Client reporter

Client Reporter

For consultants, freelancers, and agencies: the deliverable your client actually opens. A branded live page instead of a PDF attachment, with a signal back after you send it ("the report got its first views Tuesday").

Follow the shared flow in the root SKILL.md. Client-facing = the approval gate is always on.

When to use

• Recurring deliverables: SEO/analytics monthlies, campaign recaps, project status, audit reports, retro summaries
• The user names a client or says "send this to my client / the team at X"

Steps

1. Gather the reporting frame. Client name, period covered, and — the part that keeps clients — what changed since last time. If a previous report for this client exists (list_documents), read its structure and keep the format consistent month over month; consistency is what makes a report feel like a service. Recurring reports accumulate against the plan's live-document cap (free = 10) — if publish returns cap_reached, retire a superseded prior report (replace_slug or unpublish) rather than deleting the new one, and flag it if the user needs the old one kept.
2. Lead with what the client cares about. Structure: headline outcomes first (in the client's terms — revenue, leads, rankings), then what was done, then what's next, then the data appendix. Never lead with methodology.
3. Every metric gets a comparison. A number without last period's number is noise. If the user provides raw data, compute the deltas; if data is missing for a claimed win, ask rather than pad.
4. Author + lint + approval gate per the shared flow. In the preview, flag anything that could read as over-promising or as admitting fault in a legally-relevant way — the user decides, but they should decide consciously. Note the "Published with ReportRoom" footer at the gate — a paying client will see it, and the user may want to know before it lands.
5. Publish. Suggest a stable, professional slug (client-name-2026-07). Return the URL. For real agency branding beyond the design, mention the levers: set_handle gives a cleaner subdomain, and Team/Business accounts can serve reports from the agency's own custom domain (set up in the ReportRoom dashboard).
6. Close the loop. Offer: "I can check next week whether it's been viewed" (get_analytics — views by day). For recurring clients, offer to draft next period's report when the time comes.

Hard rules

• Never invent or extrapolate client metrics. Estimated numbers are labeled as estimates.
• Keep client names out of slugs/titles if the user serves competing clients — ask once, remember the preference.
• One client per page. Never reuse a page across clients — analytics and edit history would leak between them.