Skip to main content
You need: data in your prompt or a reference file · Example: monthly sales by region While you are presenting results, someone asks: “Show just February.” In an interactive report, you change the filter and continue the conversation. The page brings the summary and data together, so the reader does not have to browse several messages to find a comparison.

​
Change the period and see the difference

This example uses only the fictional numbers in the prompt below. January totals 20 sales; February totals 25. The filter changes the total and the comparison by region.
This complete report was generated by Morada OS from the Portuguese version of the prompt below; its content remains in Portuguese. It uses fictional data with no CRM connection. Another request may produce a different layout.

​
Start with this complete prompt

To use your own data, attach the spreadsheet or report and replace the example section with “use the data from the file I sent.” Specify which sheet, period, or subset to use. You do not need to connect a system to try this recipe.

​
Open the file and check it

Click the .html card and use Visualização (Preview). Change the filters and verify one total against the original source before the meeting. Expandir visualização (Expand preview) gives you more room to present; Baixar arquivo (Download file) saves the original report. When the data changes, send the new dataset and ask for another version: this report does not fetch updates automatically.

​
Shape the report around the meeting

“Open with the main difference between the months and put the detailed table after the chart.”
“Add a comparison between periods, showing the calculation used.”
“Generate a shorter version for leadership, keeping the period, source, and assumptions.”
The visual helps you compare; the conclusions still need to be supported by the data. An increase in sales alone does not explain why it happened. For a document without interaction, you may prefer a summary for leadership. See how to download the file and what gets saved.