Since the time of my last reporting post, RStudio, knitr, and Sweave have worked extremely hard to make document creation easier by becoming even more streamlined and cooperative (New Version of RStudio (v0.96)). Thanks so much for these extremely helpful and generous contributors.
Over the years, I have developed an outline for client reports that I think applies in most situations in the money management world. This also fits for performance reporting and marketing, except the transaction history section would either be eliminated or replaced by a section highlighting trades or ideas that have been used in the past.
I thought I would have a completed product before displaying progress, but I just could not wait. I started working on the Return section. Please let me know what you think as your comments will guide the rest of the report.