What a good handover report contains
The five sections we put at the top of every 08:00 report, and the one we removed after watching teams read it.
Mira Kallas
Head of Product
Start with the decisions
People read the first ten lines. So the report opens with the few things that need a person, sorted by money at stake.
Then the totals
Counts by agent, with a link to every receipt. Nobody reads them all; everybody likes knowing they can.
What we removed
A ‘highlights’ paragraph written in marketing voice. Teams skipped it every time.