{
  "id": "client-report",
  "format": "docx",
  "title": "Client report",
  "description": "A report for a client or a public administration: a cover, key takeaways, KPIs, chart-first sections with a takeaway and a source under every figure, data tables, notes and sources, under a running head that tracks the section and numbers the pages.",
  "whenToUse": "A periodic or one-off report to a client, a board or a public body that reads for the conclusion first and checks the evidence second. Not for a memo or a technical specification.",
  "theme": "consulting",
  "profile": "client-report",
  "definitions": "client-report-blocks.docx.json",
  "numbering": "sections",
  "toc": false,
  "variants": {
    "data-heavy": {
      "description": "Evidence-led: a KPI row under the takeaways, a chart with its takeaway in the second section, a data table with a note in the third, next steps last.",
      "whenToUse": "The brief comes with numbers: performance, finance, operations, anything the reader will check against a figure.",
      "pages": {
        "min": 4,
        "max": 8
      },
      "metadata": {
        "title": "{{Title: as on the cover}}",
        "author": "{{Author or team}}",
        "company": "{{Client name}}",
        "date": "{{Month YYYY}}"
      },
      "children": [
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "cover",
                "slots": {
                  "title": "{{Title: the report's conclusion in one sentence}}",
                  "subtitle": "{{Subtitle: what the report answers, for whom}}",
                  "client": "{{Client name}}",
                  "date": "{{Month YYYY}}",
                  "confidentiality": "{{Confidentiality: Confidential, or For internal use}}"
                }
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "running-head",
                "slots": {
                  "confidentiality": "{{Confidentiality: as on the cover}}",
                  "date": "{{Month YYYY}}"
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "01",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "key-takeaways",
                "slots": {
                  "items": [
                    "{{Takeaway 1: one claim, one sentence, with its number}}",
                    "{{Takeaway 2: one claim, one sentence, with its number}}",
                    "{{Takeaway 3: the recommendation that follows}}"
                  ]
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "kpi-row",
                "slots": {
                  "items": [
                    {
                      "value": "{{0.0}}",
                      "label": "{{What it measures}}"
                    },
                    {
                      "value": "{{0.0}}",
                      "label": "{{What it measures}}"
                    },
                    {
                      "value": "{{0.0}}",
                      "label": "{{What it measures}}"
                    }
                  ],
                  "source": "{{Source: system or document, date}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "02",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "chart-figure",
                "slots": {
                  "chart": {
                    "name": "highcharts",
                    "props": {
                      "width": "100%",
                      "options": {
                        "chart": {
                          "type": "column",
                          "width": 900,
                          "height": 460
                        },
                        "title": {
                          "text": null
                        },
                        "xAxis": {
                          "categories": [
                            "{{Period 1}}",
                            "{{Period 2}}",
                            "{{Period 3}}"
                          ]
                        },
                        "yAxis": {
                          "title": {
                            "text": "{{Measure (unit)}}"
                          }
                        },
                        "series": [
                          {
                            "name": "{{Series name}}",
                            "data": [0, 0, 0]
                          }
                        ]
                      }
                    }
                  },
                  "caption": "{{Caption: what the chart shows, as a statement}}",
                  "takeaway": "{{Takeaway: the one sentence the reader should keep}}",
                  "source": "{{Source: system or document, date}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "03",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "data-table",
                "slots": {
                  "title": "{{Table title: what it compares, and the period}}",
                  "labelHeader": "{{Row label}}",
                  "labels": ["{{Row 1}}", "{{Row 2}}", "{{Row 3}}"],
                  "columns": [
                    {
                      "header": "{{Measure (unit)}}",
                      "cells": ["{{0.0}}", "{{0.0}}", "{{0.0}}"]
                    },
                    {
                      "header": "{{Change}}",
                      "cells": ["{{0.0}}", "{{0.0}}", "{{0.0}}"]
                    }
                  ],
                  "source": "{{Source: system or document, date}}"
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "callout",
                "slots": {
                  "label": "{{Note label}}",
                  "text": "{{Note: a caveat about the numbers, a definition or the method}}"
                }
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "04",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "footnotes"
              }
            }
          ]
        }
      ]
    },
    "narrative": {
      "description": "Argument-led: takeaways, then three sections of prose with one KPI row and one note as evidence, next steps last; one data table in the analysis section carries the numbers the argument leans on.",
      "whenToUse": "The brief is a position, an assessment or a recommendation with few numbers; the reader follows an argument.",
      "pages": {
        "min": 3,
        "max": 6
      },
      "metadata": {
        "title": "{{Title: as on the cover}}",
        "author": "{{Author or team}}",
        "company": "{{Client name}}",
        "date": "{{Month YYYY}}"
      },
      "children": [
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "cover",
                "slots": {
                  "title": "{{Title: the report's conclusion in one sentence}}",
                  "subtitle": "{{Subtitle: what the report answers, for whom}}",
                  "client": "{{Client name}}",
                  "date": "{{Month YYYY}}",
                  "confidentiality": "{{Confidentiality: Confidential, or For internal use}}"
                }
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "running-head",
                "slots": {
                  "confidentiality": "{{Confidentiality: as on the cover}}",
                  "date": "{{Month YYYY}}"
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "01",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "key-takeaways",
                "slots": {
                  "items": [
                    "{{Takeaway 1: one claim, one sentence, with its number}}",
                    "{{Takeaway 2: one claim, one sentence, with its number}}",
                    "{{Takeaway 3: the recommendation that follows}}"
                  ]
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "02",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "callout",
                "slots": {
                  "label": "{{Note label}}",
                  "text": "{{Note: a caveat about the numbers, a definition or the method}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "03",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "data-table",
                "slots": {
                  "title": "{{Table title: what it compares, and the period}}",
                  "labelHeader": "{{Row label}}",
                  "labels": ["{{Row 1}}", "{{Row 2}}", "{{Row 3}}"],
                  "columns": [
                    {
                      "header": "{{Measure (unit)}}",
                      "cells": ["{{0.0}}", "{{0.0}}", "{{0.0}}"]
                    },
                    {
                      "header": "{{Change}}",
                      "cells": ["{{0.0}}", "{{0.0}}", "{{0.0}}"]
                    }
                  ],
                  "source": "{{Source: system or document, date}}"
                }
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "kpi-row",
                "slots": {
                  "items": [
                    {
                      "value": "{{0.0}}",
                      "label": "{{What it measures}}"
                    },
                    {
                      "value": "{{0.0}}",
                      "label": "{{What it measures}}"
                    },
                    {
                      "value": "{{0.0}}",
                      "label": "{{What it measures}}"
                    }
                  ],
                  "source": "{{Source: system or document, date}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            }
          ]
        },
        {
          "name": "section",
          "children": [
            {
              "name": "block",
              "props": {
                "ref": "section-opener",
                "slots": {
                  "number": "04",
                  "title": "{{Section title: the finding, as a statement}}"
                }
              }
            },
            {
              "name": "paragraph",
              "props": {
                "text": "{{Body: two or three short paragraphs of evidence for the section title, each opening with its claim}}"
              }
            },
            {
              "name": "block",
              "props": {
                "ref": "footnotes"
              }
            }
          ]
        }
      ]
    }
  }
}