Guides and articles
Documents that stay up to date with your data.
How to automate recurring reports: a setup guide
Set up any weekly, monthly or investor report to update itself: audit each element, define every figure, cut the sources and build in checks.
26 Oct 2026Article · 4 min readBoard pack figures that match on the day
Why board pack numbers disagree between pages and with the finance system, and how to prepare a pack whose figures match on the day it goes out.
27 Oct 2026Article · 4 min readChoosing the right chart for a recurring report
How to pick charts for a weekly or monthly report that stay readable as new data arrives: trends, targets, breakdowns, and the charts to avoid.
27 Oct 2026Article · 4 min readClient reporting for agencies: one report per account
How agencies can run a monthly report for every client account from one shared frame: agreed KPIs, per-client data, honest commentary and a steady routine.
27 Oct 2026Article · 5 min readLinking spreadsheet data to documents and slides
How to prepare a spreadsheet so its figures, tables and charts can be linked into a report or deck, and the habits that stop those links breaking.
27 Oct 2026Article · 4 min readData definitions: documenting what each metric means
How to write a short glossary of metric definitions for your reports: what each entry needs, who owns it, and how to keep it current as things change.
27 Oct 2026Article · 4 min readMonthly update email or live document: which to send
When a monthly update works best as an email, when a live document serves readers better, and how to combine the two without confusing anyone.
27 Oct 2026Article · 5 min readHow to write a project status report people read
A structure for weekly or fortnightly project status reports that sponsors actually read: a clear status, the decisions needed, and risks in plain words.
27 Oct 2026Article · 4 min readTurning a spreadsheet into report slides
How to turn a working spreadsheet into a short deck of report slides: what to leave behind, one message per slide, and how to share the result.
27 Oct 2026Article · 5 min readWriting commentary for numbers that change
How to write report commentary that stays accurate when the figures update: what to explain, what to leave to the table, and phrasing that holds up.
26 Oct 2026Article · 5 min readKPI report templates that stay current
Four KPI report layouts for weekly, monthly and founder updates, and the design choices that keep each one accurate without manual updating.
26 Oct 2026Article · 5 min readHow to stop rebuilding the weekly report every Monday
For whoever makes the weekly report by copying last week's file: five habits you can start this Monday, from one data file to a short checklist.
26 Oct 2026