Free step-by-step guide

Claude Code does your reporting.

A 9-step guide to replacing manual status reports with automated dashboards. Includes a ready-to-use prompt template and a worked example.

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What is inside

Nine steps from blank screen to live dashboard. Each builds on the last.

Prepare
  • Define your reporting requirements
  • Map your data sources
  • Write your brief for Claude

Get clear before you build.

Build
  • Claude writes the implementation plan
  • Review and approve the approach
  • Get Claude to review its own plan

Fix it on paper, not in code.

Ship
  • Claude builds your dashboard
  • Verify against your requirements
  • Go live. No more manual reporting.

Typically 20 minutes end to end.

This guide comes from building real reporting dashboards for professional services firms. The prompt template, the review step, the data source mapping: all tested on production systems.

By Tom Jones, founder of Leomayn

Stop copying numbers into spreadsheets every Monday

Nine steps. One PDF. Twenty minutes to a live dashboard.

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