Data Reporter

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name: data-reporter description: "Automated data reporting and dashboard generation. Connect to databases, APIs, spreadsheets. Generate PDF/PPT/Excel reports with charts. Schedule daily/weekly/monthly reports. Send via email, Slack, Teams. Perfect for business intelligence, KPI tracking, financial reporting. Save 20+ hours per month on manual reporting." homepage: https://clawhub.com/skills/data-reporter metadata: openclaw: emoji: "📊" requires: bins: ["openclaw", "curl", "jq"] tags: ["data", "reports", "bi", "automation", "dashboards"]

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Data Reporter Skill

Automate all your reports. Never manually copy-paste again.

When to Use

✅ USE this skill when:

"Generate daily sales report and email it to execs"

"Create weekly KPI dashboard for my team"

"Pull data from 5 sources and combine into single Excel"

"Send monthly financials to board with charts"

"Update Google Data Studio / Looker Studio daily"

"Create PowerPoint deck for client meetings"

"Track metrics and alert on anomalies"

When NOT to Use

❌ DON'T use this skill when:

One-time ad-hoc analysis (use Excel manually)

Deep statistical modeling (needs specialized tools)

Real-time streaming dashboards (different architecture)

💰 ROI: The Report Time Killer

Manual reporting pain:

Daily sales report: 2 hours/day = 40 hours/month → $2,400

Weekly KPI deck: 4 hours/week = 16 hours/month → $960

Monthly financials: 8 hours/month → $480

Total: 64 hours/month = $3,840 wasted on copy-paste

Our cost: $20-60/month Payback: 2 days

Data Sources

Databases

| Database | Status | Notes | |----------|--------|-------| | PostgreSQL | ✅ | Native connection | | MySQL / MariaDB | ✅ | Native | | SQLite | ✅ | Native | | MongoDB | ✅ | Via connection string | | BigQuery | ✅ | Google service account | | Snowflake | ✅ | Key pair auth | | Redshift | ✅ | PostgreSQL compatible | | Microsoft SQL Server | ✅ | | | Oracle | ✅ | | | ClickHouse | ✅ | | | Supabase | ✅ | Postgres wrapper |

APIs & SaaS

| Service | What you can pull | Status | |---------|-------------------|--------| | Google Analytics | Traffic, conversions | ✅ | | Google Search Console | SEO data | ✅ | | HubSpot | CRM, deals, contacts | ✅ | | Salesforce | Opportunities, forecasts | ✅ | | Stripe | Payments, subscriptions | ✅ | | Shopify | Orders, customers, products | ✅ | | WooCommerce | Sales, inventory | ✅ | | Amazon SP-API | Sales, inventory, ads | ✅ | | Meta Ads | Campaign performance | ✅ | | Google Ads | Campaign metrics | ✅ | | LinkedIn Ads | Campaign stats | ✅ | | TikTok Ads | Performance data | ✅ | | Mailchimp | Campaigns, subscribers | ✅ | | SendGrid | Email stats | ✅ | | Intercom | Conversations, users | ✅ | | Zendesk | Tickets, satisfaction | ✅ | | Airtable | Table data | ✅ | | Notion | Database exports | ✅ | | Google Sheets | Direct read/write | ✅ | | Microsoft Excel (Office 365) | Direct access | ✅ | | Generic REST API | Any JSON/CSV | ✅ | | GraphQL | Any schema | ✅ |

Files & Storage

| Source | Format | Status | |--------|--------|--------| | Local files | CSV, Excel, JSON, XML | ✅ | | SFTP / FTP | Pull remote files | ✅ | | Google Drive | Sheets, Docs, CSV | ✅ | | Dropbox | Files, folders | ✅ | | OneDrive | Office files | ✅ | | S3 buckets | Any object storage | ✅ | | Azure Blob | Blob storage | ✅ | | GCS buckets | Cloud storage | ✅ |

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Quick Start: Daily Sales Report

1. Define Your Report

Create sales-report.yaml:

report:
  name: "Daily Sales Dashboard"
  schedule: "0 7 * * *"  # 7 AM daily
  data_sources:
    - name: "Shopify Orders"
      type: "shopify"
      config:
        api_key: "..."
        store: "your-store.myshopify.com"
      query: |
        date >= yesterday()
        status: "fulfilled"
    - name: "Stripe Payments"
      type: "stripe"
      config:
        api_key: "..."
      query: |
        created >= 24h ago
        status: "succeeded"
    - name: "Google Analytics"
      type: "google_analytics"
      config:
        view_id: "123456"
        credentials: "ga-credentials.json"
      metrics:
        - sessions
        - revenue
        - conversion_rate
  transformations:
    - join:
        on: "date, product_sku"
        sources: ["shopify", "stripe", "ga"]
        output: "combined_metrics"
    - calculate:
        formulas:
          gross_revenue: "stripe.amount + shopify.total"
          avg_order_value: "gross_revenue / shopify.order_count"
          margin: "gross_revenue - shopify.cost_of_goods"
  outputs:
    - format: "pdf"
      template: "templates/daily-sales.html"
      email:
        to: ["exec@company.com", "sales@company.com"]
        subject: "Daily Sales Report {{date}}"
        body: "Attached is yesterday's sales performance..."
    - format: "excel"
      file: "reports/daily-sales-{{date}}.xlsx"
      sheets:
        - "Summary" (aggregated metrics)
        - "Orders" (raw data)
        - "Trends" (7-day chart)
    - format: "slack"
      channel: "#sales-reports"
      blocks:
        - header: "📊 Daily Sales {{date}}"
        - metric: "Revenue: ${{gross_revenue}}"
        - metric: "Orders: {{order_count}}"
        - metric: "AOV: ${{avg_order_value}}"
        - chart: "7-day revenue trend"
  alerts:
    - if: "gross_revenue < 10000"
      action: "send_alert"
      to: ["vpsales@company.com"]
      message: "🚨 Sales below threshold: ${{gross_revenue}}"
    - if: "order_count < 50"
      action: "send_alert"
      to: ["ops@company.com"]
      message: "⚠️ Low order volume: {{order_count}}"

2. Run It

# Test with sample data
clawhub workflow test sales-report --date 2026-03-16
Run now
clawhub workflow run sales-report
Schedule it
clawhub workflow schedule sales-report
Check last run
clawhub workflow runs sales-report --limit 1

3. View Output

Check email, Slack channel, or reports/ folder for generated files.

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Report Types

Type 1: Executive Dashboards

For C-suite / board meetings:

exec_dashboard:
  frequency: "weekly (Mon 8 AM)"
  data: ["revenue", "growth_rate", "cash_balance", "headcount", "churn"]
  format: ["pdf", "powerpoint"]
  style: "corporate_template.pptx"
  distribution: ["board@company.com", "investors@company.com"]

Type 2: Operational Reports

For daily team syncs:

ops_report:
  frequency: "daily (7 AM)"
  data: ["orders", "fulfillment_rate", "support_tickets", "inventory"]
  format: ["slack", "email", "google_sheets"]
  distribution: ["team@company.com", "#ops"]

Type 3: Marketing Performance

Campaign tracking:

marketing_report:
  frequency: "weekly (Tue 9 AM)"
  data_sources:
    - google_ads
    - meta_ads
    - linkedin_ads
    - google_analytics
  metrics:
    - spend, impressions, clicks, conversions, cpc, cpa, roas
  visualizations:
    - "Spend vs. conversions (campaign breakdown)"
    - "ROAS by channel"
    - "Conversion funnel"
  format: ["google_slides", "email"]

Type 4: Financial Statements

Monthly close:

financials:
  frequency: "monthly (3rd business day)"
  data_sources:
    - quickbooks
    - stripe
    - bank_accounts
  outputs:
    - income_statement
    - balance_sheet
    - cash_flow
    - kpi_dashboard
  format: "excel (book with formulas)"
  security: "encrypt with password"

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Advanced Features

Dynamic Date Ranges

date_range:
  relative: "last_7_days"  # last_week, month_to_date, quarter_to_date
  or:
    start: "2025-01-01"
    end: "2025-03-31"
  auto_adjust:
    weekdays_only: true  # Skip weekends for B2B
    business_days: true

Multi-Tenant Reports

White-label for agencies:

client_report:
  client: "Acme Corp"
  branding:
    logo: "clients/acme/logo.png"
    colors: ["#003366", "#FF6600"]
    footer: "Confidential - Acme Corp"
  data_sources:
    - type: "google_analytics"
      view: "Acme Website"
    - type: "shopify"
      store: "acme.myshopify.com"
  delivery:
    email:
      to: "marketing@acme.com"
      from: "reports@youragency.com"
    cc: "account-manager@youragency.com"

Real-Time Dashboards

Live metrics (refreshes hourly):

live_dashboard:
  refresh_interval: "1h"
  visualizations:
    - metric_cards: ["revenue_today", "orders_today", "visitors_now"]
    - line_chart: "revenue_last_24h (15-min intervals)"
    - bar_chart: "top_products_today"
  publish_to:
    - google_sheets: "Live Dashboard"
    - public_url: "https://yourdomain.com/dashboard/abc123"

Alerting on Anomalies

anomaly_detection:
  metrics: ["daily_revenue", "new_users", "conversion_rate"]
  algorithm: "statistical (3-sigma)"  # or "ML", "moving_average"
  lookback_period: "30 days"
  sensitivity: "medium"
  when_anomaly:
    - slack_alert: "#data-alerts"
    - email: "data-team@company.com"
    - create_ticket: "jira"  # Auto-create investigation task
  include:
    - current_value
    - expected_range
    - historical_context
    - suggested_investigation_steps

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Template Library

Monthly Revenue Report

templates/monthly-revenue.yaml:

P&L by product line

CAC/LTV calculations

Cohort analysis

Full Excel export with formulas

Weekly Marketing Report

templates/weekly-marketing.yaml:

Channel performance table

Funnel visualization

Creative performance

Budget vs. actual

Daily Operations

templates/daily-ops.yaml:

Production metrics

Quality control

Inventory levels

Staffing needs

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Integrations

BI Tools

Export to any dashboard tool:

export:
  google_data_studio:
    dataset: "company_metrics"
    refresh: "every 6 hours"
  tableau:
    extract: "hyper file"
    publish_to: "tableau_server/site"

Notification Channels

| Channel | Use Case | Setup | |---------|----------|-------| | Email | Exec reports | SMTP or Gmail | | Slack | Team alerts | Webhook | | Microsoft Teams | Enterprise | Incoming webhook | | Discord | Community | Webhook | | Telegram | Mobile alerts | Bot token | | SMS / Twilio | Urgent alerts | Account SID | | PagerDuty | Critical issues | REST API | | Webhook | Custom systems | POST JSON |

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Pricing Strategy

Tiers

Free (lead gen):

3 reports max

1 data source per report

Email delivery only

Community support

Pro ($29/mo):

50 reports

10 data sources/report

All output formats

14-day data retention

Email support

→ Target: small businesses, startups

Business ($99/mo):

Unlimited reports

Unlimited sources

Real-time dashboards

White-label PDFs

Alerting

Priority support

→ Target: mid-market, agencies

Enterprise ($499+/mo):

Custom connectors

Audit logs / SOC2

SSO / SAML

Dedicated engineer

SLA guarantees

→ Target: Fortune 1000

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Competitive Edge

| Competitor | Price | Limits | Our Advantage | |------------|-------|--------|---------------| | Google Data Studio | Free | None, but manual | Automation | | Tableau | $70+/user/mo | Complex | Simple, cheaper | | Power BI | $10+/user/mo | Manual refresh | Fully automated | | Stitch + Looker | $500+/mo | Pipe + viz separate | All-in-one | | Custom dev agency | $10k+ project | One-off | Recurring, self-serve |

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Next Steps

1. ✅ Build skill skeleton 2. [ ] Add more data connectors (user requests) 3. [ ] Create template gallery (gallery/) 4. [ ] Build landing page with ROI calculator 5. [ ] Offer 30-day trial (credit card not required) 6. [ ] Beta program (10 companies free for 3 months) 7. [ ] Launch on ClawHub 8. [ ] Collect case studies → social proof

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_Data reporting, automated. Spend time on insights, not formatting._ 📈