Reports Skill

Purpose

This skill provides guidelines for creating consistent, high-quality analysis reports for the business. Reports should be actionable, data-driven, and follow a standardized structure.

When to Use

Activate this skill when:

• •Performing data analysis that requires documentation
• •Creating performance reports (email, ads, sales, etc.)
• •Summarizing research findings
• •Generating comparative analysis (top vs. bottom performers)
• •Documenting business insights or recommendations

Report Location

All reports should be saved to: reports/

Naming convention: {topic}-{type}.md

• •Examples: email-creative-analysis.md, q4-sales-summary.md, meta-ads-performance.md

Report Structure

Every report should follow this standard structure:

# [Report Title]

**Analysis Date:** [Date]
**Dataset:** [Description of data analyzed]
**Method:** [Brief methodology]

## Executive Summary

[2-3 paragraph overview of key findings and recommendations]

### Key Findings

1. [Finding 1]
2. [Finding 2]
3. [Finding 3]

## [Section 1: Data/Analysis]

[Detailed analysis with tables, comparisons]

## [Section 2: Insights]

[Patterns, observations, interpretations]

## Recommendations

[Actionable next steps]

## Methodology

[How the analysis was conducted]

### Limitations

[What the analysis doesn't cover]

## Appendix

[Supporting data, full lists, raw outputs]

Best Practices

Data Presentation

1. •Use tables for comparisons
2. •Include specific examples - Don't just state patterns; show concrete examples
3. •Quantify findings - Use numbers, not vague terms like "many" or "some"

Writing Style

1. •Lead with insights - Start with what matters most
2. •Be actionable - Every finding should suggest what to do
3. •Avoid jargon - Write for a general business audience
4. •Use active voice - "Sales increased" not "An increase in sales was observed"

Visual Analysis

When analyzing visual content (emails, ads, creative):

1. •Describe key visual elements: Colors, layout, typography, imagery
2. •Note patterns: What do high performers have in common?
3. •Include screenshots or file references when helpful
4. •Categorize visual styles: Give names to patterns you observe

Report Types

Performance Analysis Report

For analyzing top vs. bottom performers:

## Top Performers Analysis
- Sample campaigns analyzed (table)
- Common characteristics (numbered list)
- Example breakdown

## Bottom Performers Analysis
- Sample campaigns analyzed (table)
- Common characteristics (numbered list)
- Example breakdown

## What Distinguishes Top from Bottom
- Comparison table

Trend Report

For analyzing changes over time:

## Historical Context
- Time period covered
- Key metrics tracked

## Trend Analysis
- Charts/tables showing progression
- Inflection points identified

## Drivers of Change
- What caused the trends

Competitive Analysis

For comparing against competitors or benchmarks:

## Competitive Landscape
- Who was analyzed
- Methodology

## Comparison Matrix
- Feature-by-feature comparison

## Opportunities
- Where you can differentiate

Integration with Other Skills

See AGENTS.md for data source routing (which skill to use for which data type).

Workflow Example

1. •Gather data using appropriate skill (klaviyo, shopify, etc.)
2. •Analyze using Task agents or manual review
3. •Document using this reports skill
4. •Store in reports/ directory
5. •Reference in AGENTS.md or department files if findings are reusable

Templates

See references/templates.md for copy-paste templates.

Existing Reports

See reports/ directory for all generated reports.