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Data output and reporting

Skill wfprieto/wcbs-build-kit/skills/data-output-and-reporting

Use when designing, auditing, or implementing dashboards, exports, recurring reports, analytics outputs, CSV/PDF/spreadsheet artifacts, API reporting endpoints, notification reports, audit ledgers, compliance reports, or business outcome reporting.From its SKILL.md

Install
npx -y skills add wfprieto/wcbs-build-kit --skill data-output-and-reporting

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SKILL.md

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Data Output And Reporting

Use this skill to choose the safest and most useful reporting/output format.

Required Inputs

  • Audience, decision the report supports, and required freshness.
  • Source data, transformations, filters, permissions, and retention.
  • Output channel: dashboard, export, email, file artifact, API endpoint, or audit/compliance record.
  • Accuracy threshold and verification horizon.

Routing Workflow

  1. Read 40_knowledge/AUTOMATION_AND_REPORTING_PATTERNS.md.
  2. Classify the output:
    • live dashboard;
    • scheduled report;
    • downloadable export;
    • API endpoint;
    • notification summary;
    • audit/compliance evidence;
    • ad hoc artifact.
  3. Define data contract, freshness, permissions, privacy controls, and reconciliation checks.
  4. Decide whether scheduling/automation or external API guidance also applies.
  5. Decide whether the output is task-local, audit evidence, release evidence, or reusable learning.
  6. Verify data accuracy, completeness, permissions, and business usefulness.

Decision Graph

flowchart TD
  A["Data output needed"] --> B{"Who consumes it?"}
  B -- "Human user" --> C["Dashboard/report with clear labels"]
  B -- "External system" --> D["Export/API contract"]
  B -- "Audit/compliance" --> E["Evidence artifact with provenance"]
  C --> F{"Freshness requirement?"}
  D --> F
  E --> F
  F -- "Real-time/near-real-time" --> G["Event or query-backed output"]
  F -- "Periodic" --> H["Scheduled refresh"]
  F -- "One-time" --> I["Generated artifact"]
  G --> J{"Reusable lesson or recurring report pattern?"}
  H --> J
  I --> J
  J -- "Yes" --> K["Route to compound learning after evidence"]
  J -- "No" --> L["Keep as task-local evidence"]
  K --> M["Validate accuracy, permissions, and failure state"]
  L --> M

Guardrails

  • Do not expose private or sensitive data without permission checks.
  • Do not report derived metrics without source definition and reconciliation.
  • Do not claim business outcome success from a generated report alone.
  • Do not create a second source of truth without migration and ownership.
  • Do not turn every report into durable learning; capture only reusable, evidence-backed lessons.
  • Do not include private data, secrets, raw customer records, or sensitive operational details in solved-problem learning.

Worked Example

Scenario: Add a monthly revenue export.

  • Route: scheduled export with immutable evidence artifact.
  • Connected skills: scheduling for refresh, external API if billing provider data is pulled, TDD for transformation logic.
  • Evidence: sample export, reconciliation total, permission check, failed-run behavior, and retention location.
  • Compound learning: capture a lesson only if the export reveals a reusable reporting rule, such as timezone-boundary reconciliation or permission checks for generated files.
  • APIVR verdict: PASS only when accuracy, access control, freshness, and recovery are Verified.

Closeout

Report output format, source of truth, data checks, permission checks, evidence state, reusable-learning decision, and APIVR verdict.

Workflow

Define the decision and audience, validate source data and transformations, then publish a traceable report with its uncertainty and refresh path.

Keep looking

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