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reports

Generate CRM dashboards by creating .report.json configurations with panels, filters, and chart mappings.

Updated Apr 20, 2026
Search Tags:#charts#dashboard#crm#visualization#data-analytics#report
One-click install
npx skills add https://github.com/aspectrr/denchclaw-workspace --skill reports-aspectrr
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: reports
Source: https://github.com/aspectrr/denchclaw-workspace/tree/main/skills/crm/reports
Command: npx skills add https://github.com/aspectrr/denchclaw-workspace --skill reports-aspectrr

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automate the creation of interactive CRM analytics by generating standardized .report.json files that describe dashboards, panels, and filters, reducing manual configuration and accelerating insight delivery.

Core Features & Use Cases

  • Create JSON-based dashboards that the web UI renders as interactive charts (bar, line, area, pie, donut, radar, scatter, funnel).
  • Define panels with type, data source mapping, and responsive sizes; apply date filters and value aggregations for CRM objects like deals, contacts, and activities.
  • Reuse inline chat reports to surface analytics during conversations and save results as .report.json for sharing with teammates.

Quick Start

Run a workflow to generate a .report.json file in your workspace and define the first panel to visualize a CRM metric.

Frequently Asked Questions about reports

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

FAQPage Schema
How do I generate CRM analytics dashboards from deal and contact data?▼

You can generate CRM analytics dashboards by creating standardized .report.json configurations that map deals, contacts, and activities to interactive charts. The web UI renders these JSON files into visual panels with filters and aggregations.

What chart types can I map when building visualizations for CRM reports?▼

CRM report visualizations support bar, line, area, pie, donut, radar, scatter, and funnel charts. You define these chart mappings within the .report.json file to visualize data from CRM objects like deals and activities.

How do I create a .report.json file to visualize CRM metrics?▼

You create a .report.json file by defining dashboard panels with specified types, data source mappings, and responsive sizes. You also apply date filters and value aggregations to ensure the CRM metrics render correctly in the web UI.

Do I need a specific data view before rendering CRM dashboards?▼

Yes, you need to verify that the v_{object} pivot view exists before rendering your CRM dashboards. The system enforces this requirement along with the JSON schema and valid chart mappings to ensure successful dashboard generation.

Can I share CRM analytics generated during chat conversations?▼

Yes, you can surface CRM analytics inline during chat conversations and save the resulting report configurations as .report.json files. This allows you to share the generated interactive dashboards with your teammates.

What is the best way to automate interactive report creation for CRM data?▼

Automating interactive CRM report creation involves generating standardized .report.json files that describe dashboards, panels, and filters. This reduces manual configuration and accelerates insight delivery for common CRM data scenarios.

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