reports-dashboards

reports-dashboards is a skill for Claude Code, Codex from erphq/skills. It costs 39 tokens per session (8,321 once invoked), scanned A, original, MIT.

A guide to business reports and dashboards that turn operational data into metrics and visual summaries. It covers choosing KPIs, designing dashboards, securing data by role, and distributing reports on a schedule.

In plain words
What is it for?
It is for defining metrics, building reports, designing drill-down dashboards, scheduling report delivery, filtering data by role, and choosing between live queries, materialized views, and data warehouses.
Why use it?
It helps teams decide which information matters and present it in a form people can use for business decisions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

Good fit It is for defining metrics, building reports, designing drill-down dashboards, scheduling report delivery, filtering data by role, and choosing between live queries, materialized views, and data warehouses.

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Install with agentmods
npx agentmods add skills/erphq/skills/reports-dashboards
View source ↗ erphq/skills
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add erphq/skills --skill reports-dashboards
Clone the repo
git clone --depth 1 https://github.com/erphq/skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for reports-dashboards

README.md
[![agentmods](https://agentmods.dev/badge/skills/erphq/skills/reports-dashboards.svg)](https://agentmods.dev/skills/erphq/skills/reports-dashboards)
Your own site
<a href="https://agentmods.dev/skills/erphq/skills/reports-dashboards"><img src="https://agentmods.dev/badge/skills/erphq/skills/reports-dashboards.svg" alt="Measured on agentmods" height="20"></a>
Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 8,321 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00039 $0.08321
Opus 5 $0.00019 $0.04161
Sonnet 5 $0.00008 $0.01664
Haiku 4.5 $0.00004 $0.00832

Measured 8d ago against content hash 14cef8d5c98d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

reports-dashboards scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

departments/information-technology/01-org-under-100/reports-dashboards/SKILL.md · 486 lines

How it starts

The opening of the file, as written. The whole thing — 486 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Reports & Dashboards

Size-Tier Scope

This variant scales the operating pattern for organizations under 100 people. Keep the controls lightweight, favor owner-led approvals, and introduce automation only where it removes recurring manual work without adding governance overhead.

Purpose

Enterprise applications are only as valuable as the decisions they enable. Reports and dashboards translate raw transactional data into actionable insight. This skill covers the full lifecycle: identifying the right metrics, choosing report types, designing dashboard layouts, managing data pipelines for reporting, securing data visibility by role, and distributing outputs on schedule.

Use this skill when a builder needs to:

  • Define KPIs and metrics for a business process
  • Build operational or analytical reports inside ERP•AI
  • Design interactive dashboards with drill-down capabilities
  • Configure scheduled report distribution
  • Implement role-based data filtering on report outputs
  • Decide between live queries, materialized views, or data warehouse feeds

Key Concepts

KPI Design

  • Leading indicator: A metric that predicts future performance. Example: number of open quotes predicts future revenue. Leading indicators are harder to measure but easier to influence.
  • Lagging indicator: A metric that confirms past performance. Example: quarterly revenue. Lagging indicators are easy to measure but impossible to change retroactively.
  • KPI hierarchy: Executive KPIs decompose into departmental KPIs, which decompose into operational metrics. A revenue target (executive) breaks into pipeline conversion rate (sales management) which breaks into calls per day (individual contributor).
  • SMART criteria for KPIs: Specific (tied to one process), Measurable (numeric or boolean), Achievable (within the team's control), Relevant (connected to a business outcome), Time-bound (measured over a defined period).
  • Vanity metric: A number that looks impressive but does not drive decisions. Example: total registered users (vs. monthly active users). Avoid building reports around vanity metrics.

Read the full file on GitHub · 486 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 486 lines · 39 tokens per session scan A 14cef8d5c98d

Subscribe to this mod's changes

reports-dashboards is a skill published in the GitHub repository erphq/skills (2 stars, last pushed 18d ago), licensed MIT. It adds 39 tokens to every session and 8,321 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.