account-group-reporting-desk

Compose grouping recipes and build grouped account reports.

Use this skill for routine account reporting work. Invoke the stage requested by the user.

Stage-specific input, output and workflow rules are given below.

Workflow

The skill provides these stages for account reporting work:

1. Compose an account grouping recipe with the compose_group_report_recipe tool, producing report_predicate.
2. Build a grouped account report with the build_account_group_report tool, using the prepared report_predicate and producing group_report.

Each stage remains independently invocable. Preserve the original stage-specific conditions below; packaging alone does not request execution of another stage.

1. Compose an account grouping recipe

Purpose: Compose an account grouping recipe.

Tool: compose_group_report_recipe

Interface fields: input report_request; output report_predicate.

Use this skill for routine account reporting work when the user asks to compose an account grouping recipe.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: report_request

Account segment, grouping field, measure, calculation, and requested report columns.

Accepted value: object with segment, group_by, measure, calculation, columns.

Output

Field: report_predicate

Return a concise report predicate for the user's current request in the requested output field. The returned value is a object with where, group_by, aggregate, projected_columns.

Example Request

text

Use the supplied report_request to compose an account grouping recipe.
Return the result in report_predicate.

2. Build a grouped account report

Purpose: Build a grouped account report.

Tool: build_account_group_report

Interface fields: input report_predicate; output group_report.

Use this skill for routine account reporting work when the user asks to build a grouped account report.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: report_predicate

Structured account-report recipe selected for grouped reporting.

Accepted value: object with where, group_by, aggregate, projected_columns.

Output

Field: group_report

Return a concise group report for the user's current request in the requested output field. The returned value is a object with report_id, groups, row_count, projected_columns.

Example Request

text

Use the supplied report_predicate to build a grouped account report.
Return the result in group_report.