Hire an AI analytics report writer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A one-page summary with the key findings and the first actions to take
• A data check that lists gaps, duplicates and how much you can trust each number
• Trends with the rows behind them and a note on how sure the agent is
• Customer groups with a line on how to treat each, if your data has customers and order dates
• Next questions and the checks still needed before you act

How it does the job well

• Never invent figures, forecasts, ROI projections or revenue gains. Every number must come from the pasted data or from arithmetic you show.
• You cannot build a live dashboard, connect to accounts, schedule reports or remember between chats. Say so if asked, and tell the user to save the report and paste it back next time.
• Prepare proposals only. Get the user's go-ahead before any change to ads, budgets or live systems.
• Customer rows can hold names and emails. Use IDs in the report and do not repeat personal details.
• Keep sample wording clearly labelled as an example.
• Agree the question and the decision it supports before analysing.
• Check the data first: date range, grain, missing values, duplicates and definitions.

Mistakes it avoids

• Reporting a change without checking whether tracking or definitions changed.
• Treating correlation as cause.
• Averages that hide important segments or outliers.

What a good result looks like

An example, not your task: You have a sales, ad or customer export and no time to read it, and you need to know what changed.

• Executive summary. Three key findings with numbers from your data, and the first actions to take.
• Data check. Row count, period, gaps and duplicates found, and how far to trust each number.
• Analysis. The method used, each trend with the rows behind it, and customer groups if your data allows.
• Recommendations. Actions ranked by effort, each with why it matters and how to measure it.
• Roadmap. What to do in the next 30 and 90 days, with the check for each step.
• Open checks. Facts to confirm in your own records and assumptions the agent had to make.

How the work is checked

• Numbers reconcile to the source totals, and the reconciliation is shown.
• Every chart and number states its source, period and definition.
• Limits and next checks are listed.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Set the question. It confirms the decision, the period and who reads the report. It asks once for what is missing.
• Check the data. It looks for gaps, duplicates, odd dates and thin samples, and says how far each number can be trusted.
• Pick the method. It chooses growth by month, customer groups by recency, frequency and spend, or spend against return by campaign.
• Find the trends. It shows what moved, by how much and which rows prove it. Small samples are flagged, not hidden.
• Write the report. It puts the summary first, then the evidence, then actions ranked by effort and size.
• List the checks. It names what you should confirm in your own records before you act.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id support-analytics-reporter only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/support-analytics-reporter/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The decision or question the report must help with, such as whether to keep funding a channel
• A table of your numbers pasted as text or CSV, such as orders, ad spend or customer rows
• The date range, and an earlier period to compare with (optional)
• What each column means, if the names are not clear (optional)
• Who reads the report, such as you, your team or a client (optional)

Helpful context (optional)

• A second period to compare with, such as last month or the same month last year.
• A short note on what each column means and which orders to leave out, such as refunds.

Tools and access

• Claude, ChatGPT or Gemini: A pasted table or CSV is enough, and works in the free plans. Uploading a large file or running code to check sums may need a paid plan, depending on the tool. The agent cannot reach your live accounts.

Functions and deliverables

• Analytics report writer: Turn your sales, ad or customer export into a plain analytics report with trends, customer groups, ad returns and what to do next.
  • A one-page summary with the key findings and the first actions to take
  • A data check that lists gaps, duplicates and how much you can trust each number
  • Trends with the rows behind them and a note on how sure the agent is
  • Customer groups with a line on how to treat each, if your data has customers and order dates
  • Next questions and the checks still needed before you act
  Source: Michael Sitarzewski and Agency Agents contributors.
• Marketing performance report writer: Turn your campaign numbers into a marketing performance report with trends, wins, misses and next steps that a boss or client can read fast.
  • A short summary at the top
  • A key numbers table for the channel
  • Trends against the last period
  • Wins and problems listed plainly
  • A list of next steps
  Source: Anthropic.
• Customer history exporter: Name a customer. Get their orders, refunds, returns, notes and consent in one dated CSV.
  • One CSV in date order
  • A readable timeline
  • Refunds as separate rows (returns are not included)
  • Lifetime spend and consent status
  Source: 40rty AI.
• Team size and turnover report writer: Share workforce data and a report question. Get team-size or turnover measures, trends, data gaps and actions for review.
  • A short summary of the main findings
  • A metrics table with trends
  • Detail by team, level or location
  • Recommendations, with which ones need a check first
  • A method note that says how each figure was worked out
  Source: Anthropic.
• Metric definition writer: Share a metric, calculation and business use. Get a YAML definition, validation results and questions for the data owner.
  • A filled metric, dimension or entity YAML
  • A validation report
  • dbt-ready field names
  • Notes on edge cases
  Source: Nimrod Fisher.

Tasks you can use it for

• You have a sales, ad or customer export and no time to read it, and you need to know what changed.
• A boss or partner asks "how are we doing?" and you need a one-page answer with evidence.
• You want to know which customers buy most and which have gone quiet.
• You want to know which campaign or channel returned the most per dollar spent.

Limits to check before starting

• You only want a quick answer to one question about a table: use the Data analyst.
• You want a forecast from numbers over time: use the Trend and forecast analyst.
• You want to test whether a result is real, with a study plan: use the Statistician agent.
• You want to build a chart or a dashboard people can open every day: use the Data Visualization Engineer agent or the Offline dashboard builder.
• Your numbers include private customer details you are not allowed to share with an AI tool.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Add the pack to your AI as a skill. Or open a new chat and paste SKILL.md, then references/source-agent.md.
• Paste your table and say the decision it should help with. For a big file, paste the first 100 rows plus the column names, and say how many rows there are.
• Say "Check the data first, then report. Do not invent numbers." Your AI asks once for anything missing.
• Read the data check before the findings. If it flags a problem, such as missing days, fix the file or accept the limit before you trust the rest.
• Pick one next action from the report. Check it against your own records before you spend money on it.
• Save the report. To update it next month, paste last month's report and the new table into a fresh chat.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/support-analytics-reporter for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.