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      How to use Aider's Report Pack

      Create simple client-friendly performance reports.

      Updated: 20 June 2024

      Benefits of Aider's Report Pack

      Aider's Report Pack offers:

      • monthly and quarterly performance report that are small-business friendly
      • actionable executive summary and simple graphs that your clients will actually understand
      • quick and easy to produce and customise
      • generative AI tool that helps you offer better advice and communicates more effectively
      • better data quality with the help of Aider Period Close tool

      Now you can realistically offer simple report-based advisory to a larger portion of your client base - including those who currently don't benefit from your advanced advisory services.

      Save time generating value-add reports and train your less experienced advisory staff in delivering this foundational advisory service with Aider's AI-powered Report Pack.

      How to use Aider's Report Pack

      When a reporting period is complete, first use the Aider Period Close Checklist to check that the data for the period is complete and accurate enough for reporting. You can use the Period Close Dashboard to help you prioritize and monitor this process across all clients.

      💡 Don't wait until the data is perfect to deliver your report

      The key to engaging performance report is succinct actionable insights, delivered in a timely manner.

      Unlike compliance, accuracy to the cent is less important. Businesses need to see the broad trends that require operational actions while they can still take actions. Don't delay report delivery if the data is complete and accurate enough to see the broad trends. Just add caveats if some data still needs to be double-checked and finalized.

      Once the data quality is in good enough state:

      1. Simply click go to a client's ‘Report’ tab.
      2. Select what performance insights you want to include.

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      3. If you like, customize the text in the report:
        1. Use the AI Assistant to help you quickly draft or refine the Executive Summary, Action Points, and insight details. 
        2. You can also tweak the copy manually with the edit button.
      4. Download the Report as a Word document.
        You can easily brand it with your brand colors and text styling using Word's Design Style Set. How to customize your report branding >

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      5. Save as PDF or print out the report to share with your client.
      6. If required by your firm's process, save a copy to your firm’s document repository.