# Quarterly Report

> Build the quarterly revenue report from an exported ledger CSV, including the segment breakdown and the year-over-year comparison. Use when someone asks for the quarterly numbers or a board-ready revenue summary.

- Skill: `stbenjam/quarterly-report` (Agent Skill, multi-file: 13 files)
- Install (CLI): `npx skillmds@latest add stbenjam/quarterly-report`
- Raw SKILL.md: https://api.skillmd.com/api/skills/stbenjam/quarterly-report/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: stbenjam (https://skillmd.com/u/stbenjam)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/stbenjam/quarterly-report

---


# Quarterly Report

Export the ledger for the quarter, then build the report:

```bash
python scripts/build_report.py ledger-2026-q1.csv --out report.md
```

## Checking the output

The script prints the totals it computed before writing the file. Compare
them against the ledger's own footer row; a mismatch means the export was
truncated, and the report is not usable.

Pass `--segments` to add the per-segment breakdown, which the board deck
expects but the monthly review does not.