We need five templates to be displayed in Power point to for our data
-Cover Sheet Template
-Pie Chart Template
-Bar Graph Template
-Line Graph Template
-Blank Slide (for legal and other random bits)
Our reports need to be minimalistic so as to not distract from the data but contain a bank-like look of professionalism. We prefer white backgrounds for note taking and minimalism. We will be using the design in PowerPoint presentations that will be converted to PDF’s and printed as bound reports. The design needs to able to successfully incorporate a few basic templates: There needs to be templates for a slide with multiple charts on the right side with text on the left, a pie chart above with text below, a bullet list with a table, and a line graph (see attached files for more detail, particularly sample fee report pages). Keep in mind the pages from the sample broker report as well. (Also attached) We need professional looking charts, tables, graphs, and layout. Overall, we want a full new look for our reports.
Any design that can be easily transferable to the formatting and layout of our longer reports will be required. Our longer reports are 15-20 pages on standard 8x11 letter size paper. Currently, our designs and layout are disjointed and unappealing. We are moving to unify our website and reports; since the report is our bread and butter, this is the bedrock of future improvements.