#spreadsheets #business #email #financial

Data Reporter

Automated data reporting and dashboard generation. Connect to databases, APIs, spreadsheets. Generate PDF/PPT/Excel reports with charts. Schedule daily/weekly/monthly reports. Send via email, Slack, Teams. Perfect for business intelligence, KPI tracking, financial reporting. Save 20+ hours per month on manual reporting.

Fuhaolin@fuczy

Install

openclaw skills install @fuczy/clawd-data-reporter

Data Reporter Skill

Automate all your reports. Never manually copy-paste again.

When to Use

✅ USE this skill when:

"Generate daily sales report and email it to execs"
"Create weekly KPI dashboard for my team"
"Pull data from 5 sources and combine into single Excel"
"Send monthly financials to board with charts"
"Update Google Data Studio / Looker Studio daily"
"Create PowerPoint deck for client meetings"
"Track metrics and alert on anomalies"

When NOT to Use

❌ DON'T use this skill when:

One-time ad-hoc analysis (use Excel manually)
Deep statistical modeling (needs specialized tools)
Real-time streaming dashboards (different architecture)

💰 ROI: The Report Time Killer

Manual reporting pain:

Daily sales report: 2 hours/day = 40 hours/month → $2,400
Weekly KPI deck: 4 hours/week = 16 hours/month → $960
Monthly financials: 8 hours/month → $480
Total: 64 hours/month = $3,840 wasted on copy-paste

Our cost: $20-60/month Payback: 2 days

Data Sources

Databases

Database	Status	Notes
PostgreSQL	✅	Native connection
MySQL / MariaDB	✅	Native
SQLite	✅	Native
MongoDB	✅	Via connection string
BigQuery	✅	Google service account
Snowflake	✅	Key pair auth
Redshift	✅	PostgreSQL compatible
Microsoft SQL Server	✅
Oracle	✅
ClickHouse	✅
Supabase	✅	Postgres wrapper

APIs & SaaS

Service	What you can pull	Status
Google Analytics	Traffic, conversions	✅
Google Search Console	SEO data	✅
HubSpot	CRM, deals, contacts	✅
Salesforce	Opportunities, forecasts	✅
Stripe	Payments, subscriptions	✅
Shopify	Orders, customers, products	✅
WooCommerce	Sales, inventory	✅
Amazon SP-API	Sales, inventory, ads	✅
Meta Ads	Campaign performance	✅
Google Ads	Campaign metrics	✅
LinkedIn Ads	Campaign stats	✅
TikTok Ads	Performance data	✅
Mailchimp	Campaigns, subscribers	✅
SendGrid	Email stats	✅
Intercom	Conversations, users	✅
Zendesk	Tickets, satisfaction	✅
Airtable	Table data	✅
Notion	Database exports	✅
Google Sheets	Direct read/write	✅
Microsoft Excel (Office 365)	Direct access	✅
Generic REST API	Any JSON/CSV	✅
GraphQL	Any schema	✅

Files & Storage

Source	Format	Status
Local files	CSV, Excel, JSON, XML	✅
SFTP / FTP	Pull remote files	✅
Google Drive	Sheets, Docs, CSV	✅
Dropbox	Files, folders	✅
OneDrive	Office files	✅
S3 buckets	Any object storage	✅
Azure Blob	Blob storage	✅
GCS buckets	Cloud storage	✅

Quick Start: Daily Sales Report

1. Define Your Report

Create sales-report.yaml:

yaml

report:
  name: "Daily Sales Dashboard"
  schedule: "0 7 * * *"  # 7 AM daily

  data_sources:
    - name: "Shopify Orders"
      type: "shopify"
      config:
        api_key: "..."
        store: "your-store.myshopify.com"
      query: |
        date >= yesterday()
        status: "fulfilled"

    - name: "Stripe Payments"
      type: "stripe"
      config:
        api_key: "..."
      query: |
        created >= 24h ago
        status: "succeeded"

    - name: "Google Analytics"
      type: "google_analytics"
      config:
        view_id: "123456"
        credentials: "ga-credentials.json"
      metrics:
        - sessions
        - revenue
        - conversion_rate

  transformations:
    - join:
        on: "date, product_sku"
        sources: ["shopify", "stripe", "ga"]
        output: "combined_metrics"

    - calculate:
        formulas:
          gross_revenue: "stripe.amount + shopify.total"
          avg_order_value: "gross_revenue / shopify.order_count"
          margin: "gross_revenue - shopify.cost_of_goods"

  outputs:
    - format: "pdf"
      template: "templates/daily-sales.html"
      email:
        to: ["exec@company.com", "sales@company.com"]
        subject: "Daily Sales Report {{date}}"
        body: "Attached is yesterday's sales performance..."

    - format: "excel"
      file: "reports/daily-sales-{{date}}.xlsx"
      sheets:
        - "Summary" (aggregated metrics)
        - "Orders" (raw data)
        - "Trends" (7-day chart)

    - format: "slack"
      channel: "#sales-reports"
      blocks:
        - header: "📊 Daily Sales {{date}}"
        - metric: "Revenue: ${{gross_revenue}}"
        - metric: "Orders: {{order_count}}"
        - metric: "AOV: ${{avg_order_value}}"
        - chart: "7-day revenue trend"

  alerts:
    - if: "gross_revenue < 10000"
      action: "send_alert"
      to: ["vpsales@company.com"]
      message: "🚨 Sales below threshold: ${{gross_revenue}}"
    - if: "order_count < 50"
      action: "send_alert"
      to: ["ops@company.com"]
      message: "⚠️ Low order volume: {{order_count}}"

2. Run It

bash

# Test with sample data
clawhub workflow test sales-report --date 2026-03-16

# Run now
clawhub workflow run sales-report

# Schedule it
clawhub workflow schedule sales-report

# Check last run
clawhub workflow runs sales-report --limit 1

3. View Output

Check email, Slack channel, or reports/ folder for generated files.

Report Types

Type 1: Executive Dashboards

For C-suite / board meetings:

yaml

exec_dashboard:
  frequency: "weekly (Mon 8 AM)"
  data: ["revenue", "growth_rate", "cash_balance", "headcount", "churn"]
  format: ["pdf", "powerpoint"]
  style: "corporate_template.pptx"
  distribution: ["board@company.com", "investors@company.com"]

Type 2: Operational Reports

For daily team syncs:

yaml

ops_report:
  frequency: "daily (7 AM)"
  data: ["orders", "fulfillment_rate", "support_tickets", "inventory"]
  format: ["slack", "email", "google_sheets"]
  distribution: ["team@company.com", "#ops"]

Type 3: Marketing Performance

Campaign tracking:

yaml

marketing_report:
  frequency: "weekly (Tue 9 AM)"
  data_sources:
    - google_ads
    - meta_ads
    - linkedin_ads
    - google_analytics
  metrics:
    - spend, impressions, clicks, conversions, cpc, cpa, roas
  visualizations:
    - "Spend vs. conversions (campaign breakdown)"
    - "ROAS by channel"
    - "Conversion funnel"
  format: ["google_slides", "email"]

Type 4: Financial Statements

Monthly close:

yaml

financials:
  frequency: "monthly (3rd business day)"
  data_sources:
    - quickbooks
    - stripe
    - bank_accounts
  outputs:
    - income_statement
    - balance_sheet
    - cash_flow
    - kpi_dashboard
  format: "excel (book with formulas)"
  security: "encrypt with password"

Advanced Features

Dynamic Date Ranges

yaml

date_range:
  relative: "last_7_days"  # last_week, month_to_date, quarter_to_date
  or:
    start: "2025-01-01"
    end: "2025-03-31"

  auto_adjust:
    weekdays_only: true  # Skip weekends for B2B
    business_days: true

Multi-Tenant Reports

White-label for agencies:

yaml

client_report:
  client: "Acme Corp"
  branding:
    logo: "clients/acme/logo.png"
    colors: ["#003366", "#FF6600"]
    footer: "Confidential - Acme Corp"

  data_sources:
    - type: "google_analytics"
      view: "Acme Website"
    - type: "shopify"
      store: "acme.myshopify.com"

  delivery:
    email:
      to: "marketing@acme.com"
      from: "reports@youragency.com"
    cc: "account-manager@youragency.com"

Real-Time Dashboards

Live metrics (refreshes hourly):

yaml

live_dashboard:
  refresh_interval: "1h"
  visualizations:
    - metric_cards: ["revenue_today", "orders_today", "visitors_now"]
    - line_chart: "revenue_last_24h (15-min intervals)"
    - bar_chart: "top_products_today"
  publish_to:
    - google_sheets: "Live Dashboard"
    - public_url: "https://yourdomain.com/dashboard/abc123"

Alerting on Anomalies

yaml

anomaly_detection:
  metrics: ["daily_revenue", "new_users", "conversion_rate"]
  algorithm: "statistical (3-sigma)"  # or "ML", "moving_average"
  lookback_period: "30 days"
  sensitivity: "medium"

  when_anomaly:
    - slack_alert: "#data-alerts"
    - email: "data-team@company.com"
    - create_ticket: "jira"  # Auto-create investigation task

  include:
    - current_value
    - expected_range
    - historical_context
    - suggested_investigation_steps

Template Library

Monthly Revenue Report

templates/monthly-revenue.yaml:

P&L by product line
CAC/LTV calculations
Cohort analysis
Full Excel export with formulas

Weekly Marketing Report

templates/weekly-marketing.yaml:

Channel performance table
Funnel visualization
Creative performance
Budget vs. actual

Daily Operations

templates/daily-ops.yaml:

Production metrics
Quality control
Inventory levels
Staffing needs

Integrations

BI Tools

Export to any dashboard tool:

yaml

export:
  google_data_studio:
    dataset: "company_metrics"
    refresh: "every 6 hours"

  tableau:
    extract: "hyper file"
    publish_to: "tableau_server/site"

Notification Channels

Channel	Use Case	Setup
Email	Exec reports	SMTP or Gmail
Slack	Team alerts	Webhook
Microsoft Teams	Enterprise	Incoming webhook
Discord	Community	Webhook
Telegram	Mobile alerts	Bot token
SMS / Twilio	Urgent alerts	Account SID
PagerDuty	Critical issues	REST API
Webhook	Custom systems	POST JSON

Pricing Strategy

Tiers

Free (lead gen):

3 reports max
1 data source per report
Email delivery only
Community support

Pro ($29/mo):

50 reports
10 data sources/report
All output formats
14-day data retention
Email support → Target: small businesses, startups

Business ($99/mo):

Unlimited reports
Unlimited sources
Real-time dashboards
White-label PDFs
Alerting
Priority support → Target: mid-market, agencies

Enterprise ($499+/mo):

Custom connectors
Audit logs / SOC2
SSO / SAML
Dedicated engineer
SLA guarantees → Target: Fortune 1000

Competitive Edge

Competitor	Price	Limits	Our Advantage
Google Data Studio	Free	None, but manual	Automation
Tableau	$70+/user/mo	Complex	Simple, cheaper
Power BI	$10+/user/mo	Manual refresh	Fully automated
Stitch + Looker	$500+/mo	Pipe + viz separate	All-in-one
Custom dev agency	$10k+ project	One-off	Recurring, self-serve

Next Steps

✅ Build skill skeleton
Add more data connectors (user requests)
Create template gallery (gallery/)
Build landing page with ROI calculator
Offer 30-day trial (credit card not required)
Beta program (10 companies free for 3 months)
Launch on ClawHub
Collect case studies → social proof

Data reporting, automated. Spend time on insights, not formatting. 📈

Data Reporter

Install

Data Reporter Skill

When to Use

When NOT to Use

💰 ROI: The Report Time Killer

Data Sources

Databases

APIs & SaaS

Files & Storage

Quick Start: Daily Sales Report

1. Define Your Report

2. Run It

3. View Output

Report Types

Type 1: Executive Dashboards

Type 2: Operational Reports

Type 3: Marketing Performance

Type 4: Financial Statements

Advanced Features

Dynamic Date Ranges

Multi-Tenant Reports

Real-Time Dashboards

Alerting on Anomalies

Template Library

Monthly Revenue Report

Weekly Marketing Report

Daily Operations

Integrations

BI Tools

Notification Channels

Pricing Strategy

Tiers

Competitive Edge

Next Steps

Related skills