Report Builder

What it does

The Report Builder skill automates the creation of professional business reports, incorporating data analysis, visualizations, executive summaries, and formatted sections. It integrates data from multiple sources to produce clear and actionable reports in various types like financial reports, project status updates, or performance reviews. The skill can export these reports as PDF, Word, or HTML files, including charts, tables, trend analysis, and key insights.

When to use it

• Generating recurring business reports (e.g., weekly sales summaries).
• Creating automated dashboards for tracking key metrics.
• Documenting data-driven decision-making processes.
• Producing executive summaries with recommendations and action items.
• Preparing project status updates for stakeholders.

Key capabilities

• Data integration from multiple sources.
• Calculation of Key Performance Indicators (KPIs).
• Generation of executive summaries.
• Creation of data visualizations including charts and graphs.
• Formatting reports with professional layouts, branding, and PDF export.

Example prompts

• "Generate an executive report for Q3 2024, pulling data from sales records and marketing campaign results."
• "Create a project status update report highlighting key milestones achieved and risks identified."
• "Build a financial performance review report with charts showing revenue trends over the past year."

Tips & gotchas

• The skill requires access to data sources for analysis.
• Report generation is currently implemented using pdfkit and chartjs-node-canvas.
• Ensure that the provided reportData object contains all necessary information, including title, subtitle, period, logo (optional), executive summary, and KPIs.