# Stories

> Read a story, create or change one with Reeve, and share it with finstory users or with people outside finstory.

Page: https://help.finstory.ai/stories/
Updated: 2026-11-12

A story is a scrolling narrative that explains your figures chapter by chapter, with charts and commentary. This page covers reading a story, creating and changing one with Reeve, and sharing it.

## Read a story

1. Open the **Stories** tab in the menu and click a story. It opens full screen.
2. Choose **Read the story**, or scroll. Each chapter moves through its steps as you scroll.
3. Use the list of chapters at the side to jump to a chapter.

| Control | What it does |
| --- | --- |
| View switch | In stories that have one, switches the comparison the story shows, for example against budget or against last year. |
| **Basis** | Marks what each step rests on: data, an answer someone gave, or an assumption. |
| **Data** (on a chart) | Shows the table behind the chart. You can open it full screen. |
| A figure | Click a figure to see where it comes from: how it was calculated and where its data was loaded from. The arrow opens the report behind it. |
| About this story | Shows the owner, when the story was saved and when its figures were read. |
| Theme | Switches between a light and a dark theme. |
| ✨ | Opens Reeve, to ask about the story or have it changed. |
| Share | Opens the sharing options. |
| Back | Returns to the home page. |

## Create a story

Stories are drafted by Reeve, the built-in AI assistant. You need the Editor role or above.

1. Open the **Stories** tab and choose **Create with Reeve · AI**.
2. Tell Reeve what the story should cover. Reeve drafts it on the page beside the chat.
3. While the bar above the story says **Reeve's draft, not saved**, choose **Keep** to save the draft as the story, or **Discard** to drop it.

A new story is private. A private story is visible to its owner and to the workspace's power users and admins.

You can also draft a story from Claude. See [Using finstory with Claude and other AI assistants (MCP)](https://help.finstory.ai/claude-and-other-ai-assistants.md).

## Change a story

Stories are changed through Reeve, not edited by hand.

1. Open the story and click ✨.
2. Tell Reeve what to change, for example a headline or the order of the chapters.
3. Choose **Keep** to save Reeve's draft, or **Discard**.

To go back to an earlier version, choose **History** in the bar above the story, pick a version to preview it and choose **Restore**. **Back to the story** leaves the preview.

To rename or delete a story, open **More options** next to it in the **Stories** tab.

| You can change | If you are |
| --- | --- |
| Your own private stories | Editor or above |
| Public stories | Power user or Admin |
| Someone else's private story | Admin |

## Share a story

Open the story and choose **Share**.

### With finstory users

- If the story is public, everyone in the workspace can open it. Choose **Copy link** and send the link.
- If the story is private, a power user or admin chooses **Make public & share**. Other roles ask a power user to do this.

Power users and admins can also use **Promote to public** and **Make private** in the story's **More options** menu.

### Outside finstory

Power users and admins can share a story with people who have no finstory account.

1. Under **Outside finstory**, choose **Specific people** and enter their email addresses, or **Anyone at a domain** and enter the domain.
2. Set the **Expires** date. It starts at 30 days from today.
3. Choose **Create link** and pass the link on straight away. It is shown only once.

Readers sign in with Google, Microsoft or an email link. They see the story only, without its sources, Basis or Reeve.

Under **Links** you can see who opened each link, change its expiry date or choose **Revoke** to stop it working.

## Present or export a story

To present a story, open it in your browser and scroll through it; it already fills the screen. Stories are shared as links. There is no export to PowerPoint or PDF.