Reporting

Reports are for people who need an interpretation, not just a view of the data. Dawn can help you build a repeatable narrative that explains what changed, why it matters, and what should happen next.

Decide what the report must answer

Start with the audience and cadence. A strong recurring report usually covers:

• The headline outcome for the period
• The drivers behind the biggest changes
• Exceptions, risks, or opportunities that need attention
• Recommended next actions and owners

Build and review a first version

Use a conversation to analyse the source data, then turn the approved structure into a report. Be specific about the comparison period, important segments, and the level of certainty required.

Prepare a weekly revenue update for the leadership team. Compare this week with the
same week last year, explain the three largest drivers of change, flag material
anomalies, and finish with clear actions for the commercial team.

Check every number and interpretation before the report is shared. Automation can make the work repeatable; it does not replace accountability for the conclusion.

Automate the recurring work

When the report format is stable, create a job with a reusable instruction, the required dataset or dashboard context, and a schedule if appropriate. Keep the instruction focused on the intended audience and decision.

Include guidance for edge cases: what counts as a material change, how to handle missing data, and when the job should flag an issue for review instead of making a claim.

Maintain trust

Review the first few runs closely. Compare outputs with the source data, refine the instruction when it produces unclear commentary, and update shared Context when metric definitions or business priorities change.

For a visual monitoring surface alongside the narrative, create a dashboard.