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Example to browse

Report example: Q3 quarterly report to the advisory board

When a board wants to read the numbers and prepare a decision.

Start with this promptSee the structure

Free: 1 document, plan up to 12 pages, first 3 built, no credit card. Plans from €7.99/mo

Report example, revenue and customers page: bar chart of monthly revenue against plan and prior year, plus the trend in customer count
Report example, outlook and recommendations page: Q4 and full-year forecast, three recommendations to the board and a risk table
Report example, cover page: Fennberg IT quarterly report Q3 2026 to the advisory board with key figures at a glance

Example report for a fictional company. Names and numbers are sample valuesSee all 5 pages

In short

A report is something you look things up in, not read from start to finish. That is why the summary comes first: KPIs against plan and prior year, the key messages and what has to be decided. This example is a quarterly report for an advisory board on five pages, designed for a fictional IT company.

All 5 pages at a glance

Click an image to see it large. Companies, people and figures are made up. The example is designed by hand and not generated by Slaide.

Example report for a fictional company. Names and numbers are sample values

Example report for a fictional company. Names and numbers are sample values

Report example, cover page: Fennberg IT quarterly report Q3 2026 to the advisory board with key figures at a glance

Cover · 1 of 5

How it is built

What you see page by page.

Structure of Report example
PageWhat you see
1CoverFennberg IT quarterly report Q3 2026 to the advisory board with key figures at a glance
2SummaryQ3 key figures table against plan and prior year, four key points and decisions needed
3Revenue and customersBar chart of monthly revenue against plan and prior year, plus the trend in customer count
4Projects and peopleTable of the three key projects with status, a comment on each and headcount by team
5RecommendationsQ4 and full-year forecast, three recommendations to the board and a risk table

What this example does well

Techniques you can take over, visible in the images above.

  • The summary comes first: a KPI table with plan and prior year, four key messages and the decision needed.

  • Revenue appears as a bar chart against plan and prior year.

  • The end holds a forecast, three recommendations and a risk table.

What you need beforehand

To make your own document just as concrete, have this ready.

  • The quarter's KPIs against plan and prior year in one table

  • The three or four messages the board should take away

  • Open decisions with deadline and amount

  • An honest list of risks, each with one countermeasure

Common mistakes when you rebuild it

What to watch for.

  • The summary is at the back

    Hiding it makes readers page through. Put it on page one and state what must be decided right there.

  • Numbers without a benchmark

    A revenue figure alone says little. Put every KPI next to a yardstick: plan, prior year or prior quarter.

  • One chart for everything

    Twelve charts answer no question. Each chart supports one statement, and that statement is its headline.

A starting point for your own document

Prompt as a starting point

Create a quarterly report for the advisory board as a document: summary with KPI table, revenue and customers with a chart, projects and people, outlook with recommendations and risks. As an A4 document. My company and my figures:

Start with this prompt

FAQ

Anything missing? Ask us

What belongs in a quarterly report?

A summary with KPIs, the trend in revenue and customers, projects and people, and an outlook with recommendations and risks. This example has exactly those parts on five pages.

Should a report be a document or a presentation?

What is read and filed is a document. What is presented is a deck. This example is a document in A4 format. The presentation example shows the same kind of content as slides.

How do I create a report like this with Slaide?

Give figures and bullet points or upload a spreadsheet. Slaide structures the report, builds tables and charts and delivers a document you can edit and export as PDF or Word. The AI Report Generator page shows the steps.

Was this example made with Slaide?

No. It is designed by hand for a fictional company with sample figures, so you can see what a good structure looks like. What Slaide builds from your content looks different: it comes from your figures and goals, and you adjust every page.

Your content becomes your document

Describe what you need and add your files. The free plan builds the first 3 pages of one document, no credit card.

Start freeNo credit card needed

More examples and guides

Pitch deck examplePresentation exampleOne-pager exampleCV exampleAI Report GeneratorAll 5 examples