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Jeri - Loyalty Report Generator

Generate branded loyalty program PDF reports from Metabase SQL queries.

Updated Feb 18, 2026
Search Tags:#pdf#analytics#generate#report#metabase#loyalty#jericommerce
One-click install
npx skills add https://github.com/JeriCommerce/claude-plugins --skill jeri-loyalty-report-generator
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Jeri - Loyalty Report Generator
Source: https://github.com/JeriCommerce/claude-plugins/tree/main/plugins/loyalty-specialist/skills/loyalty-report-generator
Command: npx skills add https://github.com/JeriCommerce/claude-plugins --skill jeri-loyalty-report-generator

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill removes the manual, error-prone process of collecting loyalty program metrics, running ad-hoc SQL queries, and designing a branded PDF report by automating data collection, analysis, and formatted report generation for JeriCommerce programs.

Core Features & Use Cases

  • Metabase-powered data collection: Executes ordered SQL queries via the Metabase connector to retrieve membership, passes, transactions, campaigns, events, web visits, engagement flows, tiers, balances, and rewards.
  • Integration-aware reporting: Detects whether loyalty and rewards are managed by JeriCommerce or an external provider and conditionally includes full or reduced report sections.
  • Branded PDF output & analyst narrative: Applies heuristics and a visual design system to produce a ReportLab-formatted PDF with executive summary, KPIs, tables, recommendations, and footnotes.
  • Use Case: Run a complete program performance audit for a given program UUID/slug to produce a downloadable, client-ready loyalty performance report.

Quick Start

Generate a full PDF loyalty report for the program "Old Jeffrey" by providing its slug or UUID and requesting the skill to run the Metabase queries and assemble the branded report.

Frequently Asked Questions about Jeri - Loyalty Report Generator

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

FAQPage Schema
How do I automate loyalty program performance reporting with Metabase data?▼

Loyalty program performance reporting is automated by running ordered SQL queries through a Metabase connector to collect membership, transaction, and rewards data, compiling the results into a branded PDF performance report.

How do I generate a PDF report for my JeriCommerce loyalty program?▼

To generate a loyalty PDF report, provide your JeriCommerce program slug or UUID, and the skill queries membership, passes, transactions, campaigns, and engagement data via Metabase to assemble a branded ReportLab-formatted PDF document.

Do I need a direct database connection to extract loyalty metrics for reporting?▼

A direct database connection is not needed for loyalty reporting; all SQL queries must execute through the enabled Metabase connector extension, which retrieves the loyalty data and prevents direct database access.

Can I include rewards and tier data in my loyalty report if managed by an external provider?▼

Loyalty reports include rewards and tier data conditionally based on integration detection; if loyalty and rewards are managed externally rather than by JeriCommerce, the skill applies heuristics to produce reduced report sections.

What data points are included in a comprehensive loyalty program performance audit?▼

A comprehensive loyalty program performance audit includes membership, passes, transactions, campaigns, events, web visits, engagement flows, tiers, balances, and rewards data compiled with narratives and recommendations.

What format and naming convention does the generated loyalty report use?▼

The generated loyalty report uses a ReportLab-formatted PDF named with the pattern {program_name}_loyalty_report_{YYYY-MM-DD}, containing an executive summary, KPIs, tables, recommendations, and footnotes.

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