Report Generator
Most reports are either 30-page dumps nobody reads or one-paragraph summaries that strip every useful nuance. The Report Generator builds an inverted pyramid — the headline answer in 30 seconds, the evidence in 5 minutes, the methodology only if asked — so executives actually finish what you sent.
What this skill does
Every report follows the inverted pyramid. Conclusion first, evidence second, methodology last. The executive summary is the most important section because many readers will read only that — it has to contain the single headline finding, three to five numbered key findings each with a specific number, the recommendation the reader should act on, and the risk if they don't. Half a page maximum. If your executive summary needs a second page, it's not executive enough.
Findings get a structure each. Bold declarative finding statement (not "revenue showed interesting trends" but "Q3 revenue declined 12% driven by enterprise churn"), the two or three data points that support it with comparison context (vs last period, vs target, vs benchmark), one chart that makes the finding self-evident, and the implication for the business. One chart per finding. Charts have insight-as-title headlines, labelled axes, a benchmark line, and an annotation on the moment that matters. A chart without those four elements is decoration and gets cut.
Templates exist for three report types — performance report, investor/board update, research/analysis report — each with its own structure. The skill picks the right one based on audience and purpose. Escalation logic shapes the urgency: green reports (all KPIs on target) stay brief and standard, amber reports (one or two KPIs off) add a root-cause section and widen distribution, red reports (multiple KPIs off or one in crisis) restructure entirely around the problem with the response plan leading. The format itself signals urgency before the reader processes a number.
Flat data is not a non-story. If metrics are roughly on target with no dramatic movement, the story IS the flatness — usually framed as relative decline in a growing market, or as stability masking divergent segment trends. The skill digs into leading indicators, segment splits, or comparative benchmarks to find the narrative. "Nothing happened" is never the final answer; if it were, the report wouldn't need writing.
You get the executive summary written first (not last), a KPI table with traffic-light status, each key finding with its headline-evidence-chart-implication structure, a strategic update section if the report type calls for one, and the methodology and limitations sitting at the back where they belong. Numbers always include comparison context — "£2.3M revenue" means nothing, "£2.3M revenue, up 15% YoY, 3% above target" tells a story. Length matches audience: C-suite gets 2-3 pages, board gets 5-8, working teams up to 15, never more. The skill flags what data was missing rather than papering over gaps, because admitting a blind spot builds credibility where pretending it doesn't exist destroys it.
When this triggers
- ·You have analysis and need to turn it into a board pack, investor update, or quarterly review
- ·Your last report got the 'thanks, will read later' treatment and was never opened
- ·Performance is mixed and you need a structure that's honest without losing the room
- ·A junior writes the report and it reads like a dashboard — long on numbers, short on meaning
- ·You need an executive summary that genuinely works as a standalone document
Example
Trigger
User: 'Q3 board report for the SaaS. ARR up 14% to £1.4M, MRR flat in September, gross margin 67%, net loss narrowed to -£18K/mo, churn ticked up to 2.9%, raised £600K last quarter, runway 11 months.'
Output
# Q3 Board Report — [Company] EXECUTIVE SUMMARY Headline: ARR grew 14% to £1.4M but September MRR flatlined, and churn ticked above target — Q4 priority shifts from acquisition to retention. Key findings: 1. ARR £1.4M, +14% QoQ — on plan 2. September MRR flat (£117K) — first non-growth month in 9 3. Churn 2.9% — first time above the 2% threshold 4. Net loss narrowed to -£18K/mo; runway 11 months 5. £600K raise closed in August, 14 months total liquidity Recommendation: Reallocate £40K from paid acquisition into a retention sprint targeting cohort 4-6 (where churn concentrates). Risk if no action: At 2.9% monthly churn, ARR growth requires 18% gross add growth just to stand still — current funnel is at 12%. KEY METRICS | Metric | Q3 | vs Q2 | Target | Status | |-----------------|---------|--------|--------|--------| | ARR | £1.40M | +14% | £1.38M | GREEN | | MRR (Sep) | £117K | flat | £122K | AMBER | | Gross margin | 67% | +1pt | 65% | GREEN | | Net margin | -15% | +4pt | -10% | AMBER | | Churn (monthly) | 2.9% | +0.6pt | <2% | RED | | Runway | 11 mo | +6mo | >12mo | AMBER | [Finding 1, 2, 3 each gets headline, evidence, chart, implication] STRATEGIC UPDATE [Progress against stated goals, decisions needed from board] APPENDIX [Detailed tables, methodology, data sources]
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