playbooks

home / skills / jeremylongshore / claude-code-plugins-plus-skills / report-template-generator

report-template-generator skill

/skills/12-data-analytics/report-template-generator

This skill helps generate production-ready report templates and configurations for data analytics workflows, validating outputs and guiding best practices.

npx playbooks add skill jeremylongshore/claude-code-plugins-plus-skills --skill report-template-generator

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
2.2 KB
---
name: "report-template-generator"
description: |
  Generate report template generator operations. Auto-activating skill for Data Analytics.
  Triggers on: report template generator, report template generator
  Part of the Data Analytics skill category. Use when working with report template generator functionality. Trigger with phrases like "report template generator", "report generator", "report".
allowed-tools: "Read, Write, Edit, Bash(cmd:*), Grep"
version: 1.0.0
license: MIT
author: "Jeremy Longshore <[email protected]>"
---

# Report Template Generator

## Overview

This skill provides automated assistance for report template generator tasks within the Data Analytics domain.

## When to Use

This skill activates automatically when you:
- Mention "report template generator" in your request
- Ask about report template generator patterns or best practices
- Need help with data analytics skills covering sql queries, data visualization, statistical analysis, and business intelligence.

## Instructions

1. Provides step-by-step guidance for report template generator
2. Follows industry best practices and patterns
3. Generates production-ready code and configurations
4. Validates outputs against common standards

## Examples

**Example: Basic Usage**
Request: "Help me with report template generator"
Result: Provides step-by-step guidance and generates appropriate configurations


## Prerequisites

- Relevant development environment configured
- Access to necessary tools and services
- Basic understanding of data analytics concepts


## Output

- Generated configurations and code
- Best practice recommendations
- Validation results


## Error Handling

| Error | Cause | Solution |
|-------|-------|----------|
| Configuration invalid | Missing required fields | Check documentation for required parameters |
| Tool not found | Dependency not installed | Install required tools per prerequisites |
| Permission denied | Insufficient access | Verify credentials and permissions |


## Resources

- Official documentation for related tools
- Best practices guides
- Community examples and tutorials

## Related Skills

Part of the **Data Analytics** skill category.
Tags: sql, analytics, visualization, statistics, bi

Overview

This skill automates creation of reusable report templates for data analytics workflows. It produces production-ready configurations, code snippets, and step-by-step guidance to standardize reporting across SQL, visualization, and BI tools. Use it to speed up template design, enforce best practices, and validate outputs before deployment.

How this skill works

The skill inspects the reporting goals you describe (metrics, dimensions, refresh cadence, and audience) and maps them to template patterns. It generates SQL queries, visualization specs, dashboard layouts, and configuration files, then runs validation checks against common standards and expected schema. Outputs include ready-to-deploy artifacts and actionable validation notes.

When to use it

  • Creating a new standardized report or dashboard from scratch
  • Converting ad-hoc analysis into a repeatable template
  • Enforcing reporting conventions across teams or projects
  • Generating SQL, visualization specs, or BI config files automatically
  • Validating report configurations before production deployment

Best practices

  • Define clear metrics, dimensions, and ownership before generating templates
  • Use parameterized queries and modular visual components for reuse
  • Include data quality and schema validation as part of the template
  • Document refresh cadence, access controls, and performance considerations
  • Iterate on templates with sample datasets to catch edge cases early

Example use cases

  • Generate a monthly sales performance dashboard template with parameterized date range and regional filters
  • Convert a one-off SQL analysis into a reusable report template with scheduled refresh settings
  • Create standardized KPI tiles for executive dashboards with consistent formatting and thresholds
  • Produce BI tool configuration files (charts, filters, data sources) that teams can import
  • Validate a report template to ensure required fields and permissions are present before deployment

FAQ

What inputs do I need to provide?

Provide the key metrics, dimensions, refresh cadence, target audience, data source details, and any visualization preferences.

Does the skill produce runnable code?

Yes. It generates SQL, visualization specs, and config files intended to be production-ready, plus validation notes and suggested adjustments.