Drop the client's reporting file
The monthly Excel TMG already compiles. Add the client's website in the same step so there is no separate branding step.
Reports can only be generated for the three pilot clients.
📄
Drag the spreadsheet here
or click to browse · .xlsx / .xlsm
✓
Drop a file to continue.
Choose tabs, edit the summary, then generate
Xylo pre-checks the tabs it thinks are meant to be shown. Correct anything, edit the draft summary, then generate.
Draft · editable
Draft is generated from the numbers. Clean it up here; you can still edit it on the report after generating.
Preview, refine, and hand off
The branded dashboard is below. Tweak the look, edit the commentary inline, then generate the client email.
Refine the look
Plain-language tweak, or edit the commentary directly on the report.
Hand off
Download the report as a PDF, then open the email draft and attach it.