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Report Builder lets you create reusable report templates instead of relying only on a fixed export. Open Reports, choose a template, or start with a blank report.

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Build a template

1

Choose a starting point

Open an editable template or create a blank one. System presets are read-only; duplicate a preset before changing it.
2

Add pages and widgets

Add KPI cards, charts, tables, text, images, and spacing. Widgets can be restricted when their data belongs to a feature outside the site’s plan.
3

Configure presentation

Set paper size, orientation, margins, page numbers, report date, headers, footers, colour, and font.
4

Preview and save

Use the live preview to check the layout, then save the template with a clear reusable name.
5

Generate for a site and period

Choose the report scope and date range, then generate the final output.

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Available building blocks

  • KPI Card for one important number
  • Chart for movement or comparison
  • Table for detailed evidence
  • Text for interpretation and recommendations
  • Image for logos or supporting visuals
  • Spacer for deliberate layout rhythm

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Reporting principles

  • Lead with outcomes and material changes.
  • Compare like-for-like periods.
  • Explain score changes instead of presenting them without context.
  • Keep detailed evidence after the summary, not before it.
  • End with decisions, owners, and next actions.
If another user saves the same template while you are editing, Cleo may report a conflict. Review the newer version before overwriting anyone’s work.