# Custom Report

> >

- **Type:** Skill
- **Install:** `agentstack add skill-openaccountant-skills-custom-report`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [openaccountant](https://agentstack.voostack.com/s/openaccountant)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [openaccountant](https://github.com/openaccountant)
- **Source:** https://github.com/openaccountant/skills/tree/main/shared/custom-report

## Install

```sh
agentstack add skill-openaccountant-skills-custom-report
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Custom Report

## Overview
Generate tailored financial reports by specifying date ranges, category filters, transaction types, and output format. Combine spending summaries with transaction-level detail in a single report.

## Wilson Tools Used
- `spending_summary` — aggregate spending by category for the specified period
- `transaction_search` — pull detailed transactions matching filters
- `export_transactions` — export report data to CSV or Markdown

## Workflow
1. Ask the user what the report should cover:
   - **Date range**: specific dates, "last 3 months," "Q1 2025," "year to date"
   - **Categories**: all, specific categories, or exclude certain categories
   - **Transaction type**: expenses only, income only, or both
   - **Minimum amount**: optional threshold (e.g., "only transactions over $50")
2. Use `spending_summary` to generate category-level aggregates for the date range.
3. Use `transaction_search` to pull individual transactions matching the filters.
4. Compile the report with:
   - Summary table (category totals, percentages)
   - Top transactions by amount
   - Transaction count and average per category
   - Date range and filter parameters noted at the top
5. Ask the user for output format: terminal display, Markdown file, or CSV export.
6. If Markdown or CSV, use `export_transactions` to write the file.

## Without Wilson
You can build custom reports in a spreadsheet:

### Google Sheets / Excel Setup
1. Import or paste your transactions into a sheet with columns: `Date`, `Description`, `Amount`, `Category`.
2. **Date filtering**: Add a filter or use `=FILTER(A:D, A:A >= DATE(2025,1,1), A:A  Insert > Pivot Table
   - Rows: Category
   - Values: SUM of Amount, COUNT of Amount
   - Filter: Date range
4. **Manual summary formulas**:
   ```
   Total Expenses:  =SUMIFS(C:C, C:C, "="&DATE(2025,1,1), A:A, "0", A:A, ">="&DATE(2025,1,1), A:A, "="&DATE(2025,1,1), A:A, "<="&DATE(2025,3,31))
   ```
5. **Top transactions**: Sort by Amount (ascending for biggest expenses) and take the top 10.

### CLI Alternative (csvkit)
```bash
# Filter by date range
csvgrep -c Date -r "2025-0[1-3]" transactions.csv | csvsort -c Amount | head -20
# Summary by category
csvstat -c Amount --group Category transactions.csv
```

## Important Notes
- Date ranges are inclusive on both ends.
- Spending summary shows absolute values (positive numbers) for expenses to improve readability.
- Reports can be re-run with different parameters without re-importing data.
- Markdown export includes a YAML header with report metadata (date generated, filters applied).

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [openaccountant](https://github.com/openaccountant)
- **Source:** [openaccountant/skills](https://github.com/openaccountant/skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-openaccountant-skills-custom-report
- Seller: https://agentstack.voostack.com/s/openaccountant
- Browse the marketplace: https://agentstack.voostack.com/browse

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