A client report is not judged the day it arrives — it earns a look again next month, against whatever came before it.
Client services report — second quarter
Revenue grew while headcount held, so the margin is the figure to watch. The detail follows by account.
Northwind grew fastest on a smaller base; Meridian held flat after the spring renewal; two accounts churned, both under fifty seats.
A report has one job: say what happened this period, in numbers a client can take in inside a minute, without re-explaining what the report already covers. What gets asked in the reply usually traces back to the number that moved the most, so the shape that number takes on the page matters more than the prose around it. A report that lands on the same day each month earns the kind of routine attention a longer document has to work for.
A number that carries a direction, not just a figure
The metric out front carries a label and an arrow beside it, so the direction registers before the amount does.
The movement behind the number, not just its total
A chart across the period shows whether this month continues a trend or breaks it, which the total on its own cannot say.
The detail underneath, itemised rather than summarised away
Anyone who wants the breakdown behind the headline number finds it in a table further down the page, instead of having to ask for it.
Which part of this update held their attention
You see which heading stayed on screen the longest this time, and whether they came back to the section with the number after moving past it — a clearer prompt for the next call than a fixed date on a calendar.
An example — not your document. Sections are the document’s own headings.
Most of their attention went to “Table” — 2m 16s of 4m 00s.
Time each section spent on screen, counted only while the tab was in front and the reader was active. It shows what was in front of them, not what they read.
This page is about what a report has to do. For the blocks the editor is built from — see the editor.
As often as the period you report on. The document is data on a page, not a schedule Quixli runs — a new report is a new document, sent whenever the last one would be due.
No — each report is its own document with its own figures on the page. Comparing two months means opening both links, not scrolling a running history inside one.
No — it is the document that gets sent, not the tool the numbers came from. Build the report from data you already have, and it becomes something opened once and taken in, rather than an invitation to a dashboard nobody logs into.