# Editable AI research report template

Use this blank worksheet with approved sources. It is a reporting aid, not research evidence, legal permission, expert approval or authorization to act. Replace blanks with actual records; mark unobserved evidence as unknown and unfinished review as pending.

## 1. Research question

- One neutral question: ____________________
- Subject, comparison, outcome and definitions: ____________________
- Adjacent questions excluded: ____________________

## 2. Decision and audience

- Named decision owner and readers: ____________________
- Decision deadline and consequence of error: ____________________
- Required evidence and acceptable uncertainty: ____________________
- Proposed use; separate action authority: ____________________

## 3. Scope and as-of date

- Entities, products, versions, population, region and languages: ____________________
- Evidence period and final verification cutoff: ____________________
- Retrieval dates versus publication and effective dates: ____________________
- Exclusions, inaccessible material and update triggers: ____________________

## 4. Source inclusion and exclusion rules

- Permitted source types and access methods: ____________________
- Relevance, method, recency and conflict-of-interest criteria: ____________________
- Independence rules and known common origins: ____________________
- Excluded source IDs with reasons; any criteria revision: ____________________

## 5. Method and search record

- Sites/databases, exact queries and search dates: ____________________
- Filters, actual available counts and screening sequence: ____________________
- Duplicates, unproductive queries and unavailable records: ____________________
- Extraction method, tools/versions and human checks actually performed: ____________________

## 6. Executive answer

- Bounded answer linked to claim IDs: ____________________
- Strongest supporting evidence: ____________________
- Most important counterpoint and uncertainty: ____________________
- Next decision and what this answer does not establish: ____________________

## 7. Evidence table and claim ledger

Repeat the following record for each material claim. Keep the original wording of rejected claims in the review record, not in the final answer.

- Claim ID and exact proposed sentence: ____________________
- Type: observation / calculation / interpretation / recommendation: ____________________
- Source ID, publisher, title, version, URL/permitted file and access status: ____________________
- Exact supporting locator; relevant qualification: ____________________
- Population, time, units, numerator, denominator and rounding: ____________________
- Contrary evidence and alternate explanation: ____________________
- Reviewer, disposition, corrected wording and date: ____________________

## 8. Conflicting and missing evidence

- Affected claim IDs and disputed definitions: ____________________
- Comparable or different populations, methods and periods: ____________________
- Duplicate lineage and unread underlying sources: ____________________
- Effect on conclusion; evidence needed to resolve it: ____________________

## 9. Analysis and implications

- Formula and reproducible input records: ____________________
- Assumptions and exclusions: ____________________
- Description versus causal claim: ____________________
- Transferability and alternative explanations: ____________________
- Bounded implications for the named decision: ____________________

## 10. Uncertainty and limitations

- Access, coverage, selection, measurement and translation limits: ____________________
- AI extraction or synthesis limitations actually observed: ____________________
- Unverified reviewer/qualification or source status: ____________________
- Defined confidence labels and reasons, not invented probabilities: ____________________
- Claims that must be narrowed or withheld: ____________________

## 11. Recommendations and accountable owner

- Options, evidence, dependencies and remaining gaps: ____________________
- Named action owner and decision date: ____________________
- Proposed validation, outcomes and stop/expand conditions: ____________________
- Reversibility, data permissions and required specialist review: ____________________
- Authorization status: pending / approved for stated scope / declined: ____________________

## 12. Reviewer and revision history

- Authoring method and actual AI role: ____________________
- Source reviewer, domain reviewer and review dates: ____________________
- Reviewed report version and approved use: ____________________
- Changed source/claim IDs and reason: ____________________
- Superseded wording, replacement wording and approval state: ____________________
- Previous recipients to notify and retention rule: ____________________

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OpenMax · Worksheet revision 2026-09-04 · https://openmax.com/resources/blog/ai-research-report-template/