous one rather than starting over.

Why one report format never fits everyone

The same underlying data serves very different audiences, and each expects a different shape.

A board wants an executive summary and next steps
An operations lead wants detail and exceptions
A client wants your branding, not a generic template
An internal review wants the raw figures, unstyled

What to specify when asking for a report

Audience — "a report on this opportunity to present to my manager"
Sections — executive summary, next steps, risk notes
Tone — professional, consultancy-style, or plain and factual
Colours — your brand palette, named directly
Source fields — which record data should appear

How to configure it in Jestor

Open the report generator from the record card in Jestor.
Write the request describing the audience, sections, tone, and colours.
Generate a first version and review what it produced.
Ask for an adjustment — swapping a colour or tightening a section is enough.
Save the configuration once the format works, so the next report starts from it.

Why choose Jestor for branded reporting?

Jestor pulls the report content directly from the record, so the styling conversation never touches the accuracy of the data. You are refining presentation, not re-entering figures.

The most recent report can always be regenerated with changes, and earlier versions stay available in the record's history for comparison.

Frequently Asked Questions

How do I change a colour after generating?

Ask for the adjustment in plain language and regenerate.

Can I reuse a format I like?

Yes, by saving the configuration. See jestor.com.

Does regenerating lose the previous version?

No. Earlier reports stay in the record's history.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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