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Report Commentary Draft

Draft the commentary around a recurring report's numbers, for review.

The prompt
For the [report/dashboard] figures I provide, draft commentary:
- What moved vs prior period and by how much (from my figures)
- Plausible drivers as discussed internally (mark "to confirm")
- What to watch next period

Factual and concise. Do not assert causes as fact; the figures are mine to verify against the BI tool.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

BI Analyst, Reporting Analyst, Analytics Manager