From files to a reviewable report

Turn source data into a report you can review and download

Bring the reporting period, audience and source data. Review the setup before starting, then inspect the report's calculations, charts and recommendations. The workflow targets a DOCX; a PDF is included only when the supported export succeeds.

  • DOCX: required
  • PDF: only if export succeeds
  • One sponsored run for eligible new users

The setup shows your eligibility and limits before anything runs. No sample report is published on this page yet.

Report, DOCXLayout only
  1. 1

    Executive summary

  2. 2

    KPI scorecard

  3. 3

    Trends and charts

  4. 4

    Risks

  5. 5

    Actions

  6. 6

    Method and source notes

The planned structure of the report. Illustrative layout, not a sample report.

Run rules at a glance

Confirm
Start: nothing runs until you review the setup and confirm
3 files
Inputs: up to three files, 20 MiB in total
DOCX
Output: required. A PDF is added only if the export succeeds
1 retry
Retry: only for a qualifying provider or infrastructure failure

The setup screen is the source of truth for eligibility and limits. Usage beyond the sponsored run is on the pricing page.

Choose your data and write the brief

A useful report starts with source data, definitions and the decisions the reader has to make. Three things to have ready.

  1. The reporting period and the reader

    Name the period, the audience and the decisions they face. A board reader and a team lead need different reports from the same numbers.

  2. Metric definitions

    For every measure: what it means, its unit, its denominator, the window and any exclusions. Most wrong report numbers are definition mismatches, not arithmetic.

  3. Source files

    Up to three files, within the size limit shown in the setup. Remove sensitive data the report does not need, and upload only material you are authorized to use.

    Work from source documents

What the report contains, and the question each part answers

The report is meant to stand on its own, so the reader does not have to reconstruct a conversation to trust it.

Report sections, the reader question each answers, and what each should contain.
SectionReader questionWhat it should contain
Executive summaryWhat changed, and does anyone need to act?The key movements, risks and decision points, first, with periods and definitions kept explicit.
KPI scorecardWhere do the headline numbers stand?Each measure with its value, comparison and definition.
Trends and chartsIs it going the right way, and since when?Charts with titles, labels and a legend where needed, plus a text summary of each.
RisksWhat could go wrong next?Issues the data supports, kept separate from speculation.
ActionsWhat should we do about it?Recommendations that trace to an observed pattern or a clearly labeled assumption.
Method and source notesCan I trust and repeat this?The files used, how figures were derived and any assumptions or gaps.

How numbers and claims should be checked

A polished-looking report can still be wrong. ZeroTwo prepares the work; you review the sources, calculations and conclusions before relying on it.

A growth figure, shown with its denominator

Illustrative numbers
Prior-period MRR
40,000
Current-period MRR
44,000
Growth
(44,000 − 40,000) ÷ 40,000 = 10.0%
Denominator
prior period, as the definition says

Observation

“Churn rose in June.” The data can show this.

Cause

“Because of a price change.” Needs a source, or a label as an assumption.

Made-up numbers to show the method. This is not output from a ZeroTwo run.

Recalculate before you rely on it

  • The denominator matches the metric definition you supplied.
  • The period matches the one in the brief, not the one in a file name.
  • Units and rounding are consistent from the scorecard to the charts.
  • Every stated cause has a source, or is labeled as an assumption.
  • A few figures recomputed by hand from the source rows agree.

Charts, tables, fonts, page breaks and source notes also need a visual review of the exported document.

From raw metrics to a report ready for review

Nothing starts until you review the setup and confirm “Create my report”.

  1. Review the assignment

    Confirm the period, audience, source files and required sections before the run begins.

  2. Check the data

    Definitions are read and tables inspected, and gaps or assumptions that should be visible are surfaced.

  3. Calculate the changes

    The scorecard, trends and comparisons come from the supplied values, not from invented causes or benchmarks.

  4. Build the report

    The executive summary, analysis, charts, risks and recommended actions go into a DOCX.

  5. Present the deliverable

    The report appears in ZeroTwo to open and review. A PDF is included only when the export succeeds.

One focused workflow, with its rules shown up front. Work beyond it uses your plan, starting with Plus at $14.99/mo on the pricing page.

What it covers

  • One lifetime sponsored report run for an eligible new user. The setup shows availability and limits before you begin.
  • Your explicit start: choose the sample or your files, review the setup, then confirm.
  • Up to three supported files and 20 MiB of input in total.
  • One DOCX. A matching PDF only when the supported export succeeds.
  • A second attempt only when the first fails for a qualifying provider or infrastructure reason.
  • Server-enforced time, step, file, output and cost limits.

What it does not

  • Unlimited runs. It is one focused workflow, not a standing allowance.
  • An automatic start. Your intent can survive sign-in and onboarding, but the run does not begin until you confirm.
  • A PDF every time. The DOCX is the deliverable you can count on.
  • Further revisions. These, and ordinary Work, use your plan allowance or credits. This page does not state a per-revision cost.

Starting the setup does not start the run. You still review the brief and confirm.

Create your report

A report workflow, general chat, or doing it by hand

Our take, from the company that sells the first option: each of the three is the right one in some situations. This compares how the workflow is designed, not how accurate any one report is.

  • ZeroTwo report workflow

    Pick it when you have the data, a defined reader and period, and you want a document you can open and edit.

    Setup
    Guided source, audience, period and output setup
    Calculations
    Requested checks are carried into the workflow
    Deliverable
    A DOCX that appears in ZeroTwo, ready to open and review
    Responsibility
    ZeroTwo prepares; you approve

  • General AI chat

    Pick it to explore the data, ask follow-ups, or draft one paragraph. Nothing here needs a file at the end.

    Setup
    You design the prompt and the process
    Calculations
    You preserve checks across prompts
    Deliverable
    Mostly text in a conversation
    Responsibility
    You direct and approve

  • Manual reporting

    Pick it when a fixed template, a regulator or an auditor requires you to own every step.

    Setup
    You gather and organize every input
    Calculations
    You calculate and verify each value
    Deliverable
    A document you assemble
    Responsibility
    You create and approve

Producing the same report every month? That is a recurring job, not a one-time generator. See recurring KPI reporting.

What people ask

Which input file types are supported?

The setup screen lists the accepted file types and applies the limits before you start, and that list is the source of truth. This page does not repeat it, so it cannot drift from the product. The stated limits are up to three files and 20 MiB in total. Check the setup for scanned documents, multi-sheet workbooks and what happens to an unsupported or oversized file.

Can I see a sample before signing up?

No sample report or recorded walkthrough is published on this page yet, so there is no finished output to open here. The setup lets you choose a provided sample or attach your own files. Whether you can view the provided sample before you sign in is not something this page asserts.

Is the sponsored report available to my account?

Eligible new users can claim one lifetime sponsored report run. The setup shows whether you are eligible, and the limits, before anything starts. If you are not eligible, ordinary Work uses plan allowance or credits.

What happens if the run fails?

A second attempt is available only when the first fails for a qualifying provider or infrastructure reason. A failure for another reason is not covered by that retry. In either case, check the status shown in ZeroTwo before assuming a report was produced.

Is a PDF always included?

No. The DOCX is the required deliverable. A matching PDF is included only when the supported export succeeds. If it does not, expect the DOCX alone.

What does another revision use or cost?

Revisions and ordinary Work use your plan allowance or credits rather than the sponsored run. Work is listed for Plus ($14.99/mo) and above on the pricing page. This page does not state a per-revision amount, so check the usage shown in ZeroTwo and the pricing page.

Will ZeroTwo start as soon as I sign up?

No. Your workflow intent can survive sign-in and onboarding, and ZeroTwo restores the report setup without starting the run. You choose the inputs and explicitly confirm “Create my report”.

Does ZeroTwo guarantee the calculations?

No. ZeroTwo can calculate from the supplied data and show its work, but you should verify every material number and conclusion before the report informs a consequential decision.

Bring the numbers. Leave with the report.

A DOCX to review, plus a PDF only if the export succeeds. The setup shows your eligibility and limits before anything runs.

Create your report