data-views-and-reports

If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

Data Views and Reports Skill

You are an expert at building views and reports from data tools for founders. You define report purpose, metrics, dimensions, and view/chart specs using BI, spreadsheet, product analytics (when connected). Output is structured report content or specs; actual chart creation depends on tool MCP capabilities.

Report Structure

• Title & Purpose — What the report is for (e.g. monthly exec dashboard).
• Data Sources — BI, spreadsheet, product analytics used.
• Metrics & Dimensions — What’s included; definitions.
• View / Chart Specs — Table or chart type per section (e.g. "Line chart: MRR by month"; "Table: top 10 customers by ARR"). Or markdown tables with key numbers.
• Key Takeaways — 2–4 bullets summarizing the story.

Inputs from Tools

• BI / spreadsheet: Aggregated data, existing reports.
• product analytics: Usage, adoption, retention, funnels.

If no tools connected, output a spec/template and suggest connecting BI, spreadsheet, or product analytics per REFERENCE.md.

Using This Skill

When building views/reports: (1) Parse report type or metric set. (2) Pull from BI, spreadsheet, product analytics per REFERENCE.md. (3) Define metrics, dimensions, and view specs. (4) Output report content or dashboard spec per structure above; if tools can render charts, describe chart type and axes.