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reports

Generate JSON-based CRM report configurations with SQL and v_object pivot views.

1|1|Updated Mar 31, 2026
Search Tags:#analytics#charts#validation#dashboard#crm#report#pivot
One-click install
npx skills add https://github.com/putrawitama/DenchClaw --skill reports-putrawitama
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: reports
Source: https://github.com/putrawitama/DenchClaw/tree/main/skills/crm/reports
Command: npx skills add https://github.com/putrawitama/DenchClaw --skill reports-putrawitama

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

CRM teams need a reliable way to convert data from the workspace into readable, shareable analytics without building charts from scratch. This skill standardizes the creation of structured, interactive reports (.report.json) that render in the UI, enabling faster decision-making and reproducible analytics.

Core Features & Use Cases

  • Report files: .report.json define dashboards that the web UI renders as charts.
  • Chart types: bar, line, area, pie, donut, radar, scatter, funnel.
  • Panel and filter configurations: size, filters and mapping for charts, plus SQL references to v_object views.
  • Inline chat reports: generate ad-hoc analytics in chat and pin as .report.json for later use.
  • Post-report checklist: validation steps to ensure the report is ready for saving and execution.

Quick Start

Ask the AI to generate a sample .report.json in your workspace and tailor panels to your CRM data.

Frequently Asked Questions about reports

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

FAQPage Schema
How do I generate interactive CRM dashboards from workspace data?▼

This Skill generates a .report.json configuration file defining panels, filters, and SELECT-only SQL queries referencing v_object pivot views, which the web UI renders as interactive charts.

What chart types can I use when building CRM analytics reports?▼

You can configure bar, line, area, pie, donut, radar, scatter, and funnel charts within the .report.json panel definitions to render CRM analytics visually.

Can I use custom SQL queries to filter CRM pivot view data in my reports?▼

Yes, you can use custom SQL to map and filter CRM data, but the system enforces SELECT-only queries and proper field quoting against v_object pivot views to maintain security.

How do I validate a CRM report configuration before saving it?▼

You validate the report configuration by running a post-report checklist that verifies the v_object pivot view, checks SELECT-only SQL statements, and confirms proper field quoting before saving the .report.json file.

Does the reports Skill work for generating ad-hoc analytics in chat?▼

Yes, you can generate ad-hoc analytics directly in chat and pin the output as a .report.json file in your workspace, enabling reproducible CRM analytics without building charts from scratch.

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