report-automation

Automate enterprise report scheduling, rendering, distribution, and monitoring.

1|Updated Nov 18, 2025
One-click install
npx skills add https://github.com/pluginagentmarketplace/custom-plugin-bi-analyst --skill report-automation
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: report-automation
Source: https://github.com/pluginagentmarketplace/custom-plugin-bi-analyst/tree/main/skills/report-automation
Command: npx skills add https://github.com/pluginagentmarketplace/custom-plugin-bi-analyst --skill report-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pyyaml, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

Manual, error-prone enterprise reporting processes waste time and delay insights.

Core Features & Use Cases

  • Scheduling & orchestration: Configure cron-based triggers to refresh data, render reports, and distribute results.
  • Template-driven rendering & formats: Produce PDFs, HTML, or other formats using standardized templates and branding.
  • Governance, archiving & monitoring: Enforce data governance, archive outputs, and monitor delivery success and SLAs.

Quick Start

Configure a daily sales report that schedules data refresh, renders the output with a template, and distributes it to the recipients.

Frequently Asked Questions about report-automation

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

FAQPage Schema
How do I automate enterprise reporting end-to-end including scheduling and distribution?

Enterprise reporting automation orchestrates scheduling, data refresh, rendering, distribution, and monitoring through configurable cron-based triggers. You define frequency, recipients, and governance rules in a YAML configuration to produce PDFs or HTML outputs automatically.

What is the best way to schedule recurring data refresh and report rendering?

Scheduling recurring data refresh and report rendering uses cron-based triggers configured within a YAML frontmatter. This mechanism automates the end-to-end orchestration sequence, applying standardized templates to generate reports at your specified frequency.

Can I enforce data governance and archiving rules for automated report distribution?

Yes, automated report distribution enforces data governance and archiving rules directly within the orchestration workflow. It monitors delivery success, enforces SLAs, and archives rendered outputs alongside configurable recipient lists.

Does report automation work with YAML configuration for finance and sales operations?

Report automation works with YAML configuration across finance, sales, and operations domains. The YAML frontmatter defines the skill name and description, while optional assets, scripts, and references support execution and validation for recurring reports.

How do I render standardized branded reports in multiple formats automatically?

Rendering standardized branded reports automatically applies template-driven formatting to produce PDFs, HTML, or other specified formats. The templates maintain consistent branding while the orchestration engine handles the rendering sequence during scheduled execution.

Do I need pyyaml to configure cron-based triggers for report orchestration?

Yes, pyyaml is required to parse the YAML frontmatter that defines the report orchestration configuration. This dependency enables the system to read the scheduling, governance, and distribution rules needed for automated execution.