Pillar guide
Client Reporting Best Practices
7 min read
The report owners read is short, structured, and narrative-led. Here's the recipe.
Structure
Executive summary → KPIs → variance commentary → cash → action items. In that order, every time.
Length
3–6 pages. Owners don't read 40-page decks.
Voice
Direct. Specific. Numbered. Avoid hedging.
FAQ
Portal or PDF?
Both — let the owner pick. Most prefer the portal for browsing and a PDF for forwarding.