---
name: report-generator
title: "Report Generator"
description: "Generate structured reports from vault data and integrations"
category: work
status: active
triggers:
  - "generate report"
  - "create report"
  - "write report"
  - "summarize data"
  - "financial report"
---

## Instructions

Generate a structured report:

1. **Scope** — Determine the report type, time period, and audience.

2. **Gather data** — Pull from vault, integrations, and tasks:
   - Metrics and numbers from relevant domain files
   - Task completion stats for the period
   - Key decisions from journal
   - Goal progress

3. **Structure** — Use this format:
   - **Executive Summary** — 3 sentences max, lead with the key takeaway
   - **Key Metrics** — Table or bullet list with comparisons (YoY, MoM, vs. target)
   - **Highlights** — What went well
   - **Concerns** — What needs attention
   - **Recommendations** — Actionable next steps

4. **Save** — Write to `drafts/report-TITLE-DATE.md`.

## Rules

- Lead with the summary, not the data.
- Include YoY comparisons when data spans multiple periods.
- Use charts description where data spans 3+ periods.
- Cite sources (file paths) for verifiability.
