Does this skill handle report security and compliance?

Absolutely. It includes a governance framework for data classification (Public, Internal, Confidential, Restricted) and defines specific retention and encryption policies for each level.

Which BI platforms are compatible with this skill?

The skill is designed to work with Power BI Service, Tableau Server, SSRS, and custom reporting environments.

Can I customize the format of the automated emails?

Yes, the skill supports HTML and CSS templating to create professional, branded email summaries with dynamic KPI values and trend indicators.

Can I schedule reports for specific business days?

Yes, the skill uses standard cron expressions allowing for precise scheduling, such as 'every weekday at 7:00 AM' or 'the first Monday of every month'.

How are failed report deliveries managed?

The skill includes a built-in monitoring strategy with configurable retry logic, backoff intervals, and automated alerts for operations teams.

Enterprise Report Automation

Name: Enterprise Report Automation
Author: pluginagentmarketplace

bypluginagentmarketplace

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Analytics & Monitoring

Automates the entire enterprise report lifecycle from scheduling and data refreshes to multi-channel distribution and governance.

The Report Automation skill provides a comprehensive framework for managing business intelligence delivery at scale. It allows Claude to configure complex cron-based schedules, design dynamic HTML email templates, and manage distribution across various channels including email, cloud storage, and collaboration tools. Designed for BI analysts and developers, it includes robust patterns for data validation, governance classification, and operational monitoring, ensuring that business-critical insights are delivered accurately and securely across platforms like Power BI, Tableau, and SSRS.

Key Features

01Automated scheduling using standard cron expression syntax

02Dynamic HTML template design for responsive report summaries

03Proactive monitoring with automated retries and error handling

04Multi-channel distribution to Email, S3, SharePoint, and Slack

05Enterprise governance for data classification and retention policies

061 GitHub stars

Use Cases

01Managing complex month-end financial report distribution and archiving

02Setting up operational monitoring and delivery status dashboards

03Automating daily executive sales summaries with dynamic KPI highlights

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add pluginagentmarketplace/custom-plugin-bi-analyst report-automation

For use in Claude.ai and ChatGPT

Download Skill