Csv To Report

csv-to-report

Family: content-and-data Status: Stable

Purpose

Turn raw CSV data into a structured, narrative report. A small Python helper does the deterministic profiling/filtering/grouping; the skill adds the human layer — what the columns mean and what the business rules are.

The 3-step framework: Load + label → Define rules → Request the structured deliverable, then iterate (same data, new lenses). Common uses: training compliance, staff scheduling, billing audits, inventory snapshots.

Triggers

• "csv to report" / "report from this csv"
• "summarize this spreadsheet"
• "training log report" / "compliance report"
• "turn this data into a report"

Inputs

• CSV file (path or pasted)
• Column meanings (labels the agent needs to interpret correctly)
• Business rules (what counts as overdue, complete, required, etc.)
• Desired deliverable format

Steps

1. Profile the data mechanically:

`` python3 "${CLAUDE_PLUGIN_ROOT}/scripts/workflow/csv_to_report.py" --in --human # use py on Windows if python3 is absent `` Returns row/column counts, per-column type + fill rate + distinct values, numeric stats, and top categories — so labeling is grounded in real data.

1. Load + label. Confirm what each non-obvious column means (abbreviations,

joined fields, date formats). Flag data-quality issues the profile reveals (blanks, mixed types, totals rows mixed into data rows).

1. Define rules. Capture explicit business rules ("annual training expires 365

days after Completion_Date"; "overdue = past expiration AND status != complete").

1. Slice as needed using the helper's --filter, --group-by, and --select

flags to answer specific questions deterministically.

1. Render the deliverable — table, grouped lists, narrative summary, or an

exported sub-CSV — applying the business rules to the profiled data.

1. Offer an iteration menu — filter, group, export, re-summarize on the same

data ("now only clinical staff", "now group by training type").

Outputs

• Structured report (Markdown or HTML)
• Optional filtered sub-CSV(s) for downstream use

Dependencies

• scripts/workflow/csv_to_report.py (required) — Python 3.10+, standard library only (no pandas)

Notes

Output quality scales with input quality: the helper surfaces clean-CSV issues (inconsistent dates, merged cells, totals rows) so they're flagged before the report is generated. Data stays local — see PRIVACY.md.

Source & license

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

• Author: ZachArticulateV
• Source: ZachArticulateV/designer-pro-and-seo
• License: MIT

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