---
name: report-builder
description: "Prepare kPI report, workbook and reusable report definition. Use for this workflow with supplied business information."
---

# Report builder

## Inputs and purpose

Use this workflow to prepare: KPI report, workbook and reusable report definition.

Start with: Delimited text or spreadsheet data and metric/report requirements.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Define the reader, decisions, reporting cadence, metric definitions and source records. Agree what belongs in the report before designing it.

2. Specify repeatable transformations, reconciliation checks and treatment of missing or late data.

3. Build the report in Markdown with traceable tables, findings and actions. Offer another format only if the host actually supports it.

4. Return the report and a concise repeatable preparation procedure. Check totals, dates, units and the ability to reproduce a sample result.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).