Step 1: Create an outline of the report. I used Numici Editor (included with numici), but you can use your favorite authoring tool e.g. Office 365, Google Doc. See the screenshot of the outline, and a list of documents that I would need for this research.
Step 2: Gather the documents that are likely to have the relevant information. In my research, these would be prior earnings transcripts, SEC filings like 8-K and 10Q/K, company press releases. I used numici search with ticket=AAPL, DocumentType=Annual & Quarterly, Timeframe=3months to get my documents.
Step 3: Read, mark-up, make notes for each document.
First, I would create a new Taskspace, and add the relevant documents to it for this exercise. Then, as I read each document, I highlight and annotate relevant information that I expect to have relevance to my analysis.
Step 4: Create a Digest of all the notes
Step 5: With Digest in one window and Numici Editor in the other, I capture the necessary annotations and complete my analysis and recommendation.