# Send every client a polished monthly report from one data export

> It compares this month to last month by itself and writes the 'what this means' line clients actually read.

Turn your client report into a Claude skill with your sections, tone and look. Each month, drop in a client's data export and get a report with charts, wins and next steps in your format.

- Page: https://thesolocreators.com/prompts/monthly-client-report-skill/
- Category: Wow your clients
- Made for: Consultants, Small business owners, Creators
- Works in: Claude
- Time: About 45 minutes to set up, then 10 minutes per client each month
- Effort: Advanced
- Note: Works on any Claude plan with Code execution on. Strip out client details the report doesn't need before you upload.

## The prompt

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

```text
Build me a Claude skill called monthly-client-report. I'm [YOUR BUSINESS, e.g. a social media manager for shops]. I've attached a report I'm proud of and a sample data export. Learn my sections, order, tone and chart style from the report. When I give the skill a client's new export, and last month's report if I have it, it should read the numbers, compare them to last month and build a report with a three-line summary at the top, a chart for each key number, the top three wins, anything that dropped with a likely reason marked as a guess, and three next steps aimed at [NEXT MONTH FOCUS, e.g. more booked calls from Instagram]. Write in plain words a busy owner understands. Never make up a number. If a column is missing or unclear, ask me. Save the result as a Word document that matches the look of my attached report.
```

## Step by step

1. Turn on Code execution in Settings, then switch on skill-creator in Customize, then Skills.
2. Open a new chat, attach your best past report and one data export, then paste the prompt.
3. Answer Claude's questions, then save the skill it builds.
4. Start a chat each month, attach a client's export and last month's report, and ask for the report.
5. Check every number against the export before you send it.

## What you'll get

A saved report skill that turns any client's export into a consistent, charted monthly report in your format.

## Good to know

**Which AI tools does this work in?** It works in Claude. On this page, Claude opens with your prompt already typed in. Works on any Claude plan with Code execution on. Strip out client details the report doesn't need before you upload.

**How long does it take?** About 45 minutes to set up, then 10 minutes per client each month. It's rated "Advanced". There are 5 steps, listed above.

**What do I need before I start?** Just your details for 2 blanks: your business and next month focus. You can skip any, and your AI will ask for them.

**What will I get back?** A saved report skill that turns any client's export into a consistent, charted monthly report in your format.

Idea spotted on X, shared by @heynavtoor: https://x.com/heynavtoor/status/2042291937483637219. 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: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Slide Deck Designer (A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer).

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.