A comprehensive automation skill for transforming raw financial and business data into professional, chart-heavy PDF reports and dashboards.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install pl-report-generator
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install pl-report-generator using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Report Generator?
The Report Generator is a powerful addition to the Openclaw Skills ecosystem designed to automate the entire lifecycle of professional reporting. It bridges the gap between raw data sources—like QuickBooks, SQL databases, or Google Sheets—and client-ready deliverables. By integrating data extraction, Python-based processing, and high-fidelity PDF rendering, it ensures consistency and speed in recurring reporting cycles.
This skill is specifically engineered for financial professionals and operations managers who need to produce Profit & Loss statements, Balance Sheets, and KPI dashboards without manual formatting overhead. It leverages industry-standard libraries like Matplotlib for visualization and ReportLab for document structure, providing a robust framework for professional-grade business intelligence.
Report Generator Use Cases
- Generating monthly or quarterly Profit & Loss and Balance Sheet statements for stakeholders.
- Creating automated Budget vs. Actual variance reports to flag significant spending anomalies.
- Producing weekly executive KPI dashboards with visual trend lines and revenue charts.
- Summarizing sales pipelines and operational productivity metrics into formatted PDF summaries.
- Distributing internal financial summaries to team leads via email or messaging platforms.
How Report Generator Works
- Data Collection: The skill extracts raw data from source systems such as QuickBooks (via CSV), Google Sheets, or SQL databases.
- Data Processing: Python scripts parse the raw data to calculate key metrics like gross margin, net income, and expense categories.
- Chart Generation: Visual assets including revenue trend lines, expense pie charts, and variance bars are generated using Matplotlib.
- PDF Rendering: The ReportLab engine assembles the data and charts into a multi-page, styled PDF document with headers and executive summaries.
- Distribution: The final report is routed through approved channels like Gmail or Telegram after a mandatory manual review.
Report Generator Setup
To get started with this skill, ensure you have the necessary Python environment and dependencies installed:
# Install required Python packages for PDF and chart generation
pip install reportlab matplotlib pillow pandas numpy
# Create the standard reporting directory structure
mkdir -p reports/{raw,charts,output,templates}
# Verify the installation
python -c "import reportlab, matplotlib, pandas; print('OK')"
Report Generator Data Schema & Taxonomy
The skill follows a strict directory and naming convention to ensure data integrity and auditability:
| Directory | Content Type | Example Filename |
|---|---|---|
reports/raw/ |
Source data (CSV/JSON) | 2026-03-pl-raw.csv |
reports/charts/ |
Visual assets (PNG) | revenue_trend.png |
reports/output/ |
Final PDF deliverables | PL-2026-03-ACME.pdf |
reports/templates/ |
Layout configurations | standard_pl_template.py |
All distribution events are logged in reports/distribution-log.json to maintain a clear audit trail.
Report Generator Advanced Features
- Multi-source data blending (e.g., combining SQL data with Google Sheets targets).
- Automated variance flagging with customizable severity thresholds (Medium/High).
- Watermarking capabilities to distinguish between DRAFT and FINAL versions.
- Integration with Openclaw Skills for Gmail and Telegram for automated (but approved) delivery.
- Support for custom PII redaction logic to ensure compliance before sharing sensitive financial data.
SKILL.md
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