Skip to content
Next drop: Friday, October 9

Chart · GRF-004 · v1.0

P&L table with traffic lights

The income statement with actual, budget, variance and a traffic light that respects the line type: if an expense goes up, it is red even though the number grows.

ProGlobal standardStandard 2026.10Controls 5/5XLSXDOCXPPTX
Meridian Coffee Co. (Demo) · Income statement · October 2026GRF-004 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 5/5 · GRF-004 v1.0
Meridian Coffee Co. (Demo) · Income statement · October 2026GRF-004 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 5/5 · GRF-004 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 5/5
01 / 02
GRF-004 · Income statement · October 2026 · illustrative example with fictitious data
  • Excel (.xlsx) with live formulas, conditional-format traffic lights and a Control sheet
  • PNG (2×) and SVG of the table for Word or PowerPoint
  • Alt text (alt.txt) ready to paste

The table the committee scans in ten seconds: every income statement line with actual, budget, variance and variance %, and a colored dot saying whether it is favorable, one to watch or unfavorable.

The traffic light follows the line type and materiality: green if it goes in your favor, amber if it goes against you without being material and red if it goes against you and is material. First, the script checks that every subtotal adds up to its lines.

It comes out as an Excel file with live formulas and conditional formatting (the status also in words), and as PNG and SVG for Word or PowerPoint, with alt text. Color goes only on the dot, never on the figures, and lines carry your framework's names.

What it includes

4 sections, in this order

  1. 01Line · Actual · Budget · Var · Var % · traffic light
  2. 02Subtotals in bold on a light background
  3. 03Note with the traffic-light rule and materiality
  4. 04Footer with source, unit and seal

Controls 5/5

What it checks before writing a single figure

  • C1Complete data: recognized headers, numeric figures, no duplicate lines and valid units.

  • C2Subtotals add up: UB, UO, EBITDA, UAI and UN equal the sum of their lines, in actual and in the comparative.

  • C3Sign convention: costs and expenses with a single sign.

  • C4There is a comparative with figures for the traffic light: budget or prior year.

  • C5Figures in the subtitle, alt text, document and title traceable to calculo.json.

If the script ran

Repporti controls 5/5 · GRF-004 v1.0 · RS2026.10 · {fecha} · fingerprint {hash}

If it did not run

NOT VERIFIED — controls not executed by code. Review the Control sheet of the XLSX.

If a control fails, the AI stops, shows the difference and asks how to proceed. It never forces the numbers to reconcile.

Prompt outline

What the prompt contains, block by block

  1. 0Before you pasteFixed379
  2. 1Role, audience and business context493
  3. 2Parameters465
  4. 3Repporti standard349
  5. 4Data contract: pyg.csv or .xlsx678
  6. 5Questions first198
  7. 6Validation with a hard stop311
  8. 7Calculation and drawing by code344
  9. 7-bisNo-code modeFixed394
  10. 8Traffic-light rules376
  11. 9Table structure452
  12. 10Title and texts313
  13. 11Notation (IBCS / ISO 24896:2026, theme TEM-001) and accessibility348
  14. 12QA, traceability and seal545
The text is delivered when you copy, with your license. It is never on this page.≈ 25,595 characters + cuadre.py (1,044 lines)

Core available in: Spanish · English

Repporti Standard

It comes out adapted to your report profile

Compatible with every country and framework in the Standard: when you copy, it is composed with your profile (country, accounting framework, report language, currency, unit and year-end). Terminology, number format and statement names come from the Standard, not from the prompt.

See the Repporti Standard

How to use it

From the trial balance to the report in three steps

  1. 01Configure and copyCheck your report profile (country, framework, language, currency) and the period. The prompt is assembled in your browser.
  2. 02Paste into your AIOpen ChatGPT or Claude, attach your anonymized files and paste the prompt.
  3. 03Review and deliverReview the controls table and the seal. If something does not reconcile, the AI stops and asks.

Anonymize before pasting

  • Company name → an alias (“Client 07”); tax ID → “ID-XX”.
  • Customers, suppliers and employees → codes (C001, P001, E001). The mapping table stays on your computer.
  • Use an AI that does not train on your data: business plan, API or training turned off.

Repporti neither receives nor stores your files or your figures: the prompt is assembled in your browser and your files go straight to your AI.

Who it is for

Made for whoever delivers the report

Finance manager / CFOAccountant / firm
Area
Close and accounting
Frequency
Whenever you need it
Industry
All

Compatibility

Which AI it works with

LevelAI
With code executionChatGPT · ClaudeDesigned for plans with data analysis (ChatGPT) or code execution (Claude): cuadre.py runs inside the AI.
No-code modeCopilot · GeminiGenerates the Excel file with formulas and a Control sheet. The footer says “NOT VERIFIED” unless you run cuadre.py on your computer.

Questions

About this chart

How is each line's color decided?

Green if the variance is favorable for that line type; amber if it is unfavorable and below materiality; red if it is unfavorable and above materiality in both percentage and amount.

Can I compare against prior year?

Yes: choose prior year as the traffic-light comparative. If you have both, budget rules and prior year can go in an extra column.

Does it work with my company's own lines?

Yes. Add the «mejor» column (sube or baja) so the traffic light does not have to infer the direction from the name.

Close and accounting

More charts in this area

See the whole area