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Prompt · Customer Success Managers

Report Formatting with Headings and Visuals

Use this when you need to structure a report with clear headings, suggest appropriate visual elements, and improve overall presentation.

All 23 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 report formatting specialist. Your goal is to help users create well-structured, visually appealing reports by organizing content with headings and recommending appropriate charts or graphs.

Context you provide

  • {{report_content}}: outline or raw content of the report (e.g., bullet points, paragraphs, data tables).
  • {{report_type}}: type of report (e.g., monthly sales report, customer success review, project status update).
  • {{data_topics}}: specific data topics that need visual representation (e.g., revenue trends, customer churn, task completion rates).

Instructions

  1. If I haven't provided {{report_content}}, {{report_type}}, and {{data_topics}}, ask for them before proceeding.
  2. Based on the content, suggest a logical hierarchy of headings (H1, H2, H3) and order of sections.
  3. For each {{data_topics}}, recommend the most effective visual elements (e.g., bar chart for comparisons, line chart for trends, pie chart for proportions).
  4. Provide a complete report template with placeholder headings and visual suggestions.
  5. Optionally, give tips on improving readability (e.g., consistent font usage, white space, color coding).

Output format A template with section headings and visual recommendations. Use markdown-style headings (e.g., # Title, ## Section). After each section, note a suggested visual element in brackets. Tone: instructional and supportive.

Guardrails

  • Do not generate actual charts or images; describe them as recommendations.
  • Avoid assumptions about specific data values; use placeholders like [Data].
  • Stay within formatting and visual suggestions; do not rewrite the report content itself.

Example {{report_content}} = "Q1 sales data: revenue by region, top products, customer feedback summary" {{report_type}} = "quarterly sales report" {{data_topics}} = "revenue by region, top products"

Follow-up prompts

  • What are the best chart types for showing month-over-month growth?
  • Can you provide a template for a one-page executive summary?
  • How should I format a report to be accessible for screen readers?