Report Generator

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name: report-generator description: Generate professional data reports (HTML/PDF-ready) with KPI summaries, charts, tables, executive insights, and recommendations from CSV, Excel, or JSON data. Use when asked to create dashboards, monthly/weekly KPI reports, sales/performance summaries, executive briefs, or analytical reports with visualizations.

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Report Generator

Overview

Create clean, decision-ready reports from structured data files or user-described datasets. Prioritize business readability: clear KPIs, trend visuals, concise narrative insights, and practical recommendations.

Workflow

1. Validate input data source (CSV/XLSX/JSON or user-provided schema description). 2. Identify report goal and audience (executive summary vs operational detail). 3. Compute KPIs and trends relevant to the goal. 4. Generate visuals (bar + line at minimum; add breakdown charts as needed). 5. Produce formatted report sections in this order: - Executive summary - KPI dashboard - Detailed analysis - Charts/tables - Recommendations 6. Sanity-check numbers and narrative consistency before returning deliverable.

Report Blueprint

Use this canonical structure unless user asks otherwise:

report = {
    "title": "Monthly Sales Report",
    "period": "January 2024",
    "sections": [
        "executive_summary",
        "kpi_dashboard",
        "detailed_analysis",
        "charts",
        "recommendations",
    ],
}

KPI Defaults

Use these by default when fields exist; adapt names via user mapping when needed:

Revenue total / average

Order count and average order value

Growth rate (period-over-period)

Top category/product/customer by contribution

Trend direction (up/down/flat)

Output Rules

Keep narrative concise and business-facing.

Highlight 3-5 key findings max in executive summary.

Flag missing/dirty data explicitly.

Never claim causality without supporting data.

Implementation Resources

Use scripts/generate_report.py for deterministic report generation.

Use references/report-templates.md for section templates and phrasing patterns.

Use references/chart-guidelines.md for chart selection and formatting standards.