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    Client Reporting Pack Generator

    by Roy Yuen

    Transform raw KPI data into executive-ready client reports with automated summaries and strategic recommendations.

    Updated Jul 2026
    157 views
    Security scanned

    $5

    · or 25 credits

    30-day refund guarantee

    Secure checkout via Stripe

    Included in download

    • Convert raw CSV/JSON exports into formatted Markdown executive summaries
    • Generate machine-readable JSON reports for internal dashboard ingestion
    • terminal automation included
    • Includes example output and usage patterns
    • Instant install

    See it in action

    You say

    Generate a March 2026 report for Smith & Co Plumbing using sample_metrics.csv. Goals are to increase qualified leads and reduce CPL. Output to report.md.

    Your agent does

    Report: Smith & Co Plumbing (2026-03)

    Executive Summary

    Qualified leads increased by 15% WoW, while CPL dropped to $12.40.

    Wins

    • Efficient scaling of search campaigns.

    Recommendations

    • Reallocate budget from underperforming display ads to high-intent search terms.

    About This Skill

    What it does

    This skill automates the transformation of raw KPI data (CSV or JSON) into professional, executive-ready client reporting packs. It analyzes metrics to generate high-level summaries, identifies wins and losses, detects anomalies, and provides strategic next-step recommendations.

    Why use this skill

    Manual reporting is time-consuming and prone to human oversight. This skill goes beyond basic data visualization by applying analytical guardrails that ensure recommendations are tied directly to metric movements. It eliminates "hallucinated" data by strictly adhering to provided files and explicitly flagging missing baselines instead of guessing.

    Supported tools

    • Works with any CSV or JSON metrics export.
    • Output formats include Markdown for human readability and JSON for programmatic integration.
    • Lightweight Python implementation with no external dependencies.

    The Output

    The result is a structured report featuring a high-level executive summary, a breakdown of performance against specific client goals, and actionable insights based on the reporting period's data trends.

    Use Cases

    • Convert raw CSV/JSON exports into formatted Markdown executive summaries
    • Automate anomaly detection and performance analysis for agency clients
    • Generate machine-readable JSON reports for internal dashboard ingestion
    • Create goal-oriented recommendations based on period-over-period trends

    How to install

    Drop the file into your AI tool. Works with Claude, Cursor, ChatGPT, and 20+ more.

    Reviews

    No reviews yet - be the first to share your experience.

    Only users who have downloaded or purchased this skill can leave a review.

    Security Scanned

    Passed automated security review

    Permissions

    Terminal / Shell

    Allowed Hosts

    example.com
    competitor-one.example
    www.example.com
    competitor-one.example,https

    File Scopes

    competitor-content-gap-analyzer-upload/**

    Tags

    agencies
    business-intelligence
    data-analysis
    markdown
    reporting

    Compatible with SKILL.md-compatible agents

    Creator

    Roy Yuen

    Frequently Asked Questions

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