{}OPF
DocsPurposes recordEdit on GitHub

Report

Use for business reviews, project updates, research summaries, and recurring operating cadences. Prioritize the metric, the movement, the reason, and the implication.

Metadata

ID

report

Catalog

purposes

Source

spec/catalogs/purposes/report.json

FieldValue
outcomeThe audience understands what happened, why it happened, and what it means.
successCriteriaKey metrics are easy to scan, Variance and drivers are explained, Implications are explicit
recommendedNarrativesqbr, business-review, status-update, survey-analysis
recommendedTonesformal, technical
tagsperformance, progress, findings

Source JSON

report.json
{
  "$schema": "https://openpresentation.org/schema/opf-purpose/v1",
  "id": "report",
  "name": "Report",
  "summary": "Summarize performance, progress, or findings with enough context to interpret results.",
  "description": "Use for business reviews, project updates, research summaries, and recurring operating cadences. Prioritize the metric, the movement, the reason, and the implication.",
  "outcome": "The audience understands what happened, why it happened, and what it means.",
  "successCriteria": [
    "Key metrics are easy to scan",
    "Variance and drivers are explained",
    "Implications are explicit"
  ],
  "recommendedNarratives": [
    "qbr",
    "business-review",
    "status-update",
    "survey-analysis"
  ],
  "recommendedTones": [
    "formal",
    "technical"
  ],
  "tags": [
    "performance",
    "progress",
    "findings"
  ]
}