analytics-reports-architecture

How to BUILD a reports / analytics area so new reports are right the first time - the shared filter contract (materialized filters where every box is…

Skill by Automate-Anything

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Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

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Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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How to BUILD a reports / analytics area so new reports are right the first time - the shared filter contract (materialized filters where every box is literally checked, the none-selected sentinel, a ready flag that gates the first query, and labels that never lie), the ordered filter cascade, one shared filter bar that sub-reports consume, the scope rule (every report defaults to the globally selected location and never leaks across tenants or locations), the privileged report-query pattern, capability gating that hides reports a business cannot have data for, one week definition shared by every report and the AI assistant, the four money numbers that must never be mixed (collected vs redemptions vs booked value vs covered lines), showing every row with a plain reason for the zeros, click-through to the underlying sale, and when a report should or should not raise an alert. Read this BEFORE adding or changing any report page, report filter, chart, report query or the data behind an analytics AI assistant. This is the "how it is built" map; its sibling report-verification is the "is it done" checklist, so run BOTH. Use when the user mentions analytics, a report, a dashboard, a report filter, "All selected", weekly grouping, week start, a financial or staff or commission report, gross profit, redemptions, an analytics assistant, "the numbers are wrong", or "the two reports do not match."

Use cases: documents, data, finance

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What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

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~/.claude/skills/analytics-reports-architecture

What's inside

Skill name: analytics-reports-architecture
Description: How to BUILD a reports / analytics area so new reports are right the first time - the shared filter contract (materialized filters where every box is literally checked, the none-selected sentinel, a ready flag that gates the first query, and labels that never lie), the ordered filter cascade, one shared filter bar that sub-reports consume, the scope rule (every report defaults to the globally selected location and never leaks across tenants or locations), the privileged report-query pattern, capability gating that hides reports a business cannot have data for, one week definition shared by every report and the AI assistant, the four money numbers that must never be mixed (collected vs redemptions vs booked value vs covered lines), showing every row with a plain reason for the zeros, click-through to the underlying sale, and when a report should or should not raise an alert. Read this BEFORE adding or changing any report page, report filter, chart, report query or the data behind an analytics AI assistant. This is the "how it is built" map; its sibling report-verification is the "is it done" checklist, so run BOTH. Use when the user mentions analytics, a report, a dashboard, a report filter, "All selected", weekly grouping, week start, a financial or staff or commission report, gross profit, redemptions, an analytics assistant, "the numbers are wrong", or "the two reports do not match."
License: unknown
Instructions: 278 lines in SKILL.md · view on GitHub

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description: longer than 1024 characters

Files (1)

SKILL.md

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Last commit (this folder): Oct 13, 2026 (16 days ago)

From GitHub (fetched Oct 24, 2026).

Details

License: License unknown
Repository: github.com/Automate-Anything/claude-toolkit
First seen: Oct 24, 2026
Last checked: Oct 24, 2026
Source: GitHub github-graphql

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analytics-reports-architecture skill. Agent Mart. https://agentmart.dev/skills/automate-anything-analytics-reports-architecture (last updated 2026-10-24)