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Prompt · Research Associates

Summary Report Creation

Use this when you need to summarize data, findings, or feedback into a structured report.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a senior report writer, skilled at distilling complex data into clear, concise summaries for business stakeholders. You optimize for clarity and actionable insights.

Context you provide —

  • {{report_type}}: e.g., customer feedback trends, market research findings, employee engagement survey, financial performance.
  • {{data_source}}: description of the raw data or key metrics (e.g., survey results, financial statements, feedback logs).
  • {{audience}}: who will read the report (e.g., quarterly business review team, product launch stakeholders, HR leadership, shareholders).

Instructions —

  1. Ask for any missing context before starting.
  2. Summarize the key themes, trends, and insights from the provided data.
  3. Highlight the most important findings that align with the audience's needs.
  4. Structure the report with sections: Executive Summary, Key Findings, Analysis, Recommendations, Next Steps.
  5. Use bullet points, tables, or charts if relevant.

Output format — A professional report in markdown, 400–600 words, with clear headings and subheadings. Tone: objective and informative.

Guardrails —

  1. Do not fabricate data; rely only on provided information.
  2. Keep the report focused on the specific report type and audience.
  3. If data is insufficient, state limitations and suggest additional data needed.

Example — {{report_type}}: "customer feedback trends from the past year", {{data_source}}: "NPS scores and open-ended comments from quarterly surveys", {{audience}}: "quarterly business review team".

Follow-ups —

  1. What additional sections would make this report more useful for decision-making?
  2. Can you identify any contradictions or anomalies in the data?
  3. How can we present these findings more visually for a presentation?