report-builder
Recurring KPI report builder
Describe a regular report in plain words, such as sales by branch against last year or overdue invoices, and it turns that into a clear metric definition, pulls the numbers from your connected tools or an uploaded spreadsheet, and returns a chat summary plus an Excel file. It saves the definition so the same report can be rerun each week or month without explaining it again.
When to use it
Every Monday or month end, when the owner wants the same KPI numbers without copying from several dashboards.
What it can access
- Runs code
- Uses the internet
- Reads or writes files
Before you enable it: Reads accounting, payment and CRM data through whichever connectors you enable, and writes a saved report definition and an Excel file; as written it only reads from business systems. It ships in a plugin that also contains skills able to send email or issue refunds, so check which skills you switch on.
Works with
How to install
This skill uses the open Agent Skills format (a folder with a SKILL.md file), so the same file works in several agents.
- Claude Code: put the folder in ~/.claude/skills/
- Other agents that read SKILL.md: follow that agent's skills docs.
Public skill hubs have carried malicious skills. Wize reads every skill before installing it and sets it up so a person approves anything it sends.