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wangzeping114
wangzeping114COMMUNITY
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epic-9-reports

Generate revenue, dividend, and investor summary reports with Excel/CSV exports.

Updated Apr 26, 2026
Search Tags:#investment#dashboard#reporting#excel#financial#data-analytics#echarts
One-click install
npx skills add https://github.com/wangzeping114/shareflow --skill epic-9-reports
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: epic-9-reports
Source: https://github.com/wangzeping114/shareflow/tree/main/.claude/skills/epic-9-reports
Command: npx skills add https://github.com/wangzeping114/shareflow --skill epic-9-reports

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the generation and export of Epic 9 revenue, dividend, and investor summary reports, reducing manual data compilation and export effort for admin teams.

Core Features & Use Cases

  • Automatic creation of revenue, dividend, and investor summary reports from consolidated data sources.
  • Visual dashboards and charts (ECharts) for revenue by month and by platform, plus export-ready Excel/CSV files.
  • Use Case: An admin needs a monthly investor report and a project performance summary with downloadable Excel exports.

Quick Start

Create the Epic 9 reporting workflow and run the revenue reporting process to generate and export the latest reports.

Frequently Asked Questions about epic-9-reports

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate revenue and dividend reporting with Excel exports?▼

Automate revenue and dividend reporting by generating periodic financial summaries from consolidated data sources and exporting the results directly to Excel or CSV files. This workflow eliminates manual data compilation for admin teams.

Can I visualize revenue data on a dashboard before exporting to Excel?▼

Yes, you can visualize revenue data on a dashboard using ECharts to display revenue by month and by platform. The frontend views provide interactive charts alongside export-ready Excel and CSV files.

Does the financial reporting workflow support role-based access control?▼

Yes, the financial reporting workflow supports role-based access control using report.read permissions. This ensures only authorized personnel can retrieve investor summary reports and execute backend retrieval services.

What is the best way to generate monthly investor summary reports?▼

The best way to generate monthly investor summary reports is to run the automated reporting process, which retrieves consolidated financial data through backend services and outputs downloadable Excel exports for admin dashboards.

How do I export investor summary data to a CSV file?▼

Export investor summary data to a CSV file by utilizing the backend report retrieval services. The system automatically compiles the financial summaries and generates an export-ready CSV file for download.

What backend services are needed for financial report retrieval and export?▼

Financial report retrieval and export require IReportService methods within the backend services. These methods handle the automated data compilation and trigger the Excel or CSV file generation process.

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