DemoCo Customer Churn Quarto Report

This Quarto report summarizes customer churn for DemoCo, an example company.

• View the report on Posit Connect
• Play with the code on Posit Cloud

Build the reports

You can build the reports yourself on Posit Cloud.

1. Render the HTML report: Open churn_report.qmd and click on the drop-down arrow next to the Render button. Click Render democo-html.
2. Render the PDF report: Open churn_report.qmd and click on the drop-down arrow next to the Render button. Click Render democo-pdf.

Change the product type

churn_report.qmd includes a parameter, product, that controls which product type the report displays. There are three product types in the data: Standard, Premium, Professional.

To change the product type:

In the YAML header of churn_report.qmd, update the value field of the product parameter to "Premium" or "Professional", then click Render.

---

params: product: label: "Product type" value: Professional input: select choices: [Standard, Premium, Professional]

Publish to Posit Connect

We've published the HTML report to Connect. The report is set to run once a week. You can publish the report to your own Connect account using the Publish button in the RStudio IDE, found in the upper-right corner of the Editor pane. Click > Posit Connect > Publish document with source code > Add the URL of your Connect server > Publish.

See this guide for publishing Quarto documents for more details.

Themes

Both the HTML and PDF reports use a custom Quarto format. You can find the custom format in the _extensions directory.

Customize the reports

You can also use this project as a template for your own reports.

Here are some ways to modify the reports:

• Change the color scheme of the plots by changing the color palette object, defined in the first chunk of churn_report.qmd.
• Read in different data in churn_report.qmd, and create your own plots.
• Modify the theme by editing the Quarto extension located in _extensions/democo. For more information about custom Quarto HTML themes, see this guide.
  • Change logo-with-slogan.png to change the logo image used in the HTML report.
  • Change logo.png to change the logo image used in the PDF report.
• Update the PDF extension color scheme in demopdf.tex. light defines the side panel color and dark defines the title and heading font color