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Recurring report builder v1.0.0

Use this resource to build and rerun a recurring numbers report

New

  • 445 downloads
  • 190 likes
  • 164 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install recurring-report-builder

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent turns your description into a spec (metrics, grouping, comparison, period), asks you to confirm it once, then computes the figures from a CSV or XLSX export. It checks the usual traps (partial periods, double counting, totals that do not tie) and delivers a summary with three findings, a workbook and a readable page. The definition is saved so you can rerun the same report without describing it again.

Mostly picked by

Updated November 2, 2026

Preview of a report with metrics, comparisons and three findings

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: the seven steps, from spec to saved definition
  • Summary writing rules: numbers first, every figure with its comparison
  • Sanity checks before delivery
  • Five original reference files (spec, sources, output template), in English

Good fit for

  • You report the same sales or activity numbers every week or month
  • You want to compare periods, locations or products without drowning in spreadsheets
  • You have a CSV or XLSX export but no connected tool

Not for

  • Producing accounting records or official filings
  • Building a live dashboard wired to your tools
  • Analyzing data when you have no export to provide

Tags

  • report
  • metrics
  • xlsx
  • tracking
  • kpi

About

You say

"Build me a weekly report: sales by channel versus last year, from this CSV export."

Preview of a report with metrics, comparisons and three findings

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
A CSV or XLSX export of your sales or activity and The description of the report and how often you want it

How to use it

  1. Describe the report in one sentence and drop in your export
  2. Confirm the spec the agent summarizes
  3. Read the summary, open the workbook, then rerun the same report whenever you want

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • reference/data_sources.md10.1 KB
  • reference/gotchas.md4.1 KB
  • reference/output_template.md3.4 KB
  • reference/report_spec.md3.9 KB
  • reference/saved_reports.md2 KB
  • SKILL.md10.2 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/small-business/skills/report-builder
Licence
Apache-2.0

Notice

Version modifiée de « report-builder » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need to connect my tools (accounting, Shopify, Stripe)?

No. The no-connector mode is built in: provide a CSV or XLSX export and the report is built the same way. The file also cites shared guides from the original plugin (style, connector neutrality) that are not included; without them the agent produces a standard summary and XLSX.

Where is the saved definition kept?

The agent appends it to reference/saved_reports.md or, if the folder is read-only, to a report-definitions.md file in your working folder.