Business report template
Reports get skimmed before they get read, so structure carries most of the weight. This template turns on the cover page and auto-generated table of contents, and leaves headings at a depth that produces a useful contents list rather than an overwhelming one.
Use this templateHow it works
- 1
Open the template
Click Use this template to load the report structure.
- 2
Write your sections
Replace the placeholder headings and text; the contents list updates itself.
- 3
Download the PDF
Click Download PDF to export the finished report.
What's in the template
## Executive summary
Revenue grew 18% quarter on quarter, driven mainly by the enterprise segment. Churn improved from 4.1% to 3.2%. The main risk to the next quarter is delivery capacity rather than demand.
## Background
The quarter opened with two objectives: stabilise enterprise onboarding and reduce involuntary churn. Both were met, though the second required more engineering time than planned.
## Findings
### Revenue
Enterprise now accounts for 46% of recurring revenue, up from 38%. Self-serve revenue was flat in absolute terms, which is below plan.
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### Retention
Involuntary churn — failed payments rather than cancellations — fell by almost half after the dunning changes shipped in February.
### Costs
Infrastructure spend rose 9%, slower than revenue growth, so gross margin improved by roughly two points.
## Recommendations
1. Hire two implementation engineers to remove the onboarding bottleneck.
2. Revisit self-serve pricing, which has not changed in eighteen months.
3. Extend the dunning improvements to annual plans.
## Appendix
Figures are unaudited and drawn from the internal reporting warehouse as of 31 March 2026.This is the markdown the editor loads. Everything is editable.
Frequently asked questions
- How does the table of contents work?
- It is generated from your headings, with page numbers that count from the first body page. Turn it on under Cover & contents, where you can also choose how deep it goes.
- Can I include charts?
- Yes. Build a chart in the Charts panel and place it with a {{chart:1}} line where you want it to appear. Charts you don't place are appended at the end.
- Can I add page numbers and a footer?
- Both are in the Header & footer section. Front matter such as the cover and contents is excluded from the numbering, so body page one reads as page 1.
Converting this to a PDF
This template is plain markdown, so it converts the same way any document here does. password-protect a PDF covers the page setup, typography and export options in more detail.