Report Generator

Produces recurring and ad-hoc reports by aggregating data from all pillar skills into formatted, audience-appropriate documents. Part of the Communication & Content Production pillar.

This is a data aggregation and formatting skill. It pulls from across the skill suite and structures for specific audiences. The data speaks; humans add narrative, strategic context, and forward-looking commentary.

When to Run

• Scheduled: Weekly CSM reports (Monday morning), monthly manager reports (first business day), quarterly leadership reports (within 5 business days of quarter close)
• On-demand: When a specific report is requested for a non-recurring purpose
• Triggered: When a significant event occurs that warrants an out-of-cycle report (e.g., major churn event, portfolio-level health shift)

Core Execution Logic

Step 1: Determine Report Type and Audience

Step 2: Pull and Aggregate Data by Report Type

CSM Weekly Report data sources:

Manager Monthly Report data sources:

Leadership Quarterly Report data sources:

Step 3: Compute Period-Over-Period Changes

Every report includes trend context, not just current state:

Flag significant changes: any metric that moved >10% period-over-period gets highlighted with a direction indicator and the primary driver.

Step 4: Format for Audience

Formatting principles:

Step 5: Generate Report

{
  "report_id": "rpt-2026-weekly-jane-doe-w11",
  "report_type": "csm_weekly",
  "audience": "Jane Doe (CSM)",
  "period": "Week of 2026-03-10",
  "generated": "2026-03-10T07:00:00Z",
  "portfolio_summary": {
    "total_accounts": 42,
    "health_distribution": { "strong": 12, "healthy": 22, "at_risk": 6, "critical": 2 },
    "vs_last_week": { "strong": "+1", "healthy": "0", "at_risk": "-1", "critical": "0" },
    "avg_health_score": 72,
    "avg_health_trend": "stable"
  },
  "this_week_priorities": {
    "touchpoints_due": 8,
    "overdue_items": 2,
    "commitments_due": 5,
    "qbrs_this_week": 1,
    "renewals_next_30_days": 2
  },
  "risk_queue": [
    {
      "account": "Acme Corp",
      "arr": 85000,
      "health": 58,
      "top_risk": "Champion departed, usage declining",
      "renewal_days": 67,
      "recommended_action": "Engage replacement stakeholder this week"
    }
  ],
  "expansion_signals": [
    {
      "account": "Delta Corp",
      "signal": "Licence utilisation 93% for 30 days",
      "estimated_value": 15000,
      "status": "CSM to assess timing"
    }
  ],
  "engagement_compliance": {
    "touchpoints_expected_last_week": 10,
    "touchpoints_completed": 9,
    "compliance_rate": 0.90,
    "gap_accounts": ["Beta Inc -- 28 days since last touch"]
  },
  "period_highlights": [
    "Acme Corp moved from Watch to At Risk (champion departure)",
    "Gamma Corp completed onboarding ahead of schedule",
    "Delta Corp expansion signal surfaced (licence utilisation ceiling)"
  ]
}

Handoff to Human

Confidence and Limitations

• High confidence for data aggregation and formatting -- pulling and computing from defined sources is deterministic
• High confidence for period-over-period comparisons -- mathematical computation with defined comparison windows
• Medium confidence for report emphasis -- the skill highlights statistically significant changes, but the human may want different emphasis based on strategic priorities or audience expectations
• Low confidence for narrative context. The numbers do not explain themselves. "NRR declined 0.3%" is a fact; "NRR declined because of two unexpected churns in the enterprise segment, both triggered by competitive displacement" is insight. The human provides insight
• Report quality depends entirely on upstream data quality. If cc-crm-updater is not running, if bi-health-score has stale data, or if activity logging is incomplete, the report reflects those gaps. Garbage in, garbage out
• Cannot generate strategic recommendations or forward-looking commentary -- that is the most valuable section of any leadership report, and it requires human judgment
• Cannot assess whether a metric matters to a specific audience at a specific time. Standard report templates include the default metrics, but the CSM or manager may need to adjust emphasis based on what leadership is focused on this quarter

Dependencies

Required:

• All Book Intelligence skills (primary data sources for health, risk, usage, expansion)
• CRM API (account data, contract data, activity data)

Strongly recommended:

• All Lifecycle Orchestration skills (operational metrics for process compliance reporting)
• cm-renewal-forecaster (renewal and NRR projection for pipeline reports)
• ic-escalation-router (escalation metrics for operational reporting)
• ra-engagement-tracker (engagement metrics for CSM and team reports)
• bi-segment-trends (segment analysis for leadership reporting)

Downstream consumers:

• Individual CSMs (weekly portfolio management)
• CS managers (monthly team performance and coaching)
• CS leadership (quarterly strategic planning and resource allocation)
• CRO / CFO (quarterly revenue planning and retention strategy)
• Board reporting (quarterly NRR and strategic metrics)

References

• references/report-templates.md -- Detailed templates for each report type with section definitions and formatting guidelines