Client Report Generator

Client Report Generator

Generate polished, client-ready reports from raw data. Feed it CSV, JSON, analytics exports, or plain text metrics — get back a professional report formatted for delivery.

Workflow

1. Ingest Data

Determine input type and extract data:

• CSV/TSV file → Read and parse into structured data
• JSON file/API response → Parse and extract key metrics
• Pasted text/numbers → Parse inline data
• URL (dashboard/analytics) → Use web_fetch to extract visible data
• Multiple sources → Combine into unified dataset

Run scripts/parse_data.py to normalize any structured input:

python3 scripts/parse_data.py <input-file> [--format csv|json|auto]

Output: normalized JSON with detected metrics, dimensions, and time ranges.

2. Analyze & Summarize

Before generating the report, analyze the data:

1. Key metrics — Identify top-line numbers (revenue, growth, conversions, etc.)
2. Trends — Period-over-period changes (up/down/flat + percentage)
3. Highlights — Best-performing items, records, milestones
4. Concerns — Underperforming areas, declining trends, anomalies
5. Context — Infer reporting period, industry, and audience from data

3. Select Report Template

Choose based on user request or data type. See references/report-templates.md for detailed templates.

4. Generate Report

Structure every report with:

# [Report Title]
**Period:** [date range]  |  **Prepared for:** [client name]  |  **Date:** [today]

## Executive Summary
[2-3 sentences: what happened, key takeaway, recommendation]

## Key Metrics
| Metric | Current | Previous | Change |
|--------|---------|----------|--------|
| ...    | ...     | ...      | +X%    |

## [Detailed Sections — template-specific]

## Highlights & Wins
- ...

## Areas for Improvement
- ...

## Recommendations & Next Steps
1. ...

5. Format Output

Default output: Markdown (clean, portable, renders in most tools)

Other formats on request:

• HTML → Run scripts/report_to_html.py for styled HTML with inline CSS
• Plain text → Stripped formatting for email body
• Structured data → JSON summary of all metrics and analysis

python3 scripts/report_to_html.py <report.md> [--template default|minimal|branded]

Customization Options

Users can specify:

• Client name — appears in header and throughout
• Reporting period — "last week", "March 2026", "Q1 2026"
• Tone — professional (default), friendly, executive-brief
• Sections — include/exclude specific sections
• Branding — company name, colors (for HTML output)
• Comparison — vs previous period, vs target/goal, vs benchmark
• Charts — include ASCII/text charts for key metrics (when data supports it)
• Language — generate in specified language

Data Handling

• Automatically detect metric types (currency, percentages, counts, rates)
• Format numbers appropriately (commas, decimal places, currency symbols)
• Calculate period-over-period changes when historical data is available
• Flag statistical anomalies or significant changes (>20% swings)
• Round appropriately for audience (executives get rounded numbers, analysts get precision)

Tips

• For executive audiences: lead with the bottom line, keep it to 1 page equivalent
• For marketing reports: emphasize ROI and conversion metrics
• For project status: focus on timeline, blockers, and deliverables
• When data is incomplete: note gaps clearly, don't fabricate numbers
• Include "So what?" after every metric — explain why the number matters