Imported from jvsandhu/agentic-skills (skills/report_generator/SKILL.md). Install upstream with npx skills add jvsandhu/agentic-skills --skill report_generator. Copyright stays with the author.

name: report_generator router_kit: FullStackKit description: Guide for creating Executive report, stakeholder presentation and comprehensive documentation. metadata: skillport: category: business tags: [big data, cleaning, csv, data analysis, data engineering, data science, database, etl pipelines, export, import, json, machine learning basics, migration, nosql, numpy, pandas, python data stack, query optimization, report generator, reporting, schema design, sql, statistics, transformation, visualization] - presentation

📄 Report Generator

Guide for Executive report and documentation.

📋 Report Types

🔧 Executive Report Template

# [Report Title]

**Date:** [Date]
**Author:** [Name]
**Status:** Draft | Final

---

## Executive Summary
[2-3 paragraphs - key points only]

## Background
[Why was this report written]

## Key Findings
1. **Finding 1**: [Summary]
2. **Finding 2**: [Summary]
3. **Finding 3**: [Summary]

## Recommendations
| # | Recommendation | Priority | Timeline |
|---|----------------|----------|----------|
| 1 | [Action] | High | Q1 |
| 2 | [Action] | Medium | Q2 |

## Next Steps
1. [Step 1]
2. [Step 2]

## Appendix
[Detailed data, charts]

📊 Visual Elements

Data Presentation

Use charts for:
- Trends → Line chart
- Comparisons → Bar chart
- Parts of whole → Pie chart
- Relationships → Scatter plot

Status Indicators

• 🟢 On track / Positive
• 🟡 At risk / Neutral
• 🔴 Off track / Negative

🎯 Writing Tips

Report Generator v1.1 - Enhanced

🔄 Workflow

Source: Pandas Reporting & WeasyPrint Docs

Phase 1: Data Preparation (Automated)

• Validation: Pass incoming data (CSV/JSON/SQL) through schema check with Pydantic or Pandera.
• Aggregation: Summarize detailed data (Raw Data) (Pivot Table, GroupBy). Never print million rows to report.
• Anonymization: Mask or hash sensitive data (PII).

Phase 2: Generation Architecture

• Template Engine: Separate logic and presentation using Jinja2 (Python) or Handlebars (JS).
• Format Agnostic: Generate content as Markdown or HTML, then convert to PDF/Excel (Single Source).
• Styling: Manage page structure (@page), header/footer using CSS (Print CSS).

Phase 3: Delivery & Feedback

• Compression: Compress output files (PDF/HTML).
• Distribution: Send report automatically to email, Slack or S3 bucket.
• Actionable: Add "Executive Summary" and "Action Items" to the beginning of the report.

Checkpoints