Business Report Generator with Templates

Pro v1.0.0 1 view

Generate professional business reports from CSV/Excel data with automated calculations, visualizations, and reusable templates. Regenerate instantly each reporting period.

What You Get

Automate recurring business reports with reusable templates - save 4-8 hours per reporting cycle by eliminating manual data entry, calculations, and formatting.

The Problem

Creating professional business reports each month or quarter takes 4-8 hours per cycle. Manually entering data into templates, writing calculations, designing tables, and creating visualizations is time-consuming and error-prone. Each reporting period requires repeating the same tedious process.

The Solution

This skill transforms raw CSV and Excel data into polished, presentation-ready reports with analysis, visualizations, and actionable insights. Describe what you want once - sections, metrics, comparisons, and visualizations - and Claude generates a professional report while saving the structure as a reusable template. For subsequent periods, upload new data and reference your template ID to regenerate the entire report instantly with all sections and calculations updated automatically.

How It Works

  1. 1 Upload your CSV or Excel file containing the data to analyze (sales, metrics, financial data, performance data)
  2. 2 Describe your report requirements: sections needed, metrics to calculate, comparisons (MoM/YoY), and visualizations desired
  3. 3 Claude analyzes data using Python, performs calculations, creates visualization descriptions, and formats the report professionally
  4. 4 Review the generated report and request adjustments if needed (add/remove sections, change formats)
  5. 5 Save the report structure as a reusable JSON template with a unique ID
  6. 6 For subsequent periods: upload new data, reference template ID, and receive instant regenerated report with updated values

What You'll Need

  • CSV or Excel file with your data (sales, revenue, metrics, performance data)
  • Description of desired report content (first time only)
  • Python with standard libraries for data processing and calculations
  • Optional: Previous period data for month-over-month or year-over-year comparisons

Get This Skill

Requires Pro subscription ($9/month)

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