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reporting skill

/skills/reporting

This skill automates reporting and BI delivery, generating insights, executive summaries, dashboards, and templates to streamline scheduled distribution.

npx playbooks add skill pluginagentmarketplace/custom-plugin-data-analyst --skill reporting

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

Files (6)
SKILL.md
1.6 KB
---
name: reporting
description: Automated reporting and business intelligence delivery
version: "2.0.0"
sasmp_version: "2.0.0"
bonded_agent: 08-data-storytelling
bond_type: PRIMARY_BOND

# Skill Configuration
config:
  atomic: true
  retry_enabled: true
  max_retries: 3
  backoff_strategy: exponential

# Parameter Validation
parameters:
  report_type:
    type: string
    required: true
    enum: [executive, operational, analytical, ad_hoc]
    default: operational
  delivery_method:
    type: string
    required: false
    enum: [email, dashboard, pdf, presentation]
    default: dashboard

# Observability
observability:
  logging_level: info
  metrics: [report_views, delivery_success, engagement_rate]
---

# Reporting Skill

## Overview
Master automated reporting and business intelligence delivery for effective communication.

## Topics Covered
- Automated report generation
- Scheduled report delivery
- KPI dashboards and metrics
- Executive summary writing
- Report templates and standards

## Learning Outcomes
- Build automated reports
- Create executive summaries
- Design KPI dashboards
- Deliver insights effectively

## Error Handling

| Error Type | Cause | Recovery |
|------------|-------|----------|
| Delivery failed | Email/system error | Retry with backup method |
| Data stale | Refresh failed | Show last refresh timestamp |
| Format broken | Template issue | Validate template before send |
| Access denied | Permission error | Verify distribution list access |

## Related Skills
- visualization (for dashboard design)
- career (for executive communication)
- business-intelligence (for enterprise platforms)

Overview

This skill automates reporting and business intelligence delivery to streamline insights across teams. It covers report generation, scheduled distribution, KPI dashboards, and executive summaries. The goal is to reduce manual work and ensure stakeholders receive timely, consistent metrics and narratives.

How this skill works

The skill inspects data sources, applies templates, and generates formatted reports or dashboard exports on a schedule or on demand. It validates templates, embeds last-refresh metadata, and attempts delivery via configured channels with retry paths for failures. When issues occur, it surfaces actionable errors such as access or formatting problems and suggests recovery steps.

When to use it

  • Regular distribution of weekly, monthly, or quarterly performance reports
  • Automating KPI dashboards for product, marketing, or finance teams
  • Generating executive summaries for leadership meetings
  • Delivering scheduled CSV/Excel extracts to downstream systems or partners
  • Ensuring consistent report formatting and versioning across teams

Best practices

  • Standardize templates and include a visible last-refresh timestamp in every report
  • Define clear ownership and distribution lists to prevent access errors
  • Test report generation and delivery with a staging schedule before production
  • Include an executive summary section that highlights trends, drivers, and recommended actions
  • Implement monitoring and retry logic for delivery failures and stale data

Example use cases

  • Automate a monthly sales performance pack with charts, regional KPIs, and commentary
  • Deliver daily product usage metrics to engineering and customer success teams
  • Produce a weekly executive brief that summarizes growth, churn, and action items
  • Export nightly data extracts to finance for reconciliation and forecasting
  • Generate ad-hoc cohort analyses for stakeholder requests with reusable templates

FAQ

What happens if report delivery fails?

The skill retries delivery with a configured backup method and logs the failure for review; notify the distribution owner if retries fail.

How does it handle stale or missing data?

Reports include a last-refresh timestamp and will surface a data-stale warning; workflows can be configured to halt delivery until refresh succeeds.

Can templates be validated before sending?

Yes. Template validation runs as part of the generation step to catch formatting issues and prevent broken outputs.