# Get your monthly Excel report done your way in one request

> Next month you run your saved skill and Copilot builds the report from your own steps and your own past example.

Tell Copilot in Excel how you build your monthly report, point it at a finished example, and save it as a reusable skill you run each month instead of redoing every step.

- Page: https://thesolocreators.com/prompts/excel-copilot-skill-for-your-monthly-report/
- Category: Put your business on autopilot
- Made for: Small business owners, Consultants, Coaches
- Works in: Copilot
- Time: 15 minutes to set up, then monthly
- Effort: A few steps
- Note: Needs Copilot in Excel. Skill builder is rolling out on Excel for Windows, Mac and web as of 2026-10-27.
- Published: 2026-10-29

## Can Copilot in Excel remember how I build my monthly report?

Yes. Use the skill builder in Copilot in Excel to describe your steps, point it at a finished example, and save it as a reusable skill. As of October 2026, skill builder is rolling out on Excel for Windows, Mac and the web. If your report changes a lot each month, describe the steps fresh each time. If it follows the same pattern, save the skill once and test it against your own version before you rely on it.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
I want to turn my monthly report into a reusable skill. Here's how I build it every month: [YOUR REPORT STEPS, e.g. remove refunds, total sales by product]. The finished report should look like the [EXAMPLE SHEET NAME, e.g. September Report] sheet in this workbook. Rules to always follow: [YOUR RULES, e.g. round to whole dollars, flag drops over 10%]. Before you save the skill, ask me about any step that's unclear. Then run it once on [NEW DATA SHEET, e.g. the October Sales sheet] so I can compare it with my own version. Name the skill [SKILL NAME, e.g. Monthly sales report], and tell me in plain words what it'll do each time I run it.
```

## Step by step

1. Open the workbook with last month's finished report in Excel
2. Open Copilot in Excel and paste the prompt to start a new skill
3. Answer Copilot's questions and compare its test run with your own version
4. Run the saved skill next month on the new data and check the totals

## What you'll get

A saved Copilot skill that rebuilds your monthly report your way, plus a first test run to check against your own version.

## Good to know

**Can Copilot in Excel remember how I build my monthly report?** Yes. Use the skill builder in Copilot in Excel to describe your steps, point it at a finished example, and save it as a reusable skill. As of October 2026, skill builder is rolling out on Excel for Windows, Mac and the web. If your report changes a lot each month, describe the steps fresh each time. If it follows the same pattern, save the skill once and test it against your own version before you rely on it.

**Which AI tools does this work in?** It works in Copilot. On this page, one tap copies the prompt and opens the app, so you just paste. Needs Copilot in Excel. Skill builder is rolling out on Excel for Windows, Mac and web as of 2026-10-27.

**How long does it take?** 15 minutes to set up, then monthly. It's rated "A few steps". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 5 blanks: your report steps, example sheet name, your rules, new data sheet and skill name. You can skip any, and your AI will ask for them.

**What will I get back?** A saved Copilot skill that rebuilds your monthly report your way, plus a first test run to check against your own version.

Idea spotted on the official docs, shared by Microsoft Excel team: https://techcommunity.microsoft.com/blog/excelblog/whats-new-in-excel-october-2026/4549758. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Second Brain (Give your AI a memory it reads across every project, so it finally knows your business); Watch It For Me (Drop any video link and get the step-by-step playbook, the full timestamped transcript, and the best quotes. Without watching it).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.